Ledgerfy delivers enterprise-grade bookkeeping powered by advanced AI. Ask questions, make corrections, and get instant answers about your financials — all through a conversational AI assistant that works 24/7.
Ask any question about your books and get an instant, accurate answer. Need to fix a transaction? Just tell the AI.
"What were my top expenses last quarter?" "Am I profitable?" "Show me all payments to Acme Corp." Get instant, accurate answers.
Recategorize transactions, fix descriptions, delete duplicates — all through natural language. No forms, no menus, just tell the AI what to change.
Ask the AI to audit your books. It finds duplicates, uncategorized entries, unusual outliers, and balance discrepancies automatically.
"Generate a new income statement for Q1." The AI creates fresh reports from your latest data in seconds — no waiting.
Three simple steps to transform your financial management
Simply upload your financial documents in CSV, PDF, or Excel format. Our system accepts bank statements, invoices, and receipts.
Our advanced AI automatically categorizes every transaction, identifies patterns, and organizes your financial data with precision.
Access financial reports and dashboards — then use the AI assistant to ask questions, make corrections, and get insights instantly.
Every feature designed to save you time and give you clarity over your finances
Ask questions, make corrections, and get instant answers about your financials — 24/7, through natural conversation.
Machine learning automatically categorizes every transaction with high accuracy.
Upload CSV, PDF, and Excel files. Our AI handles them all seamlessly.
Monitor revenue, expenses, and profit/loss with live financial dashboards.
Auto-generated balance sheets, income statements, and transaction summaries.
Connect your QuickBooks account to auto-sync transactions and keep your books in perfect sync.
Choose the plan that fits your business. All plans include AI-powered transaction categorization and a secure client portal.
Replaces a $2,000+/mo bookkeeper
Save 50-85% on bookkeeping costs
Save 20+ hours per month
AI processes in seconds, not days
99%+ categorization accuracy
Matches or exceeds human accuracy
Essential AI bookkeeping for small businesses and startups getting started.
Advanced bookkeeping with deeper insights for growing businesses.
Tailored AI bookkeeping solutions for large organizations with complex needs.
| Feature | Basic | Professional | Enterprise |
|---|---|---|---|
| AI Transaction Categorization | |||
| Monthly Transactions | Up to 500 | Unlimited | Unlimited |
| File Upload Formats | CSV, PDF, Excel | CSV, PDF, Excel | All formats + custom |
| Financial Dashboard | |||
| Balance Sheet Reports | |||
| Income Statements | |||
| Category Analytics | |||
| Multi-Entity Support | |||
| Custom Report Templates | |||
| API Access | |||
| Audit Trail | |||
| AI Support Level | AI Chat | Advanced AI | 24/7 AI + Custom Model |
| QuickBooks Integration | |||
| AI Insights & Alerts | |||
| Budget vs. Actual Comparison | |||
| YTD Budget Tracking |
See what our clients have to say about how Ledgerfy transformed their financial management
Ledgerfy cut our bookkeeping time by 80%. What used to take our team two full days each month now happens automatically overnight. The AI categorization is remarkably accurate.
Sarah Mitchell
CEO, Mitchell & Associates
Consulting Firm — 45 employees
As a construction company with complex project accounting, I was skeptical about AI bookkeeping. Ledgerfy proved me wrong. The reports are detailed, accurate, and my accountant loves the clean data.
James Rodriguez
Owner, Rodriguez Construction
General Contractor — 120 employees
The AI assistant is a game changer. I just ask 'What's my profit this month?' and get an instant answer. I can even fix miscategorized transactions by just telling it what to change.
Emily Chen
Founder, Bloom Digital
Marketing Agency — 12 employees
The Enterprise plan gives us everything we need — multi-entity support, custom report templates, and an API that integrates with our existing systems.
David Okafor
VP of Finance, TechBridge Solutions
SaaS Company — 200 employees
I'm not a numbers person, but Ledgerfy makes it easy. I upload my bank statements and invoices, and within minutes I have a clear picture of my practice's finances.
Lisa Park
Owner, Park Family Dental
Dental Practice — 8 employees
Being able to ask the AI to audit my books and catch duplicates instantly saved us from a costly error last quarter. Compliance and accuracy are non-negotiable in our industry.
Marcus Thompson
Managing Partner, Thompson Legal
Law Firm — 30 employees
Everything you need to know about AI-powered bookkeeping
Integrations & Partnerships
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