Ledgerly connects your bank, cards, and invoices, then categorizes every transaction with 99.2% accuracy. Get tax-ready financials and real-time cash flow without hiring a bookkeeper or learning a single debit-and-credit.
Ledgerly replaces the spreadsheet, the receipt shoebox, and the month-end scramble with one ledger that keeps itself current.
A model trained on 90M+ small-business transactions sorts every line into the right account the moment it clears — and learns your one-off rules after a single correction.
Snap or forward a receipt and Ledgerly matches it to the transaction, extracts the tax, and files it for audit.
Bank feeds reconcile continuously, so your balance is never a guess and close takes minutes, not days.
See real runway, upcoming bills, and a 90-day forecast updated every time money moves.
Ledgerly tracks GST/HST and state sales tax by jurisdiction and flags filings before they're late.
What automated books actually deliver
When April comes, your books are already done. Ledgerly exports clean financials and gives your accountant their own seat — no PDF exports, no version chaos.
Invite your CPA to a dedicated read-and-adjust workspace with a full audit trail.
P&L, balance sheet, and cash-flow statements that map straight to your filing.
One export bundles every statement, receipt, and reconciliation for the whole year.
Every edit is timestamped and attributed, so the numbers always hold up under review.
“I used to spend a full weekend a month on QuickBooks. Ledgerly does it while I sleep — my last close took 40 minutes, start to finish.”
“My clients on Ledgerly hand me books that are already reconciled. I've taken on twelve more accounts without adding a single staff member.”
“The cash-flow forecast caught a shortfall six weeks out. We adjusted payroll timing and never missed a beat. That alone paid for the year.”
Every plan includes unlimited transactions, bank connections, and your accountant's seat. Pay monthly, cancel anytime.
For freelancers and side businesses.
For growing teams that want it hands-off.
For accountants managing many clients.
No. Ledgerly is built for owners, not bookkeepers. You connect your accounts and it handles the debits, credits, and categories — in plain English.
Ledgerly connects securely to 12,000+ banks and card issuers across the US and Canada through bank-grade, read-only connections.
Yes. Our guided import brings over your chart of accounts, historical transactions, and opening balances — most migrations finish in an afternoon.
Connections are read-only and encrypted in transit and at rest. Ledgerly is SOC 2 Type II certified, and your data is never sold or shared.
Correct it once and Ledgerly remembers the rule forever. Accuracy climbs to 99.2% within your first month as it learns your business.
Start a 30-day free trial. No credit card, no setup fee, and your first close is on us.