See Plans →Early access — bookkeeping firms only.
AI-Powered Bookkeeping Platform

Modern bookkeeping for growing businesses

LedgerHelm connects to QuickBooks, AI-categorizes every transaction, and delivers clean monthly financials — all through a single platform built for bookkeeping firms.

QuickBooks integrationAI auto-categorizationMonthly close workflowRole-based access
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Your books live in QuickBooks Online. Cancel anytime and take everything with you — we never lock you in. Learn more

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June Overview

Income MTD

$24,500

Expenses MTD

$8,240

Net Income

+$16,260

AI Categorization

Office Supplies ✓ Auto
SaaS Tools ✓ Auto
Marketing ✓ Auto

Monthly Close

Import
Review
Deliver

Close the books faster with AI

Transactions sync from QuickBooks 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.

AI Transaction Categorization
June 2025 · 247 transactions

Adobe Creative Cloud

Software & Subscriptions

$54.99
98%

Staples — Office City

Office Supplies

$142.30
94%

Delta Airlines #7821

Travel & Airfare

$612.00
91%

Cash Withdrawal ATM

Uncategorized

$300.00
Review

Stripe Transfer

Revenue

$8,250.00
96%
236 auto-approved11 need review
95.5% auto-rate

Everything your bookkeeping firm needs

From transaction sync to month-end delivery — LedgerHelm handles the full workflow so your team can focus on clients, not software.

🤖

AI Transaction Categorization

Every transaction from QuickBooks is auto-categorized by AI the moment it syncs — with confidence scores so bookkeepers can focus on the exceptions.
📅

Monthly Close Workflow

Four-stage close process (Import → In Progress → Review → Delivered) keeps every engagement on track with checklists and automated stage advances.
✅

Client Action Items

When a bookkeeper needs clarification, an action item is created and the client is notified by email — no more back-and-forth over Slack or text.
📊

Financial Reports

P&L, balance sheet, and cash-flow reports generated directly from QuickBooks and delivered to clients as part of the monthly close.
💬

AI Financial Assistant

Clients can ask plain-English questions about their books and get instant answers grounded in their actual transaction data.
📁

Document Management

Clients upload receipts and invoices; AI classifies them automatically so bookkeepers spend zero time sorting files.
🗂️

Multi-Client Workspace

Bookkeepers handle a full roster from one dashboard — switch between clients, see who needs attention, and track close progress at a glance.
🔍

Anomaly Detection

Nightly AI sweep flags duplicate entries, unusual spend spikes, and missing categories before they turn into client surprises.
🔐

Role-Based Access

Super admin, manager, bookkeeper, and client roles with row-level security — the right people see only what they should.

What Our Users Say

LedgerHelm cut our monthly close time in half. The AI categorization is surprisingly good — we only touch the transactions it flags, which is maybe 10% of the volume.

S

Sarah K.

CPA, Partner at Greenfield Accounting

I used to dread waiting weeks for my bookkeeper's monthly email. Now I open the dashboard anytime and actually understand what's happening with my money.

M

Marcus T.

Founder, Apex Media Group

The action-item system is a game changer. My bookkeeper pings me in the app when they need a receipt — no more scrambling through old texts to find answers.

P

Priya N.

Operations Director, NovaBuild LLC

Frequently asked questions