AI bookkeeping that does the busywork for you
LedgerHelm reads every transaction, suggests the right category with a confidence score, and learns your rules over time — so closing the books goes from days to minutes. You stay in control; the AI handles the repetition.
Categorize transactions automatically
Every transaction — from a live bank feed, a statement upload, or your QuickBooks/Xero sync — is categorized by AI with a confidence score. High-confidence matches can post automatically; only the genuine exceptions need a human. As you confirm categories, LedgerHelm turns those decisions into rules so the same vendor is never asked about twice.
Catch problems before they hit the financials
A nightly AI sweep flags duplicates, unusual spikes, miscategorized entries, and missing data, then turns them into action items. Instead of hunting for errors at month-end, you review a short, prioritized list.
Clean monthly financials, on schedule
A structured close workflow moves each period from import to review to delivered, with checklists and automated advances. When you finish, LedgerHelm generates the Profit & Loss, Balance Sheet, and Cash Flow statements your clients or stakeholders expect.
Your books stay yours
Connect QuickBooks Online or Xero and your books live there — never locked inside LedgerHelm — or keep native books in LedgerHelm and export everything anytime. Either way, there is no vendor lock-in.
Frequently asked questions
- How accurate is AI transaction categorization?
- LedgerHelm assigns a confidence score to every suggestion and learns from your corrections. Well-trained accounts typically see most transactions categorized correctly on the first pass, with low-confidence items surfaced for quick review.
- Does AI bookkeeping replace my accountant?
- No. LedgerHelm automates the repetitive categorization and reconciliation work so bookkeepers and accountants can focus on judgment, exceptions, and advisory work. You always have the final say.
- Can I use AI bookkeeping with QuickBooks or Xero?
- Yes. LedgerHelm syncs with QuickBooks Online and Xero, or you can keep native books inside LedgerHelm if you don't use either.
- Is my financial data secure?
- Yes. Data is encrypted in transit, sensitive credentials are encrypted at rest, and each customer's data is isolated. Bank connections use Stripe and never expose your banking password.