Ledgerly for Bookkeepers & CAS Practices
Run 25 client companies in one checked ledger
without QuickBooks per-client fees.
Automate monthly bank reconciliations and missing receipt chasing, and hand a balanced Trial Balance to any tax CPA.
$199/mo for up to 25 client companies, or $1,990/yr.
Also for Households · Entrepreneurs · CPA firms · Tax planning
How your practice runs (The Automated Bookkeeping & Reconciler Engine)
You don't need to be a tax firm to run a world-class bookkeeping practice. Manage up to 25 client businesses for $199/mo ($8/client/mo vs. $90+ on QBO), continuously ingest bank statements and vendor invoices, reconcile line items across 70+ categories with side-by-side drill-down verification, and hand off a balanced Trial Balance .zip to any external tax CPA.
01 · AUTOMATED WORKFLOWS
Continuous Statement & Invoice Ingestion
Continuously ingests bank statements, credit card PDFs, and vendor invoices via upload, client magic link, or straight from your connected mailbox.
02 · LINE-ITEM RECONCILIATION
70+ Categories & Auto-Bill Matching
Breaks statements into structured columns, categorizes across 70+ tax-mapped categories, and automatically matches bank transactions against vendor bills.
03 · DRILL-DOWN VERIFICATION
Side-by-Side Statement & Invoice Queue
Instead of forcing blind trust, clicking any queued line opens the matching bank statement and vendor invoice side-by-side with the match basis explained in plain language.
04 · EXCEPTION HANDLING
Variance Detection & Explanation
When a line does not match to the penny, it flags the specific variance automatically: short payments, withholding tax, foreign exchange (FX) shifts, or bank fees.
Why Bookkeepers & CAS Firms Subscribe · Save $30,600+/Yr
25 Client Companies for $199/mo ($7.96/Client) · $0 Per Staff Seat
Run 25 Client Businesses in One Checked Practice Workspace Without Tax Software Clutter
Bookkeepers and CAS practices shouldn't have to pay $90+/month per client on QuickBooks Online or buy expensive tax software just to close monthly books. Ledgerly gives you 25 full client companies for $199/mo with automated statement chasing and 1-click external CPA handoff.
| Bookkeeping Practice Stack (25 Clients, 5 Staff) | Legacy QBO + Receipt Capture Stack | Ledgerly Bookkeeping & CAS ($199/mo) |
|---|---|---|
| 25 Client Company General Ledgers | $2,250 / mo ($90/mo per QBO Plus client) | Included ($7.96/client/mo for 25 clients) |
| Receipt & Bank Statement OCR (Dext / Hubdoc) | $500 / mo ($20/client/mo receipt capture) | Included ($0 Local AI Statement & Receipt Reader) |
| Client Portal & 5 Staff Collaborator Seats | $250 / mo ($50/seat practice portal) | Included ($0 Unlimited Staff Seats) |
| Total Annual Practice Cost | $36,000 / yr ($3,000/mo) | $2,388 / yr ($199/mo) · Save $33,612/yr |
25 CO 25 Client Companies for $199/mo ($8/Client)
Replace $90+/client QuickBooks Online subscriptions with one multi-client practice workspace.
CLOSE Monthly Bank Reconciliation & Statement Radar
Automatically flags missing monthly bank statements, uncoded lines, and unsplit vendor receipts.
SEATS Unlimited Bookkeeping Staff Seats ($0/Seat)
Invite your entire bookkeeping & CAS team with role-based permissions and full audit trails.
HANDOFF 1-Click CPA Trial Balance & Workpaper Zip
Not a tax preparer? Export a clean, balanced Trial Balance & receipt-backed .zip to any external tax CPA.
1. 25 CO $7.96/Client/Mo vs. $90+ QuickBooks Online
Manage up to 25 operating LLCs, medical practices, rental portfolios, and contractors under one $199/mo subscription with instant 1-click client switching.
2. RADAR Automated Missing Statement & Receipt Chasing
Clients upload bank PDFs and receipts via 1-click magic links (no password). Automatically flags missing monthly statements and unsplit Amazon/Home Depot charges.
3. LOCK Month-End Close Autopilot & Period Lock Guard
Reconcile bank feeds to the penny and lock closed periods (
books_periods) so clients or junior staff can never backdate entries into prior reconciled months.
4. OCR $0 Local Bank PDF, Invoice & Lease Reader
Convert PDF bank statements, vendor bills, and commercial leases into balanced journal lines locally in <80ms without paying Dext or Hubdoc per-client fees.
5. SEATS Unlimited Bookkeeping Staff Seats ($0/Seat)
Add your entire team of bookkeepers, account managers, and reviewers with role-based permissions and immutable audit logs at $0 per seat.
6. ZIP 1-Click External Tax CPA Handoff Binder
At year-end, export a verified, balanced Trial Balance CSV (with Debit == Credit tie-out row), General Ledger, and receipt-indexed Workpaper .zip to any external CPA.
Bookkeeper & CAS Multi-Client Pricing
For Bookkeepers & CAS Firms (No Tax Software Needed)
Start 25-Client Bookkeeper Trial
Bookkeeper & CAS Multi-Client Practice
$199/mo or $1,990/yr
- Up to 25 Client Companies Included ($8/client/mo vs. $90+ QBO)
- Unlimited Bookkeeper Staff Seats ($0 per-seat fee)
- Automated Monthly Bank Statement & Missing Receipt Radar
- 1-Click CPA Workpaper Binder (.zip) & External CPA Handoff