One Workspace, Separate Books
Move across the firm without opening a separate product, and without any company's records touching another's.
For accounting firms and bookkeepers
Grow the Firm Without Growing the Busywork.
Tally handles routine bookkeeping across every company. Your team reviews exceptions and keeps each set of books moving.
One Firm Workspace · Separate Company Books · Tally IncludedOne Tally, Every Company
She works the whole book of business.
0/8
Books current
AAlder Point Interiors
12 items waiting
BBeacon Harbor Outfitters
1 items waiting
CCedarline Landscaping
7 items waiting
HHarbor Deli
4 items waiting
KKestrel Coffee
6 items waiting
RRowan Street Studio
9 items waiting
WWinslow & Co
5 items waiting
GGranville Property
3 items waiting
Tally is on shift0 / 47 items cleared
More Capacity Per Bookkeeper
Routine coding, research, cleanup, and follow-up stop consuming the whole day, so growth is not a hiring plan.
Bring Every Company
Moving is easy and the history comes with you. Start with one company if you want proof first — most firms do, once.
See it end to end
Three Minutes, One Firm's Whole Workflow.
Companies, bank activity, coding, reconciliation, and reports — the way a firm actually moves through a month.
The Firm View
Know Where Every Company Stands Without Opening a File
One screen shows which companies have uncoded activity, missing statements, unfinished reconciliations, open questions, or reports ready to send.
- One Ranked Company View
- Firm-Wide Tally Conversation
- Separate Books and Permissions
Your agents work here too
Everything Tally Can Do, Your Agents Can Do Too.
A documented REST API and an MCP server ship with the product. Point the agent you already run at your books — same permissions, full audit trail, nothing held back for a partner tier.
Codex
Claude
Hermes
GrokBot
LedgerHQ on iPhone
The books in your pocket. Tally ready to talk anytime.
Not a cut-down companion app. Ask Tally what needs doing across every company, open a company’s workspace, code transactions, pull statements and reports, and answer requests — from your phone.
Company owners get their own view: their accounts, their reports, and the questions you asked them. They never see your firm workspace.
Your firm
Your whole firm, opened from your pocket.
Your firm
Ask Tally what needs doing. Out loud, if you want.
Your firm
Pick a company and go straight to the work.
Your firm
Statements and workpapers, wherever you are.
Your client
Your client sees their accounts, not your workspace.
Your client
And answers your questions without an email thread.
How It Works
A Firm Workflow Built Around Exceptions.
Tally handles the repeatable work. Your team starts where judgment matters.
What Pro Adds, and What Is Identical
LedgerHQ is one product. The ledger, Tally, the bank feeds, the reconciliation, and the reports are the same software at the same price per company, whether the books belong to a business owner keeping their own or to a company your firm manages. There is no firm surcharge and nothing held back from the cheaper door.
- Companies your firm manages
- Company-owner access and tracked requests for statements, documents, and answers
- Staff seats that work across every managed company
The Math That Limits Every Bookkeeping Firm
Firm capacity comes down to transactions per bookkeeper per month. Any tool that still needs a person to confirm every row caps that number, which is why adding companies has always meant adding payroll.
- Automatic coding for repeat activity
- Tally cleanup and research
- Exception-first review queues
Keep the Books Near Finished All Month
Bank activity, posting, statements, reconciliation, and reporting live in one system, so work moves as information arrives rather than waiting for a month-end cleanup sprint.
- Plaid bank and card activity
- Statement tracking and extraction
- Bank reconciliation
The Difference
See What the Firm Gets Back.
Compare the daily work before and after Tally joins the firm.
Running a Book of BusinessTodayLedgerHQ
Seeing what is behindOpen each company file, or maintain a status spreadsheet. One workspace ranks every company by what is actually unfinished.
Adding a companyAnother file, another login, another person's worth of coding. Another company in the same queue, with Tally absorbing the routine work.
Questions across companiesNo way to ask. Firms rebuild the answer in spreadsheets. Ask once and get an answer spanning every company you manage.
Where staff time goesCoding, chasing, and re-checking familiar activity. Exceptions, review, and company conversations.
Questions, Answered
Straight Answers for Firms.
What is the best bookkeeping software for an accounting firm?
For a firm managing books for many companies, the right software is firm-first: one workspace across every company, separate ledgers underneath, and automation that does the routine work rather than suggesting it. LedgerHQ Pro is built for that pattern.
What is the difference between LedgerHQ and LedgerHQ Pro?
Same software, same price. Pro adds the firm workspace: managed companies, company-owner access and requests, staff seats, and firm-wide views such as the cross-company coding queue.
How hard is it to move companies from QuickBooks?
Move one company first if you want proof, then bring the rest. Export the chart of accounts and journal CSVs, check the preview before anything posts, and reconnect the bank accounts through Plaid.
Do we have to move every company at once?
No. Move one company first, review the result, and bring the rest when you are ready.
Only $20 per month
Give the Firm More Room to Grow.
Bring every company. Tally's AI use is included.
Start Free