LedgerFlow
Built for the firms the incumbents left behind

Close the books.
Stop chasing clients.

LedgerFlow is the AI-native month-end close and client-chasing assistant for solo and 1–10-person bookkeeping firms. QuickBooks-native. Month-to-month. From $39.

OAuth-only ledger access. Bank credentials never requested.

Review Queue · Acme Co.
⌘K
Stripe Payout
Jun 24
+$12,480.50
Sales income
Recurring payout pattern
AWS
Jun 23
-$842.13
Software & SaaS
Vendor rule matched
Sweetgreen
Jun 23
-$48.20
Meals (50%)
Tuesday lunch, likely client meal
Unknown — Wire 8842
Jun 22
-$3,200.00
Ask client
No vendor match · Needs context
A approve · E edit · S send to client0 transactions auto-categorized today
QuickBooks Online◆Xero (soon)◆OAuth only◆Strict-JSON AI◆Audit-logged◆Month-to-month◆From $39◆Made for small firms◆QuickBooks Online◆Xero (soon)◆OAuth only◆Strict-JSON AI◆Audit-logged◆Month-to-month◆From $39◆Made for small firms◆QuickBooks Online◆Xero (soon)◆OAuth only◆Strict-JSON AI◆Audit-logged◆Month-to-month◆From $39◆Made for small firms◆
The wedge

The category moved upmarket. We didn't.

The leading AI-native close tools now start near $200/month on annual contracts, best suited to firms closing 10+ books a month. Point tools cover one slice and leave you stitching workflows together.

LedgerFlow is the all-in-one, AI-native alternative for the solo and 1–10-person firms that segment left behind.

  • Month-to-month. Cancel any time. No annual lock-in.
  • Learns per client. Every approval cements a rule — categorization improves weekly.
  • Chasing built-in. No second subscription for client questions.
  • Keyboard-first review. Designed for the people who actually close books.
LedgerFlow
Upmarket suite
Entry price
$39 / month
~$200 / month
Annual commit
Never
Required
Free trial
Yes
Demo gated
Client chasing
Native
Native
AI categorization
Native + learns per client
Add-on
Best for
1–10 person firms
10+ books / month
The product

Three painful jobs.
One product.

We do the three things that eat your month — and we do them well, instead of doing twenty things badly.

01 — Categorize

Per-client AI that learns from every approval.

Confidence pill, one-line rationale, keyboard shortcuts. Bulk-approve, split, or escalate. Every approved decision becomes a rule.

02 — Chase

AI-drafted client questions, mobile-first.

Magic link, no login. Clients answer in seconds. Reminders go out automatically. Answers sync back to the transaction.

03 — Close

Automated checks. Sign-off in one place.

Uncategorized count, reconciliation gaps, duplicate-ish, owner-paid-personal flags. Branded close report when you're done.

How it works

From statement to sign-off — in one afternoon.

01

Connect

OAuth into QuickBooks. We pull transactions and your chart of accounts.

02

Categorize

AI proposes, you approve. Every approval trains a per-client rule.

03

Chase

Low-confidence items go to the client via magic link. Reminders auto-run.

04

Close

Automated checks, sign-off, optional branded report. Move to the next book.

OAuth only
We connect to QuickBooks via OAuth. Bank logins are never requested or stored.
AI proposes — you approve
Low-confidence suggestions route to client chasing. Nothing is ever auto-posted.
Full audit log
Every AI suggestion, approval, write-back, and client answer is logged for compliance.
Design partners

Shape v1 with us.

We're working with a small group of firms to shape the product. Locked-in pricing, direct input, and early access.

No spam. We respond personally.