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Client portal & CRM for bookkeepers
Your books, in order.
Whoever you keep them for.
One private portal for paperwork, questions and receipts — built three ways, for whoever's books you keep.
For a bookkeeping practice
I keep books for clients
Your clients send documents, answer your questions about transactions, and sign what needs signing. Under your name, not ours.
- Transaction questions by email
- QuickBooks Online: uncategorized transactions become questions
- Documents in folders, reports shared back
- Engagement letters signed online
- Leads, follow-ups and a sales pipeline (CRM)
$20/month includes 3 clients, then $5 each
For a company
I keep books inside a company
Staff photograph their receipts, managers approve their department, and you get everything coded and ready for QuickBooks — without the chasing.
- Receipts, mileage and per diem from a phone
- Manager approvals by department
- Reimbursements and QuickBooks export
$29/month everyone in the company included
Personal & household money
Families & their bookkeepers
Personal finances, finally organized
For personal and household money — no business or accounting know-how needed. See where it all goes, never miss a bill, and have tax papers ready when it's time to file.
- Upload your bank & credit card statements
- See what you spend on groceries, tuition, the car…
- Set a monthly budget and stick to it
- Reminders before bills are due
- All your tax papers in one place, by year
- Send a report to your accountant, or invite your bookkeeper
Bookkeepers: offer personal-finance help to your clients.
They share their account with you in one click, and it shows up right next to your other clients.
$9/month for the whole household
7 days free on any of them. No card needed to begin.
You know this loop
If you keep books for clients
1You hit a transaction you can't place
2You write an email about it
3You wait. Then follow up.
4Meanwhile their statements are buried in your inbox
If you keep books inside a company
1A card charge shows up with no receipt
2You ask around the office who it was
3Receipts arrive crumpled, weeks late, or never
4Mileage and reimbursements live in someone's spreadsheet
LedgerDesk replaces both loops with one page people actually open.
What you get
If you keep books for clients
Transaction questions
Post a transaction like a register line — date, memo, amount. Your client gets an email and answers in one box. Tick it off when you've posted it.
Documents in folders
Statements, receipts, invoices. They upload, you file. You share their P&L and balance sheet back in a Reports folder they can always reach.
Signatures that hold up
Engagement and authorization letters signed in the portal, with the signer's name, email, time and IP recorded on a certificate page.
Messages, not email threads
One running conversation per client. Nothing gets lost in a reply-all, and you can see at a glance who's waiting on you.
Your brand, not ours
Your practice name, your logo, your letter wording. Your clients never see LedgerDesk anywhere inside their portal.
Your month at a glance
A dashboard across every client, and a monthly close checklist so you know exactly who's done and who isn't.
If you keep books inside a company
Receipts from a phone
Staff photograph a receipt and submit it in seconds. The vendor, amount and date can be read straight off the photo — they just check it.
Mileage and per diem
Trips and travel days on the same form, worked out at the company's own rates. No spreadsheets, no arithmetic, no arguments.
Manager approvals
Turn it on and each department's manager signs off their team's claims before they reach you. Leave it off and everything comes straight to you.
Reimbursements in one go
Money people spent themselves gathers into one payment per person. Pay it through payroll or the bank, mark it paid, and nobody has to remember.
Straight into QuickBooks
Export everything you've recorded as an expenses or journal-entry file, with departments as classes. Nothing goes in twice.
Spending by department
See each department against its budget as the month goes, with a month-end checklist, company deadlines, and a read-only view for the owner.
Nothing vanishes if you stop
Cancel whenever you like and you keep access through the month you've paid for. After that, everyone you invited still has 14 days to sign in and download what they need. After that the account and everything in it is deleted.