Bookkeeping for small business, without the headache
Running a business is enough work. LedgerHelm connects your bank and your accounting software, categorizes transactions with AI, and turns the result into clear monthly financials — so you always know where you stand.
Connect your bank, skip the data entry
Link a bank account through a secure connection and your transactions flow in automatically — no more downloading CSVs or typing in line items. Prefer to upload a statement (PDF, CSV, OFX/QFX)? That works too, and the AI reads it for you.
Know your numbers without an accounting degree
LedgerHelm categorizes income and expenses and produces a clean Profit & Loss, Balance Sheet, and Cash Flow statement. An AI assistant answers questions like "how much did I spend on software last quarter?" in plain English.
Stay ready for tax time
Because categorization happens continuously and anomalies are flagged early, your books are tidy year-round. Export everything or hand clean financials to your accountant when it counts.
Grow into it
Start simple and add invoicing, bill pay, receipt matching, project profitability, and more as you need them — all in one place, with role-based access if you bring on a bookkeeper.
Frequently asked questions
- Do I need accounting experience to use LedgerHelm?
- No. LedgerHelm is built so non-accountants can connect a bank, review AI-suggested categories, and read clear monthly reports. Bring on a bookkeeper later and they can work in the same account.
- Can LedgerHelm connect to my bank?
- Yes. You can link a bank account through a secure connection (powered by Stripe) so transactions import automatically, or upload statements in PDF, CSV, or OFX/QFX format.
- Do I need QuickBooks or Xero?
- No. You can connect QuickBooks Online or Xero if you use them, or keep native books entirely inside LedgerHelm.
- How much does small business bookkeeping cost?
- LedgerHelm offers monthly plans with annual billing discounts. See the pricing page for current tiers and what each includes.
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Simple bookkeeping for your business
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