Modern bookkeeping, done your way
Let AI keep your books in real time, or hand them to a dedicated LedgerHelm bookkeeper. Works whether your books live in QuickBooks, Xero, or ExoCount — our own built-in accounting software.
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
Two ways to get your books done
Let AI do the bookkeeping yourself, or hand it to a dedicated LedgerHelm bookkeeper. Same platform, same clean monthly financials — you choose how hands-on to be.
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, powered by AI
Hand your books to LedgerHelm's in-house bookkeeping team. We categorize, reconcile, chase down the documents we need, and deliver clean financials every month — AI makes it fast, our bookkeepers make it right.
- 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
Two more ways teams run on LedgerHelm — a portal for accounting firms, and a full accounting system of our own.
Run your own client book in one portal
Bring your own clients and your own team into a free multi-client workspace: assign staff, switch between clients, propose adjusting entries, and pay wholesale only for the clients you run through the firm. Light white-labeling puts your firm's brand on client-facing screens.
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.