Auto-categorization that learns
Every fuel receipt, parts vendor, and supply run lands in the right account — and the agent remembers your corrections forever.
Now connecting QuickBooks Online · Closed beta
The AI bookkeeper for
service businesses.
Replaces your bookkeeper. Connects to QuickBooks Online, works overnight, and hands you clean books and a daily digest every morning.
DAILY DIGEST · TUE, APR 21
142transactions categorized
3need your review
$48,210cash on hand · 60-day projection healthy
How it works
From connect to clean books in one night.
No more end-of-month panic. Ledger runs every night while you sleep, and surfaces only what needs your eyes.
- 01
Connect QuickBooks
Secure OAuth. Takes under a minute. We never see your QuickBooks password — only the scopes you grant.
- 02
Your AI bookkeeper goes to work
Runs nightly, categorizes transactions, matches payments to invoices, and flags anything that looks off.
- 03
Review the daily digest
Every morning, a one-page summary of what was done overnight and what needs your input. Read it with coffee.
- 04
Approve or correct in chat
Built-in chat with full undo. The agent learns from every correction — by month two it rarely asks the same question twice.
FeaturesEverything a bookkeeper does.
Everything a bookkeeper does.
Nothing you have to chase.
Missing receipts & action items
Ledger texts your techs for the receipts your CPA will ask about — before you ever know they were missing.
1099 contractor tracking
Tracks every subcontractor against the $600 threshold, collects W-9s, and stages 1099-NECs come January.
Sales tax tracking
Multi-jurisdiction sales tax, parts vs. labor, accrued and paid — reconciled to your QBO ledger every night.
30 / 60 / 90-day cash flow
Forward-looking forecast based on your AR aging, recurring spend, and seasonal pattern. See the dip before it hits.
Daily digest & smart alerts
A one-page brief every morning. Big-deal alerts in real time — duplicate vendor payments, balance drops, suspicious charges.
Security & trust
Built for the trust your books require.
Bank-grade encryption
All data encrypted in transit (TLS 1.3) and at rest (AES-256). OAuth tokens stored in isolated, per-tenant vaults — your data never crosses tenant boundaries.
Full undo log
Every change the agent makes is recorded. Roll back any single entry — or a whole night — in two clicks.
You stay in control
The agent flags anything material for your review before posting. Chat with it any time to ask questions or correct a call.
How is Ledger different from QuickBooks Live or Pilot?
QuickBooks Live and Pilot are bookkeeping services with humans on the other end — you wait for them, they have business hours, and you pay per hour or per book closed. Ledger is software with an AI agent that runs every night, costs the same whether you have 50 transactions or 5,000, and never goes on vacation.
For most service-business owners, the practical difference is response time: Ledger answers questions in seconds, not three business days.
Does the AI actually post entries, or just suggest them?
It posts. Routine categorization, payment matching, and reconciliation happen automatically overnight, with every change logged. Anything material is held back and flagged in the morning digest for your approval.
What happens if it makes a mistake?
You undo it. Every change has a one-click reversal, and the agent learns from the correction so it doesn't happen again. In our pilots, the most common pattern is two or three corrections in week one, then near-zero by week three.
How long does onboarding take?
Connecting QuickBooks takes about a minute. The first nightly run looks back 90 days and produces a draft cleanup the next morning — usually ready for your review by 7 a.m. local time. Most owners are off to the races by day three.
Is my QuickBooks data shared with anyone?
No. Your QuickBooks data is processed by our infrastructure and by Anthropic's Claude API for the agent's reasoning. It is never sold, shared with advertisers, or used to train any model. Anthropic retains zero-day for API requests. Full sub-processor list is in the Privacy Policy.
What if I already have a bookkeeper?
Most of our customers replaced theirs. A few keep a part-time human for tax prep or year-end review and use Ledger for everything in between.
Can I cancel anytime?
Yes. Month-to-month, no contract, no offboarding fee. If you cancel, your books stay in QuickBooks where they always were — Ledger only ever wrote to your QBO account, never replaced it.
Which industries do you support?
Service trades primarily: HVAC, plumbing, electrical, roofing, landscaping, pest control, garage doors, and similar. If you're outside the trades but service-based, drop us a line →.
Stop paying a bookkeeper.
Start paying an agent that doesn't sleep.
30-minute demo. We'll connect a sandbox QuickBooks file and show you a real overnight run.
Request a demoor email demo@postailedger.com