AI bookkeeping that imports every transaction, categorizes it, asks you smart questions when it's unsure, and hands your accountant a clean, audit-ready file. Invoices and tax prep included.
🔒 Bank-level security🧾 Receipt scanning📊 Schedule C ready✅ Full audit trail
9:41●●●● 5G 100%
Hi, Ronen 👋
Riverside Studio LLC · June 2026
RB
Net profit · this month
$18,432.50
▲ 12.4% vs May · You're on track
Income
$31,090
Expenses
$12,657
Est. tax set aside
$4,608
?
3 transactions need your input
Ledger isn't 100% sure how to categorize these
›
💡 Savings tip from Ledger
That $214 dinner at Nobu looks like a client meal. Business meals are 50% deductible — tag the client and I'll capture ~$107 in deductions. Want me to ask who you met?
Review & deduct →
Connected accounts
VISA
Chase Ink Business ••4821
Synced 4 min ago · 47 new
−$3,217
BANK
Mercury Checking ••0093
Synced 4 min ago
$42,880
STRP
Stripe Payouts
Synced 11 min ago
$8,410
Year-end readiness
2026 books are 94% clean94%
Categorize the last 3 transactions and your books are accountant-ready. Tap below to preview your tax pack.
★
Are you an accountant or bookkeeper?
Open Ledger for Pros — manage every client's clean books, free
›
All
⚠ Needs input · 3
Income
Expenses
Uncategorized
L
92% auto-categorized this month with 99.2% confidence. I flagged the 3 below for a quick look.
Today · Jun 144 transactions
N
Nobu Downtown
Needs inputMeals? · 61%
−$214.00
A
Amazon Business
Office Supplies✓ 98%
−$86.43
S
Stripe → Acme Corp
Client Income✓ 100%
+$6,500.00
D
Dropbox
Needs inputSoftware? · 74%
−$19.99
Yesterday · Jun 133 transactions
F
Figma
Software & Subscriptions✓ 99%
−$45.00
G
Google Workspace
Software & Subscriptions✓ 99%
−$28.80
U
Uber
Travel · Ground✓ 96%
−$31.20
Jun 123 transactions
N
Notion Labs
Software & Subscriptions✓ 99%
−$10.00
W
WeWork
Rent · Office✓ 97%
−$550.00
S
Stripe → Beta Inc
Client Income✓ 100%
+$3,200.00
Outstanding
$11,750
$2,500 overdue
Paid · 30 days
$18,200
6 invoices
Recent invoices
AC
Acme Corp
#INV-1043 · Due Jun 1
$2,500
Overdue 13d
BI
Beta Inc
#INV-1044 · Due Jun 20
$4,250
Sent
DL
Delta LLC
#INV-1045 · Due Jun 28
$5,000
Sent
GM
Gamma Studio
#INV-1042 · Paid Jun 9
$3,200
✓ Paid
EP
Epsilon Co
#INV-1046 · Not sent
$1,800
Draft
🔔 Ledger noticed
Acme Corp is 13 days late. Want me to send a polite reminder? I'll match the tone of your last one and CC your records automatically.
Send reminder →
🔒 Accountant-ready
2026 Tax Pack
Everything your preparer needs — Schedule C mapped, deductions itemized, every number traceable to a source document.
Deductible expenses
$94,310
Est. tax saved
$23,114
Schedule C breakdown
💻
Software & Subscriptions
Line 27a · 142 txns
$8,940
🏢
Office & Rent
Line 20b · 12 txns
$6,600
🍽️
Business Meals (50%)
Line 24b · 38 txns
$3,210
✈️
Travel
Line 24a · 21 txns
$4,780
📇
Contractors (1099)
Line 11 · 8 vendors
$61,200
🏠
Home Office
Form 8829 · est.
$2,880
⚡ Before you export
You have 8 contractors over $600. Ledger can auto-generate and e-file their 1099-NEC forms. Deadline: Jan 31.
Set up 1099s →
Tax package export · built for your preparer's software
Clean trial balance + categorized general ledger, mapped to tax lines — plus 1099s, mileage, home office, and a depreciation schedule. Pick your return type:
v1: a standardized, tax-line-mapped file every preparer imports in minutes. Roadmap: source-doc middleware (SurePrep / GruntWorx style) + native ProConnect API. Deep native Lacerte/UltraTax integration is heavy — it comes later, not first.
Filing — three tiers, phased
①
Clean handoff to your CPA Live · v1
Secure tax pack + export. Your preparer files.
②
In-app e-file · simple returns v2
Schedule C / 1040 via a licensed e-file partner
③
Complex returns CPA-assisted
1120 / 1065 stay with a pro on Ledger
⚖️ Honest note on direct filing
In-app e-file needs IRS authorized e-file provider status (MeF) plus state-by-state registrations — a real regulatory lift. We partner with a licensed e-file provider first, then bring it in-house once volume justifies it.
🛡️
Built to be trusted
Every number Ledger touches is logged, sourced, and reversible. Nothing is a black box. Your accountant can trace any figure back to the original transaction in one tap.
🔐
256-bit encryption
Read-only bank access
✅
SOC 2 Type II
Independently audited
Audit trail · live
Stripe deposit auto-matched to INV-1042
AI · confidence 100%
Today, 9:32 AM
You recategorized Nobu → Business Meals
Ronen B. · client: Acme Corp tagged
Today, 9:30 AM
Receipt scanned & attached to Amazon txn
AI OCR · $86.43 matched
Yesterday, 4:11 PM
47 transactions imported from Chase
Plaid sync · all auto-categorized
Yesterday, 8:00 AM
CPA (Dana K.) viewed your 2026 tax pack
Shared access · view-only
Jun 11, 2:45 PM
Point at any receipt — Ledger reads it, matches it to a transaction, and files it.
NOBU DOWNTOWN
195 Broadway, NY · 06/14/26
Omakase x2168.00
Sparkling water12.00
Tax16.00
Tip18.00
TOTAL$214.00
★ Ledger Certified ProAdvisor · Gold
‹ My books
Riverside Tax & Books
Ledger keeps every client's books clean and hands you the file. You keep the tax strategy and the filing.
Clients
63
Books clean
91%
Rev-share YTD
$7.4k
L
Free for pros. Ledger is $0 for your firm — you earn revenue share on every client you bring, and they arrive pre-categorized. You become the distribution channel.
Firm dashboard
⚠ Needs review · 4
Clean
Tax season
Client books
RS
Riverside Studio LLC
Schedule C · 94% clean · ready
✓ Tax pack
MC
Maple Co
1120-S · 3 need input
Review →
NV
Northvale Partners
1065 · 88% clean
In progress
BG
Bright Goods
Schedule C · 100% clean · filed
✓ Done
Grow your practice
★ ProAdvisor certification
You're Gold. Complete 2 more CE modules to reach Platinum — higher directory ranking, bigger revenue share, and priority lead routing.
Continue training →
📇 Directory + lead-sharing
3 new client leads in your area matched to your specialties (e-commerce, 1099 contractors). Listed clients found you through the Ledger accountant directory.
View leads →
🎨 White-label your firm
Run Ledger under your brand — your logo, your colors, your client portal. Revenue share applies to every seat.
Set up branding →
Home
Activity
Invoices
Tax
Pros
N
Nobu Downtown
−$214.00 · Today
L
This looks like a restaurant, but $214 is high for a solo meal. Was this a business meal with a client? If so, it's 50% deductible and I'll capture it.
🍽️
Yes — client meal
Deduct 50% · I'll ask who you met
👥
Team meal
Staff & office · 50% deductible
🙅
Personal — not a business expense
I'll exclude it from your books
D
Dropbox
−$19.99 · Today · recurring
L
New recurring charge. Is Dropbox a business subscription? I'll auto-categorize every future charge the same way.