LedgerBeaver
Connect your AI

Use the AI you already work with
to move your books forward.

With clear evidence and control over every change.

Built first for solo bookkeepers and small client-accounting practices serving U.S. service businesses.

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Pro is free forever · No card required · No automatic charge

Compatible MCP clients Claude ChatGPT Gemini Copilot Cursor + compatible MCP clients →

In supported posting workflows, nothing posts without your approval. No autonomous money movement; transfers stay in your bank. Your AI provider’s costs and limits remain separate. No token markup.

Connected financial intelligence

LedgerBeaver Intelligence

Keep each company’s current policies, supplier context, records and decisions together for repeat work.

Source documents Bank activity Team decisions
LedgerBeaverOne financial context
Your connected AIPermissioned access
LedgerBeaver Harbor & Pine · Product illustration
Explore with your AI

What changed in our financial picture?

Grounded in your records

Your financial picture.

Harbor & Pine · Monthly overview · USD

Illustrative figures
Cash on hand $48,920 Bank balances
Receivables $18,400 Unpaid customer invoices
Payables $12,760 Unpaid approved bills
Net income $12,200 Revenue less expenses

Income & expenses

$40k $20k $0 Revenue Expenses Net income

Accrual basis · Revenue $38,500 − expenses $26,300 = net income $12,200

Needs your attention

From incoming documents to review-ready work.

Harbor & Pine · Bills inbox

Illustrative figures
Documents awaiting review
Source Amount Review state
Northstar StudioNS-1042 · Purchase order attached $1,260.00 $60 variance
Cedar AdvisoryCS-301 · Service agreement attached $800.00 Ready for review
West TransitWT-084 · Receipt requested $320.00 Evidence needed

Keep the source beside the work

Invoices, purchase orders and agreements stay connected to the proposed coding and checks.

Know what needs a decision

The original $1,260 bill is held. A corrected $1,200 document is reviewed before an entry is authorized.

Follow this bill through the system →

The work behind the numbers.

Harbor & Pine · Purchasing, approvals and relationships

Illustrative figures

Purchase order PO-1042

  • Vendor Northstar Studio
  • Supply kits received 20 of 20
  • Purchase order total $1,200.00
  • Bill review Correction required

Northstar Studio

Customer + vendor · Owner: Sam

They owe you $2,400 Open customer invoice
You owe them $1,200 Approved vendor bill

Separate receivable and payable balances. No automatic netting.

Review the purchase, receipt, bill and relationship without losing the context between teams.

Explore purchasing and receiving →

Illustrative product views. Your workspace uses your own records.

Inside the LedgerBeaver Engine

Follow a connected AI from source document to reviewed accounting outcome.

Your connected AI

Your chosen assistant prepares the work. LedgerBeaver supplies the checks and controls. You approve the action.

Source
  1. Your AIPrepare
  2. ChecksLedgerBeaver
  3. ApprovalYour team
  4. LedgerRecord
Connect your AI
Document intelligence

Read the source. Follow the entry.

Three invoices · One controlled workflow

Source evidenceReceived

The invoice arrives with its context.

A September rent bill from Harbor Property Co. is paired with the signed office lease.

Invoice
HP-0926
Amount
$1,800.00
Evidence
Office lease

The original document remains attached throughout review.

OCR captureExtracted

From document fields to structured evidence.

Captured values stay linked to the invoice. Your AI uses that evidence to prepare the bill.

Vendor
Harbor Property Co.
Invoice number
HP-0926
Service period
September 2026
Calculation
1 × $1,800.00
Total · USD
$1,800.00
LedgerBeaver checksMatched

The rent and service period match the lease.

The vendor, September period and $1,800 monthly amount agree with the supporting evidence.

  • No matching invoice in bill history
  • Proposed account · 6100 Rent expense
  • Period · September 2026

Prepared for human review. Nothing posted.

Human reviewApproved

Maya reviews the evidence and authorizes the entry.

She confirms office availability for September, then approves the $1,800 expense and payable.

  • Invoice and signed lease reviewed
  • Account, amount and period confirmed
  • Posting authorized by Maya · Finance reviewer
General ledgerRecorded

A balanced rent entry, with its source attached.

Posted journal · September 2026 · Maya approved
AccountDebitCredit
6100 · Rent expense$1,800.00—
2000 · Accounts payable—$1,800.00
Total$1,800.00$1,800.00

Cash unchanged · Invoice → lease → Maya's approval → entry

Source evidenceReceived

A subscription bill enters the review queue.

Nimbus Cloud sends NC-8842 for a $129 monthly team subscription. Its source is preserved for comparison.

Invoice
NC-8842
Amount
$129.00
Evidence
Bill history
OCR captureExtracted

The fields are captured before the duplicate check.

The invoice identity, vendor, period and total form the comparison against existing bills.

Vendor
Nimbus Cloud
Invoice number
NC-8842
Service period
September 2026
Calculation
1 × $129.00
Total · USD
$129.00
LedgerBeaver checksHeld

Same vendor. Same invoice. Already recorded.

NC-8842 matches a $129 Nimbus Cloud bill recorded on September 4. The incoming document is held for review.

  • Vendor and invoice number match
  • Amount and service period match
  • A second posting is held
Human reviewReview required

Alex reviews the original and incoming bill.

The reviewer checks whether this is a resend before dismissing or correcting it. No second posting is authorized.

Reviewer
Alex
Incoming bill
Held
Existing entry
Preserved
General ledgerProtected

No second journal entry.

The original $129 expense and payable remain unchanged. The duplicate stays linked to the review queue.

$0.00Additional expense · Additional payable · Cash movement

Invoice → existing bill match → Alex's review → posting held

Source evidenceReceived

The service description comes with the bill.

Cedar Finch Studio invoices four hours of design consulting. The agreement supports the amount and service period.

Invoice
CF-1048
Amount
$480.00
Evidence
Agreement
OCR captureExtracted

The source becomes a structured bill.

Vendor, dates, line items and total are captured together. Each value can be checked against the original.

Vendor
Cedar Finch Studio
Invoice number
CF-1048
Service date
Sep 14, 2026
Calculation
4 × $120.00
Total · USD
$480.00
Account reasoningProposed

The account follows the service performed.

The description and agreement support professional fees. Design consulting is a service, not a software subscription.

4 hours × $120 = $480 · September service period · No duplicate found

Human reviewApproved

Sam confirms the service and approves the entry.

He reviews the invoice, agreement, account choice and September period before authorizing the $480 posting.

  • Service delivery confirmed
  • 6600 · Professional fees approved
  • Posting authorized by Sam · Finance reviewer
General ledgerRecorded

The reviewed account reaches the ledger.

Posted journal · September 2026 · Sam approved
AccountDebitCredit
6600 · Professional fees$480.00—
2000 · Accounts payable—$480.00
Total$480.00$480.00

Cash unchanged · Invoice → agreement → Sam's approval → entry

Accounts payable

A $60 mismatch never reaches the books.

Bill NS-1042 · Northstar Studio

Source evidenceReceived

The bill and purchase evidence arrive together.

The vendor bill includes a $60 delivery charge beyond the approved purchase order.

Vendor bill NS-1042$1,260.0020 supply kits + $60 delivery
Purchase order PO-1042$1,200.0020 supply kits · approved
Receiving record20 / 20Quantity received in full
Your connected AIPrepared

The compatible AI structures the bill for review.

It extracts the vendor, line items, PO reference, total, and a proposed Office supplies account. Nothing posts.

Proposed account
Office supplies
Bill total
$1,260.00
PO total
$1,200.00
LedgerBeaver checksHeld

The 3-way match finds a $60 discrepancy.

Quantity matches, but the bill exceeds the PO. LedgerBeaver holds posting and keeps the original evidence while the vendor corrects the bill.

Bill$1,260PO$1,200Difference+$60
Human approvalApproved

The vendor corrects the bill to $1,200.

Sam reviews the original bill, corrected bill, PO, receiving record, and proposed coding before authorizing the posting.

  • Corrected vendor bill · $1,200
  • PO and receiving record aligned
  • Posting approved by Sam · Finance reviewer
Accounting outcomeRecorded

The corrected amount reaches the books.

Balanced journal entry
AccountDebitCredit
Office supplies$1,200.00—
Accounts payable—$1,200.00

Cash unchanged · Source trail: original bill → correction → approval → entry

Accounts receivable

A confirmed receipt clears the existing invoice.

Invoice INV-208 · Northstar Studio

Source evidenceConfirmed

The bank confirms a $2,400 customer receipt.

The open receivable already exists. This workflow starts from the bank-confirmed cash receipt and invoice INV-208.

Bank receipt$2,400.00Reference NST-208 · confirmed
Existing invoice INV-208$2,400.00Open balance · Northstar Studio
Customer recordMatchedReference and payer aligned
Your connected AIPrepared

The compatible AI proposes one receipt allocation.

It links the confirmed receipt to the existing invoice. It does not create another invoice or record a second sale.

Apply to
INV-208
Amount
$2,400.00
New sale
None
LedgerBeaver checksMatched

The amount, payer, reference, and open balance agree.

LedgerBeaver verifies that the receipt is bank-confirmed and the existing invoice has enough open balance before routing the allocation for review.

  • Bank status · Confirmed
  • Reference NST-208 · Matched
  • Difference · $0.00
Human approvalApproved

Sam approves the receipt application.

The reviewer checks the bank evidence and invoice allocation, then authorizes the accounting entry. LedgerBeaver does not move funds here.

Reviewer
Sam · Finance
Invoice
INV-208
Approved
$2,400.00
Accounting outcomeRecorded

The receipt clears receivables without reposting revenue.

Receipt entry against existing invoice
AccountDebitCredit
Cash$2,400.00—
Accounts receivable—$2,400.00

Invoice balance · $0.00 · No second sale recorded

Partner context

One relationship. Two balances kept separate.

Northstar Studio · Customer + vendor

Source recordsConnected

Northstar Studio is both a customer and a vendor.

The Dam gathers the relationship view from separate receivable and payable records.

They owe you · AR$2,400.00Invoice INV-208
You owe them · AP$1,200.00Corrected bill NS-1042
Your connected AIPrepared

The compatible AI prepares the relationship context.

It brings invoices, bills, purchase evidence, notes, and activity into one review view. It does not combine the balances.

Customer role
Active
Vendor role
Active
Automatic netting
Off
LedgerBeaver checksVerified

Each balance keeps its own evidence and ledger treatment.

The shared partner identity adds context. It does not offset accounts receivable against accounts payable.

  • AR source · INV-208 · $2,400
  • AP source · NS-1042 · $1,200
  • Netting proposal · None
Human approvalConfirmed

Sam confirms two separate next actions.

The team approves a collection follow-up for AR and keeps the AP obligation on its own schedule. This does not authorize netting.

AR owner
Sam · Finance
AP status
Approved payable
Netting
Not authorized
Accounting outcomeSeparate

Both balances remain intact and traceable.

Accounts receivable$2,400.00Customer balance remains
Accounts payable$1,200.00Vendor balance remains

No net journal created · No automatic offset · Separate source trails preserved

Illustrative workflow and approval

Repeat work gets context.
Authority stays with people.

Your connected AI can use current workspace context and permissions without gaining approval authority.

Set the company context

Connect a compatible AI, choose its workspace and permissions, and revoke access when needed. Keep company-specific policies and supplier context close to repeat work; context guides preparation, never approval.

Review the exact action

Inspect source documents, checks and proposed entries. Human approval governs supported posting workflows.

Keep the evidence

Follow the source, validation, correction, approval, accounting action and reconciliation. Evaluate completed work, corrections and review outcomes from your own records.

Start with supplier bills.
Keep the wider books connected.

Move each document through validation, review, an approved accounting action and reconciliation, then use the same workspace for the rest of the financial record.

Every bill, with the evidence to review it.

Bring PDFs, photos and forwarded invoices into a controlled preparation and review process.

Documents awaiting review
Source Amount Review state
Northstar StudioNS-1042 · Purchase order attached $1,260.00 $60 variance
Cedar AdvisoryCS-301 · Service agreement attached $800.00 Ready for review
West TransitWT-084 · Receipt requested $320.00 Evidence needed

Connected workflow
Supplier document → validated bill → human review → approved accounting action → reconciliation

Explore bills & expenses in the docs →

Illustrative product view

Know what is owed. Keep the next step in view.

Create invoices, track aging, prepare follow-ups and account for customer receipts.

Invoice collection workflow
Record Amount Status
INV-208 · Northstar Studio $2,400.00 7 days overdue
Follow-up draft — Review before sending
Later: bank-confirmed receipt $2,400.00 Ready for allocation

Connected workflow
Invoice → follow-up → confirmed receipt → reviewed allocation

Explore invoicing & collections in the docs →

Illustrative product view

A real general ledger beneath every workflow.

Double-entry accounting, fiscal periods, correcting entries and period close. Keep each approved entry connected to its source.

Bill NS-1042 · Authorized by Sam

Approved bill: balanced journal entry
Account Debit Credit
Office supplies $1,200.00 —
Accounts payable — $1,200.00

Expense and payable recorded. Cash unchanged.

Connected workflow
Document → approval → balanced entry → financial statements

Explore general ledger in the docs →

Illustrative product view

Two records. One explained match.

Compare imported bank activity with existing ledger records. Review the evidence before confirming a match.

Bank statement · DEM-0907 $2,400 Incoming customer payment
Existing ledger receipt $2,400 Northstar Studio · INV-208

Difference: $0.00 · No duplicate receipt

Confirming this pair does not complete the entire reconciliation.

Connected workflow
Statement → existing record → proposed match → reviewed reconciliation

Explore banking & reconciliation in the docs →

Illustrative product view

Connect the order to what actually arrived.

Keep the purchase order, receiving record and vendor bill together so discrepancies have somewhere to go.

Purchase order and receiving
Supply kits Quantity Amount
Ordered · PO-1042 20 $1,200.00
Received · GR-1042 20 —
Original bill · NS-1042 20 $1,260.00
Corrected bill 20 $1,200.00

Connected workflow
Purchase order → goods receipt → bill match → approval

Explore purchasing in the docs →

Illustrative product view

See the stock behind the purchase.

Track items, stock movements and reorder points alongside purchasing and receiving.

Illustrative stock on hand
Item On hand Reorder point
Supply kits 20 8
Paper cases 24 10
Packing rolls 6 12

Packing rolls are below their reorder point. Review stock before placing an order.

Connected workflow
Item → purchase → receipt → stock movement

Explore inventory in the docs →

Illustrative product view

Read your statements. Review the supporting ledger.

Read your P&L, balance sheet, cash flow and trial balance. Open the general ledger to review the entries behind your books.

Illustrative monthly profit and loss
Profit & loss USD
Revenue $38,500.00
Expenses $26,300.00
Net income $12,200.00

Connected workflow
Approved entries → financial statements → exports

Explore reporting in the docs →

Illustrative product view

Your books already know your people.

Bring customers and vendors into one relationship view, with their financial history and your team’s next action.

Northstar Studio

Customer + vendor · Owner: Sam

They owe you $2,400 Open customer invoice
You owe them $1,200 Approved vendor bill

Keep both balances distinct. Pro includes the partner directory and history. Max adds notes, tags, owner assignment and pinning in The Dam.

Connected workflow
Partner → invoices & bills → history → team follow-up

Explore the dam →

Illustrative product view

Your AI, organized by role. The Bookkeeper prepares, The Controller checks, The Analyst explains, and The Reconciler matches. Every posting still needs your approval. Roles never grant extra access.

Explore a workflow.

Follow the work from its source to the next decision. See how the evidence, your team and your chosen AI fit together.

Built first for the people
preparing the books.

Solo bookkeepers and small client-accounting practices lead the workflow while owners, finance teams and operations stay connected to the decisions they own.

For solo bookkeepers & client-accounting practices

Move supplier work forward across U.S. service-business clients. Keep each company’s policies, evidence, review queue and decisions in its own context.

Explore preparation and review →

For purchasing & operations

Connect the order, the delivery and the bill. Keep stock and partner context close to the work.

See business operations →

Bring your own AI. Pay for the books.

Pro is free forever with complete everyday accounting. Max adds managed preparation, firm oversight and close coordination. No card required for Pro. No automatic charge.

Recommended

Pro

$0 forever

For complete everyday AP, AR and GL work.

  • Up to 3 users · free forever
  • Corrections, reconciliation, purchase-order matching & close
  • Recurring bills, invoices & reminders
  • Document-to-books preparation & extraction
  • Human approvals, audit history & client review
  • The Dam directory & history · compatible AI connections
Start free

Max

$79 .99 / month

For businesses and firms coordinating client work, recurring preparation and close.

  • Everything in Pro · up to 6 users
  • Managed preparation schedules with saved evidence
  • Firm portfolio metrics for your Max client workspaces
  • Close tasks, owners, sign-off & evidence packages
  • Inventory, retail & project planning
  • Bounded consolidation controls
  • Vendor portal
  • The Dam notes, tags, owner assignment & pinning
  • Scheduled AI procedures with your own compatible runner
Start free
Compare Pro and Max
Included Pro Max
Monthly subscription per company workspace $0 forever $79.99
Users Up to 3 Up to 6
Everyday AP, AR & GL Complete workflow Complete workflow
Connect your AI Included Included
Corrections, recurring bills/invoices & reminders Included Included
Document receipt & retention (upload or forward) Included Included
Human clarification & evidence review (subject to authority) Included Included
Document-to-books preparation & extraction Included Included
Purchase-order linking & matching Included Included
Reconciliation, ordinary close, approvals & audit history Included Included
Client review & The Dam directory and history Included Included
The Dam notes, tags, owner assignment & pinning Not included Included
Financial statements & core CSV exports Included Included
Inventory, retail & project planning Not included Included
Bounded consolidation controls Not included Included
Vendor portal Not included Included
Scheduled AI procedures Not included With your compatible runner or scheduler
Managed preparation schedules and saved evidenceRetained historyIncluded
Firm portfolio metricsOpen your client workspacesMetrics for Max clients
Close tasks, sign-off and evidence packagesRetained historyIncluded

One Max subscription covers one company workspace. Pro includes routine recurring bills, invoices and reminders. Max managed preparation runs bounded checks and saves review evidence; it does not post entries, approve work, send messages or move money. Custom AI procedures use your own compatible runner. External provider subscriptions and usage fees are separate.

Supported scope: U.S. small-business workflows, USD base ledgers and accrual reporting, plus bounded cash-basis reporting and Max consolidation controls. AI access depends on client compatibility, permissions, and workspace policy. No plan authorizes autonomous money movement. Review data and control commitments →

Enterprise plans are quoted. Contact Sales →

See your workflow
with LedgerBeaver.

Schedule a walkthrough over Microsoft Teams. Tell us what you want to connect or work through.

  1. Choose a timeRequest 10–60 minutes in your time zone.
  2. Verify your emailConfirm your address so we can review the request.
  3. Receive your invitationAfter approval, Outlook sends your Teams invitation.

Requested times are not reserved until the Microsoft Outlook invitation arrives.

Request your walkthrough

At least 4 hours’ notice · Up to 30 days ahead

Private
How much time do you need?
Available time

A few things worth knowing.

Does the AI move my money?
No. LedgerBeaver prepares payment work; your bank completes transfers. Every ledger posting needs human approval.
Is Pro free forever?
Yes. Pro is free forever, including everyday accounting, compatible AI connections, reports and exports. Max is $79.99 per month per company workspace. If Max ends, your workspace returns to Pro and retains access to saved work. No card is required for Pro.
Which AI can I connect?
Bring a compatible MCP client. Named client versions need a recorded compatibility check before they are treated as verified. Your provider’s subscription and usage limits remain separate. Check compatibility and connect your AI.
Can I bring my existing books?
Import and reconcile first, then choose a cutover date before LedgerBeaver becomes your accounting system of record. This is a deliberate migration, not continuous QuickBooks sync.
Where can I review security and connection readiness?
LedgerBeaver is working toward SOC 2 readiness through documented security controls and evidence collection. An independent SOC 2 examination has not yet been completed. Plaid production access is approved: connect supported bank accounts to import transactions for reconciliation. Payment-provider connections require separate activation and customer controls. Read the current data and control commitments.
Can I leave with my data?
Yes. Export core contacts, bills, invoices, and ledger data to CSV anytime. Export is free on every plan.

Put your AI to work. Keep the final say.

Pro is free forever. Upgrade to Max when you need more. No card required.

Start free