Run your whole practice on HelmStation
One login for your entire book of business. AI categorizes, reconciles, and flags anomalies across every client; your team reviews the exceptions, not the busywork. White-labeled under your firm's brand, free to start, with wholesale pricing that grows with your roster.
Running your own business, not a firm? Get your own books done directly
Your books live in QuickBooks Online or Xero. Cancel anytime and take everything with you — we never lock you in. Learn more
June Overview
Income MTD
$24,500
Expenses MTD
$8,240
Net Income
+$16,260
AI Categorization
Monthly Close
Everything your practice needs, in one place
From client onboarding to the monthly close — AI does the busywork, your team reviews what actually needs a human, and clients see your brand every step of the way.
Manage every client from one login
One dashboard lists your whole book of business, sorted by what needs attention — pending transactions, open questions, documents to review, and where each close stands. Jump into any client's books with a click.
Let AI do the busywork
Across every client, transactions are categorized with confidence scores, anomalies are flagged nightly, bank feeds auto-clear, and the monthly close runs on rails. Your team reviews exceptions — not hundreds of obvious entries.
Your brand, your margin
Clients see your logo and your subdomain, not ours. Put them on wholesale billing at a discount that grows with your roster, set your own price, and keep the difference.
Running your own business? Get your books done directly
No firm in the middle — let AI do the bookkeeping yourself, or hand it to a dedicated LedgerHelm bookkeeper. Same platform, same clean monthly financials.
You run the books, AI does the work
Connect your bank, QuickBooks, or Xero and let AI categorize every transaction, flag anomalies, and prep your month-end close. You stay in control; the busywork disappears.
- AI auto-categorization with confidence scores
- Bank reconciliation & guided monthly close
- Financial reports and a plain-English AI assistant
From $99/mo, billed annually
A dedicated bookkeeper runs your books
Hand your books to LedgerHelm's in-house bookkeeping team. A dedicated bookkeeper categorizes, reconciles, chases down the documents we need, and delivers clean financials every month — AI helps them work faster and more accurately, but a bookkeeper always makes the call.
- A dedicated bookkeeper who owns your close
- Month-end financials delivered on a schedule
- Catch-up bookkeeping to get current fast
From $249/mo, billed annually
Close the books faster with AI
Transactions sync from QuickBooks or Xero and are categorized by AI in seconds — with confidence scores that let bookkeepers focus only on the ones that need a human eye. Typical firms see 85–95% of transactions auto-approved, cutting close time from days to hours.
Adobe Creative Cloud
Software & Subscriptions
Staples — Office City
Office Supplies
Delta Airlines #7821
Travel & Airfare
Cash Withdrawal ATM
Uncategorized
Stripe Transfer
Revenue
Everything your books need
From transaction sync to month-end delivery — LedgerHelm handles the full workflow, whether you run the books yourself, hand them to us, or manage a roster of clients.
AI Transaction Categorization
Monthly Close Workflow
Client Action Items
Financial Reports
AI Financial Assistant
Document Management
Multi-Client Workspace
Anomaly Detection
Role-Based Access
Also from LedgerHelm
A full accounting system of our own, for teams who'd rather leave QuickBooks behind entirely.
A full double-entry ledger, no QuickBooks required
Prefer to leave QuickBooks behind? ExoCount is a complete accounting system — chart of accounts, invoicing, bills, inventory, bank reconciliation, payroll journal, multi-currency and multi-entity — with a continuous tie-out that keeps your books balanced.
Built to be trusted
Bookkeeping is only useful if you can rely on it. Here's what that means at LedgerHelm.
Real double-entry books
A full general ledger with a continuous tie-out check that keeps your books balanced to the cent — not a spreadsheet with a category column.
Bank-grade security
Every tenant's data is isolated with database-level row security, sensitive fields are encrypted at rest, and every action is written to an audit log.
AI with a human check
Transactions are categorized with confidence scores; anything the AI isn't sure about is escalated for review instead of guessed silently.
Your data is portable
Export everything — transactions, documents, reports, and books — at any time. Cancel whenever you like and take it all with you. No lock-in.
Works your way
Run on top of QuickBooks or Xero, or on LedgerHelm's own built-in accounting software — do the books yourself or hand them to our team.
US tax, built in
Sales-tax nexus tracking, 1099 preparation, and tax-depreciation schedules are part of the platform — not bolted-on afterthoughts.