Ledger IQ automates trial balance, AJE, and tax-mapping workflows for accounting firms. It handles invoice processing, expense tracking, and financial record organization. The tool processes data from PDF statements and online banking, categorizing and matching transactions to automate reconciliation. AI learns from company-specific needs to adapt bookkeeping over time while maintaining accuracy and regulatory compliance. Pilot members receive early access and white-glove onboarding.
| Plan | Price | Key note |
|---|---|---|
| Basic / Free | $0 / month | Limited AI, manual imports |
| Professional | $9.99–15.99 / month | Full AI, auto‑sync, invoicing |
| Special offers | Often listed as free | Some directories show fully free |
Data extraction from statements is accurate and efficient
Super easy to use with no setup or onboarding forms
Simple UI allows immediate start
Automatic categorization and matching fully automates reconciliation flow
Initial setup required for integration and customization
Limited options for highly specialized accounting needs
Requires internet for data synchronization
