Ledger IQ

Ledger IQ is an AI-powered bookkeeping tool designed to handle everyday business finance tasks. It reduces manual data entry and routine accounting work by turning transaction data into organized records and clear, up-to-date reporting.

AI assistant for finance questions

Ledger IQ includes a conversational assistant that works like a lightweight CFO. Ask questions in plain language about revenue, spending, or category trends, and get answers based on current bookkeeping data.

Automated transaction categorization

The system processes bank activity and automatically assigns transactions to the right categories, helping reduce classification errors and saving time.

• Automatic categorization of incoming and outgoing transactions
• Structured data output for analysis and reporting

Reports and tax readiness

Ledger IQ generates summaries that can be used when preparing tax filings, along with real-time views of income, expenses, and key metrics—without manual exports or spreadsheet work.

• Management reporting for day-to-day decision-making
• Tax-prep-friendly reports based on recorded transactions

It’s built for small and mid-sized businesses that want a clear financial snapshot without deploying complex ERP systems.