Stop Chasing Clients for
Transaction Details.
Automate your bookkeeping workflow. LedgerChat instantly identifies uncategorized transactions, asks your clients for details via WhatsApp, SMS, or Email, and automatically categorizes them in your accounting software.
Free trial for CPAs & Bookkeepers
Get your time back.
The average firm loses 20 unbillable hours per month chasing receipts.
Are you a business owner? Refer your CPA.
Click hereWorks seamlessly with your current accounting software
Built by CPAs. Safe for your ledgers.
LedgerChat was built by accounting professionals who know what happens when a journal entry goes wrong. Our AI doesn't give tax advice and strictly maps to your pre-approved Chart of Accounts.
How It Works
A 100% automated workflow from your ledger to your client's phone, and back again.
Identify uncategorized transactions
LedgerChat securely syncs with your accounting software to automatically detect new transactions that lack receipts or clear categorization.
Message the business owner
Stop drafting emails. LedgerChat reaches out directly via their preferred channel (WhatsApp, SMS, etc.) with a friendly, contextual question about the expense.
Understand natural language
Your client responds in plain English. Our AI analyzes the context and maps it to the correct chart of accounts instantly.
Automatically update records
The transaction is automatically categorized, assigned to the correct project or class, and reconciled in your accounting system without lifting a finger.
AI-Powered Business Insights
Provide even more value to your clients. LedgerChat allows business owners to ask the AI questions about their revenue, expenses, and cash flow directly in the chat, giving them instant financial insights while elevating your advisory services.
Meet Them Where They Are
Stop relying on ignored emails. Send automated queries via WhatsApp, SMS, or Facebook Messenger seamlessly.
AI Categorization
Our AI understands natural language. "Bought lumber for the Smith project" is instantly recognized and categorized.
Seamless Sync
Connects effortlessly with QuickBooks, Xero, Wave, Sage, FreshBooks, and major bank or credit card feeds.
Secure your spot in the LedgerChat Beta.
We are currently onboarding our first 50 firm partners. Join the waitlist today to lock in early-adopter pricing for life.