The accountant's toolkit that closes the loop
Transaction categorization, AI-powered invoicing, and payroll conversion — one platform, zero client chasing.
Trusted by growing firms
Your Tools
One platform. Every tool you need.
Start with transaction categorization. Add invoicing and payroll tools as your practice grows.
Transaction Categorization
Send a magic link. Clients categorize transactions, attach receipts, and submit. You review, approve, and post back to QuickBooks or Xero — all without a single email.
Invoice Maker
FREEPull invoices from QBO, pick a template or design with AI, and send beautiful PDFs in seconds.
Try it free →PrismHR Converter
COMING SOONConvert PrismHR payroll exports to QBO-ready journal entries, invoices, and bills — with custom column mapping.
How It Works
Three steps. Zero friction.
Set up in minutes, not days.
Connect
Link QuickBooks or Xero with one click. Your chart of accounts, customers, and classes sync automatically.
Send
Send magic links to clients. They categorize transactions, attach receipts, and add notes — no login, no app install.
Review & Post
Review submissions, approve or return, then post to your GL in one click. Vendor memory gets smarter each time.
Features
Built for how you actually work
Magic Link Portal
Clients click a link and categorize. No login, no app, no friction. Works on any device.
Vendor Memory
Learns from every approved transaction. Auto-suggests categories so clients categorize faster over time.
Receipt OCR
Clients snap a photo. AI extracts vendor, amount, and date — no manual data entry.
Bank Rules Engine
Auto-categorize on import. Require receipts over thresholds. Enforce fields by vendor. Prevent errors before they happen.
Auto-Sync
Watch accounts for new uncategorized transactions. Auto-import and notify clients on your schedule.
Analytics Dashboard
Firm-wide insights — response times, top vendors, smart categorization rate, and team performance.
What Firms Are Saying
Accountants love closing the loop
"We used to spend 3 hours a week chasing clients for transaction details. With LedgerBridgR, it takes 15 minutes. The magic links are a game-changer — clients actually respond."
Sarah Mitchell
Owner, Mitchell Bookkeeping
"The vendor memory feature alone saves us hours. After the first month, most transactions auto-categorize. Our clients love how simple the portal is — no login, just click and go."
David Chen
Senior Accountant, Summit CPA Group
"We switched from Uncat and never looked back. Better pricing, way more features, and the AI invoice maker is something no one else has. Our clients get professional invoices in seconds."
Rachel Torres
Managing Partner, Clarity Advisors
$7/client/month — locked in for life
Sign up before January 1, 2027 and keep founding member pricing forever. No price increases, ever.