Client bank activity comes in automatically.
Connect each client's banks or bring their history. Every company keeps its own books in one firm workspace.
LedgerHQFor accounting and bookkeeping firms
The Bookkeeping Platform for Accounting Firms.
Keep every client’s books in LedgerHQ. Tally, your AI bookkeeper, codes the bank activity, works the reconciliations, and asks clients for what’s missing. Your team reviews and makes the judgment calls.
$20 a month per company·Tally’s AI use included·Free until January 1, 2027
Meet Tally
An AI Bookkeeper for Your Firm. Your Team Signs Off.
Tally does more than answer questions. She codes transactions, works reconciliations, follows up with clients for missing information, and prepares the financials. Your team stays in control of every judgment call.
Everything Tally can doTallyYour AI bookkeeper
OnlineAre April’s books ready?
Tally
Almost. I coded 184 transactions and reconciled all four accounts.
Tally
One $3,200 transfer needs your call. Was it an owner contribution?
Yes, owner contribution.
Tally
Done. April financials are ready.
How Tally works
Every Client Moves Forward. Your Team Reviews the Exceptions.
Tally does the first pass
She codes, reconciles, posts routine entries, and asks clients for what is missing.
Your team reviews and delivers.
Make the judgment calls, then send finished financials while the numbers still matter.
TallyWorking on April
WorkingToday’s books
From Bank Activity
to Finished Financials.
Bank activity184 transactions coded
Reconciliation4 accounts reconciled
One questionOwner transfer confirmed
FinancialsApril review prepared
The product, step by step
LedgerHQ automates 95% of your daily work.
Watch the work move from one clear step to the next, with Tally carrying the details forward.
01
Bank activity
Start with automated categorization.
Tally codes the familiar activity, keeps the source beside every transaction, and brings forward only the calls that need your judgment.
See this part of LedgerHQ183 handled by Tally1 needs you
AAdobeSoftware$59.99
CCity ElectricUtilities$418.20
SShellVehicle expense$84.17
HHarbor HardwareNeeds your answer$240.00Ask owner
Tally coded the familiar activity and pulled one judgment call forward.
02
Company follow-up
Tally gets the missing answers and keeps working.
Tally asks for statements, documents, and explanations. When the answer arrives, she uses it and continues the work.
See this part of LedgerHQTallyWas the $240 at Harbor Hardware for the business?
Jordan · OwnerYes. Shelving for the back room.
TallyDone. Posted to Shop Supplies & Repairs.
03
Reconciliation
Every bank account ties to its statement.
Tally works from the stored statement, clears the matching activity, and leaves the remaining difference in plain sight.
See this part of LedgerHQStatement balance$48,219.42
Cleared ledger balance$48,219.42
Difference$0.00
Tally matched 126 transactions to the statement and kept the source attached.
04
Financial reporting
Accurate tax-ready financial statements.
Revenue, expenses, cash, margins, vendors, trends, and the financial statements arrive in one review that is ready to share.
See this part of LedgerHQRevenue$184,260+12.4%
Net income$31,84017.3% margin
Cash$96,410+$8,220
Income Statement, Balance Sheet, and monthly reviewBuilt from the books Tally just finished.
05
Pricing and onboarding
Turn Your Services Into a Client.
Show clients exactly what you offer. They choose, sign, pay, and start onboarding in one connected experience.
See this part of LedgerHQ
06
Engagements and billing
From Agreement to Automatic Billing.
Build the engagement, collect the signature, save the payment method, and bill the right package on schedule.
See this part of LedgerHQ
See it happen
Watch Tally Do the Books, End to End.
See the coding, reconciliation, follow-up, and reporting happen inside the books. The product is the proof.
Watch every walkthroughInside LedgerHQ
See What Tally Finishes Before You Log In.
One quiet place for the books, the work, and the financials that come out of them.
Monthly review
The month, explained and ready to share.
Revenue, expenses, margins, cash, vendors, trends, and the financial statements in one finished review.
What changes
Get Finished Bookkeeping, Not Another Transaction Screen.
QuickBooks gets the bank activity in. Tally handles the bookkeeping that comes next and leaves you the calls that need judgment.
See the full comparison
A month of one client's books
QBOLedgerHQ
QBOLedgerHQBring in bank and card activity
Code the transactionsYou
Work the unclear activityYou
Track down missing informationYou
Post the routine entriesYou
Reconcile every accountYou
Check the exceptionsYouReview
Produce the financialsYou
Your tools can join in
Everything Tally Can Do, Your Agents Can Do Too.
Connect Codex, Claude, an internal script, or another business system to the same books. Each one works within the companies and permissions you choose.
See how agents connect
Codex
Claude
Hermes
GrokBot
Tally · Every company
Which books need my attention today?
Three companies need a judgment call. I can handle the rest.For accounting firms
Run Every Company’s Books From One Place.
Pro adds the firm workspace, requests, company-owner access, and a team working across every company you manage. The software, Tally, and price stay the same.
Which companies still have uncoded transactions over $1,000?What books need an answer before Tally can finish?Which bank connections need attention?Which companies are taking the most time?
How accounting firms use LedgerHQ For families
The Whole Household on One Set of Books.
Bring a client’s personal accounts and every company they own into one family view. Net worth, cash flow, and spending stay current from bank feeds, and Tally codes the activity.
Start your first family
Net worth · live$8,017,696
Six companies and every personal account, rolled up.
Money map
Money in, spent, saved, and left over, by company and category.
Cash flow
What came in, what went out, and what each company sent home.
Balance sheet
Assets, debts, and net worth across every account the family holds.
Bank feeds
Personal cards and checking come in through the feed. Tally codes them.
General ledger
Double-entry detail behind every number, ready for the CPA.
Companies
Link the companies the family owns and see their books in one place.
Start Your Day in Muse
Get one morning summary of what needs attention across every company, without opening LedgerHQ.
You Don’t Have to Open LedgerHQ
Tell Muse what you need. It works through each company and brings back the result.
Work Across Every Company at Once
Bulk code transactions, find missing reconciliations, and send Muse to investigate.
Finished Books, Automatically Delivered
Have Muse send the financials as soon as the reconciliations are done.
LedgerHQ on iPhone
The Books in Your Pocket. Tally Ready Anytime.
See what needs doing across the firm, open any client, review transactions, pull reports, and answer requests. Your clients get their own view to snap receipts and answer questions.
Your firm and every company Statements and workpapers Tally and company requests
Moving is included
Bring Every Client. We’ll Move the Books.
Client history comes with you. Move one company or the whole firm, and run LedgerHQ alongside QuickBooks for a month if you want.
Every client's history comes with you.
Each company's chart of accounts and journal history come with it.
See and approve the books before anything posts.
LedgerHQ previews each import so you can verify the books first.
Reconnect each client's banks once.
New activity starts flowing in for Tally to work.
White Glove migration
See how moving works Send the exports you have today. LedgerHQ brings the history in, checks the result, and tells you when the books are ready. Most complete packages are done in one to three business days.
Security and AI data
Your Clients’ Books Are Not Training Data.
LedgerHQ does not use client books to train models. Access stays scoped to each company and every action stays attributable.
How LedgerHQ protects client booksClient books stay private
Client books are never used to train models.
You control who can reach each client.
Staff, clients, and agents reach only the companies they are allowed to use.
Client books run on independently audited infrastructure.
Railway and Plaid have completed SOC 2 Type II audits. LedgerHQ has not yet completed its own.
LedgerCraft Academy · Free with LedgerHQ
The Software Comes With the Playbook.
LedgerHQ comes with LedgerCraft Academy, free courses on packaging and pricing your services, onboarding companies, and running the books with AI. Start with how to sell three packages.
Explore the Academy109free training
videos
videos
10complete courses,
all free
all free
76step-by-step
lessons
lessons
1:1strategy session
with Chris Ragain
with Chris Ragain
Questions, answered
Questions About LedgerHQ.
What is LedgerHQ?
The bookkeeping platform for accounting and bookkeeping firms. Your team keeps every client’s books in LedgerHQ, and Tally, an AI bookkeeper, codes, reconciles, and follows up on each one.
Who is LedgerHQ for?
Bookkeeping and accounting firms that keep books for client companies. Your team works every client from one firm workspace, and your clients get their own access for requests and receipts.
How is this different from QuickBooks?
QuickBooks brings transactions to a screen. Tally codes them, works the reconciliations, follows up for missing information, and produces the financials.
Can someone move our clients for us?
Yes. White Glove migration is included. Send the exports you have today and LedgerHQ will bring each client’s history in and check the result.
How much does it cost?
$20 per month for each client company. No seat fees, no contracts, and Tally’s AI use is included.
Everything in one package
Run Every Client for $20 a Month Each.
Start with a card today and pay nothing until January 1, 2027. No contracts. Tally’s AI use is included.
Start Free