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LedgerHelm

Beta

Bookkeeping

AI bookkeeping that sits on top of QuickBooks: transactions sync, get categorised automatically, and close each month with a human check where it matters.

The problem

Bookkeeping is a monthly scramble. Transactions arrive uncategorised, the close slips, and the business owner finds out how the quarter went six weeks after it ended.

How LedgerHelm handles it

LedgerHelm connects to QuickBooks Online, categorises transactions as they arrive, and flags only what it is unsure about. The month closes on a schedule instead of when someone finds time, and clients get a report that reads like a summary rather than a ledger dump.

What it does

  • QuickBooks Online sync, two-way
  • AI categorisation with confidence thresholds
  • Review queue for anything uncertain
  • Scheduled monthly close
  • Branded client reporting
  • Multi-client workspaces for firms

Who it is for

Small businesses, and the bookkeeping firms that serve dozens of them.