About LedgerLens

An AI bookkeeper that does the first pass, so you only do the review.

LedgerLens is a bookkeeping platform for small businesses, freelancers and the accounting firms that serve them. It handles the repetitive parts of keeping books — categorizing, matching, reporting and checking — and leaves judgment to people.

What it is

A ledger that keeps itself current.

Connect your bank accounts, cards and payment processors. LedgerLens pulls in transactions with read-only access, files each one against your chart of accounts, reconciles it against your bank and updates your reports. When something looks off, it tells you.

The problem

Bookkeeping is mostly clerical — and errors hide in it.

Owners and freelancers spend evenings tagging bank feeds and ticking statement lines. Because that work is tedious, it gets postponed, and small problems — a duplicate charge, a misfiled expense — surface months later at tax time.

Core capabilities

Categorize

Every transaction is assigned to an account in your chart of accounts, learning from your corrections.

Reconcile

Bank and card lines are matched to ledger entries continuously, with suggested matches for exceptions.

Report

P&L, balance sheet, cash flow and AR aging are generated on demand from current data.

Flag

Duplicates, unusual spikes and likely misfiles are surfaced the week they happen.

See each capability in detail
How it works

Connect, let it sort, review the exceptions.

  1. 1

    Link accounts through Plaid with read-only access. Stripe, PayPal and Square connect directly.

  2. 2

    LedgerLens categorizes and reconciles new transactions as they arrive and checks them against your normal patterns.

  3. 3

    You work through a short queue of review items and flags, then run reports or hand the books to your accountant.

Who it serves

Small businesses

Owners who want current books without hiring a full-time bookkeeper.

Freelancers

Sole proprietors separating business from personal spending and tracking quarterly taxes.

Accounting firms

Bookkeepers and CPAs managing many client entities who want the first pass automated.

Product principles

Suggest, don't post blindly

LedgerLens proposes; you or your accountant approve. Low-confidence items are asked about, not guessed.

Show the reasoning

Every category and match shows why it was chosen, and every change is kept in the audit trail.

Read-only by design

Bank connections can't move money. LedgerLens works on a copy of your transactions, never your accounts.

Your accountant is a first-class user

Role-based access lets your bookkeeper or CPA review, adjust and approve inside the same books.

See what LedgerLens makes of your last month.