LedgerLens sorts every transaction into your chart of accounts, matches it against your bank, keeps your reports current and flags duplicates or unusual spending before they reach your tax return.
Illustrative sample metrics from pilot workspaces — not audited results.
Most small-business bookkeeping is clerical: tagging, matching, re-typing. LedgerLens takes the clerical work and leaves you the decisions.
Scrolling bank feeds and tagging every transaction by hand
Each transaction arrives with a suggested category, learned from your past choices
Ticking statement lines against the ledger at month-end
Bank and card lines are matched continuously; only exceptions need you
Building a P&L in a spreadsheet before every decision
P&L, balance sheet and cash flow are current whenever you open them
Finding a duplicate charge when your accountant does — in April
Duplicates, spikes and odd categories are flagged the week they happen
Merchant, amount, timing and your past corrections decide the category. When it isn't sure, it asks instead of guessing.
LedgerLens learns your normal spending and flags duplicate charges, sudden spikes and entries that look miscategorized.
Bank and card lines are matched to ledger entries with suggested matches for anything that doesn't line up.
Profit & loss, balance sheet and cash flow on demand. Export to PDF or CSV and share with your accountant.
You stay in charge of every entry. LedgerLens does the first pass and shows its work.
Link bank accounts, credit cards and payment processors through Plaid with read-only access.
Transactions are categorized to your chart of accounts and matched against your ledger as they arrive.
Work through the short list of exceptions and flagged items, then run your reports and close the period.
Connected via Plaid. LedgerLens cannot move money or change your accounts.
AES-256 for stored data, TLS 1.3 for data in transit.
Give your accountant review rights without sharing your login.
See who changed a category or approved a match, and when.
Billed monthly or annually — annual billing gives you 2 months free.
For freelancers and sole proprietors
For small businesses and growing teams
For accounting firms managing multiple clients
Join early access and we'll help you connect your first accounts and review LedgerLens's first categorization pass with you.