AI-assisted review
Let approved agents inspect bank rows, reports, statements, and reconciliation status.
AI-assisted bookkeeping for firmsClose more books with less bank-feed busywork.
LedgerHQ helps bookkeepers move from bank activity to client-ready financials faster, with AI-agent help for repetitive review, cleaner reconciliations, and reports clients can actually use.
$42,184
Ledger balance
17
Unreconciled
4
Reports ready
Summit Ridge Co.
Bank Feeds
Bank activity review
17 rows unreconciled
Operating Checking
$18,420
Last activity Jun 9
Visa 4412
-$2,114
5 rows to classify
Savings
$25,878
Reconciled
DescriptionAmountStatus
Plaid row 1048. Office deposit+$4,250Matched
Plaid row 1049. Software vendor-$89Classify
Plaid row 1050. Card payment-$1,200Review
Plaid row 1051. Client payment+$2,800Matched
Report packet
Income StatementBalance SheetTrial BalanceGeneral Ledger
Period lock
May 31
Posted entries after lock only
The drag
Bookkeeping slows down when the evidence lives outside the workflow
Bank rows, rules, support notes, reports, and reconciliation status need to be connected. Otherwise every close turns into a hunt through exports, spreadsheets, and half-remembered explanations.
$142,500
#REF!
$—
MISMATCH
$156,800
#N/A
$178,300
#VALUE!
$—
$138,200
#DIV/0!
$161,400
#NULL!
$174,900
ERR:502
$—
#NAME?
$89,200
$—
$3,200
CONFLICT
#SPILL!
$45,100
NaN
$—
#REF!
$67,800
MISSING
$—
#ERROR!
$12,350
$—
$92,100
DUPLICATE
$—
#N/A
$55,670
$—
TIMEOUT
$78,400
#VALUE!
$—
$34,500
OVERWRITE
$—
#REF!
$—
$23,100
$67,200
#SPILL!
$—
$44,800
#REF!
$—
MISMATCH
$91,300
$—
$15,700
#NAME?
$—
$82,400
NaN
$—
#NULL!
#ERROR!
$—
$56,100
CONFLICT
$—
$73,200
#DIV/0!
$—
$—
$28,900
$—
#VALUE!
$48,600
MISSING
$—
ERR:502
$33,700
#REF!
TIMEOUT
$—
$61,500
$—
#N/A
DUPLICATE
$—
$77,400
$—
#SPILL!
$—
OVERWRITE
$19,800
$—
$41,200
#NULL!
$—
$88,300
#REF!
NaN
$—
#VALUE!
$—
MISSING
$52,900
$—
#NAME?
$—
$66,700
CONFLICT
#DIV/0!
$—
$71,800
#SPILL!
$—
$95,200
$—
#ERROR!
$—
$36,400
DUPLICATE
$—
TIMEOUT
$—
#REF!
$43,500
$84,600
$—
#N/A
$—
MISMATCH
$57,300
$—
#NULL!
$—
OVERWRITE
$—
#VALUE!
$—
$68,900
ERR:502
$—
Spreadsheet review
Too fragile for live bookkeeping
Manual review sheets can hide stale balances, missing source evidence, and rows that should have been coded by rules or reviewed by an agent.
0
uncoded rows
0h
bank hold
0
exceptions
Feed attention
Reconnects, pending-at-bank rows, and setup states should be obvious before reconciliation starts.
Plaid feed — Operating Checking
synced 2 min ago
Credit card feed — Chase Ink
needs reconnect
Pending at bank — Stripe payout
held until settled
Rule coded — Software vendor
ready to post
Missing coding context
Uncoded rows, unknown transfers, and unexplained differences should stay visible until a human or agent can resolve them.
Date
Evidence
Amount
Status
Jun 16
Stripe transfer
$13,529
Ready
Jun 16
Unknown ACH
$—
Needs code
Jun 17
Rule coded
$353
Ready
Jun 18
Bank balance
$179
Variance
Built for the bookkeeping day
Spend less time coding transactions and more time finishing the books.
LedgerHQ keeps the month-end flow short: bank rows come in, repetitive work moves faster, exceptions stay visible, and the final deliverable is ready to review, reconcile, and send.
Consistent coding
Keep every entry tied to the account structure your reports depend on.
Cleaner exceptions
Trace ledger activity and focus the bookkeeper on judgment calls instead of every row.
Plaid activity intake
Bring in bank and card activity through Plaid so the team is reviewing, not chasing downloads.
Simple reconciliations
Carry forward prior balances, check off activity, and book reconciliation differences cleanly.
Client-ready reports
Export polished financials, general ledgers, and report packets for review and delivery.
LedgerHQ operating system
A bookkeeping core with enough structure for AI agents.
The same accounting spine supports imports, bank feeds, rules, reconciliations, reports, and agent review.
General Ledger — March 2026
DateAccountDebitCredit
Mar 01Cash (1000)12,450.00—
Mar 01Revenue (4000)—12,450.00
Mar 02Office Supplies (5200)3,200.00—
Mar 02Accounts Payable (2000)—3,200.00
Total15,650.0015,650.00
Balanced — Debits equal Credits
Double-entry accounting spine
Journal entries, registers, imports, reports, and reconciliations all work from the same balanced ledger, so bookkeepers and agents inspect one source of truth.
Financial Reports — FY 2026
Revenue
$84.2k
+12.4%
Expenses
$41.8k
+3.1%
Profit
$42.3k
+21.8%
Revenue
Expenses
Financial reports that stay current
Income statements, balance sheets, trial balances, ledgers, comparisons, and exports stay close to the posting workflow instead of becoming a separate cleanup step.
Bank Reconciliation — Checking ****4821
Bank Statement
Shopify Deposit
TXN-4821+$4,250.00
AWS Invoice
TXN-4822-$1,840.00
Wire Transfer
TXN-4823+$8,600.00
Stripe Payout
TXN-4824+$2,190.00
Journal Entries
Sales Revenue
JE-1042$4,250.00
Cloud Infrastructure
JE-1043$1,840.00
No match found
JE-????—
Payment Processing
JE-1045$2,190.00
3 matched 1 pending
75% reconciledBank reconciliation without guesswork
Match bank evidence to posted ledger activity, carry forward prior balances, and make true differences visible before the month is closed.
Audit Trail — Activity Log
AllEntriesInvoicesAccounts
AW
Alice WangCreated journal entry
2 min agoJE-1042
BM
Bob MartinezApproved invoice
18 min agoINV-389
CS
Carol SinghUpdated account
1 hour ago4100 — Revenue
SYS
SystemDeleted draft entry
3 hours agoJE-1038
View full history
Agent-readable work history
Human actions, system coding, posted entries, report checks, and support context are structured so approved AI agents can review the same trail your team sees.
Plaid bank activity
Connected bank and card activity flows into company workspaces with pending rows, posted rows, excluded rows, and setup-attention states kept separate.
Rules and AI suggestions
Saved rules handle trusted repeat patterns while AI researches uncoded rows, helping the team post routine activity quickly without hiding exceptions.
MCP for bookkeeping agents
Approved Codex and Claude agents can inspect charts, bank feeds, statements, reports, and reconciliation status through structured LedgerHQ tools.
Fast operating layer
Fast enough for bookkeepers, structured enough for AI agents.
LedgerHQ keeps imports, rules, bank-feed review, posting, and reporting close to the accounting data. That makes the app feel responsive for day-to-day bookkeeping and gives approved agents the context they need to help safely.
Firm workspace
Open every company from one focused firm view.
LedgerHQ keeps company setup, ownership, revenue context, and posting status together so a firm can jump into the right books without hunting through separate files.
Operating dashboard
Start the day with the work that matters most.
The overview gives bookkeepers a fast path back to accounts, entries, bank feeds, statements, and the financial trends that need attention before close.
Chart of accounts
Keep the accounting spine readable at a glance.
Account categories, active counts, imported source labels, and connected register context stay close together for human review and approved AI-agent inspection.
Bank feeds
Review balances, exceptions, and coded rows in one place.
Plaid-sourced account cards, ready-to-post queues, coding controls, and register rows stay on the same screen so routine posting moves quickly without losing context.
Month-end close
AI-assisted close workflow
1Bring in the company, chart, history, and bank activity.
2Let rules and agents help sort the repetitive review work.
3Focus the bookkeeper on exceptions, questions, and judgment calls.
4Reconcile the month and send clean financials.
How it works
From messy bank activity to clean client deliverables.
Start with imported activity, let rules and agents help with the repetitive work, review the judgment calls, reconcile to statements, and export the finished reports.
AI help that reaches the books
Give your AI helper real bookkeeping tools, not just a chat box.
Approved agents can inspect accounts, bank activity, statement PDFs, journal entries, reconciliations, and reports through LedgerHQ MCP tools, while your team stays in control of what gets posted.
Codex and Claude bookkeeping access
AI-readable chart and registers
Bank activity inspection tools
Statement PDF lookup for agents
Report PDFs and export links
Human-approved posting workflows
Pricing
Less monthly cleanup for $9 per company.
$9/mo per company includes the first 6 mapped importing bank accounts. Use the trial to see how much bank review, reconciliation, and report prep time LedgerHQ can take out of a normal bookkeeping cycle.Start with a card today and pay nothing until September 1, 2026.
LedgerHQ