For accounting firms and bookkeepers

Take on more clients without hiring for every ten of them.

Your capacity is bounded by how many transactions your people can touch. LedgerHQ removes most of the touching: Tally clears the routine work across every company, your team starts the day on exceptions, and the books stay close to finished all month instead of becoming a month-end project.

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.

One workspace, separate books

Move across the firm without opening a separate product, and without any company's records touching another's.

More capacity per bookkeeper

Routine coding, research, cleanup, and follow-up stop consuming the whole day, so growth is not a hiring plan.

Start with one client

Pricing is per active company, so evaluating LedgerHQ costs one company — not a firm-wide migration decision.

LedgerHQ Companies page showing company bookkeeping work
See every company's bookkeeping work from one firm workspace.Real product view
01

The math that limits every bookkeeping firm

Firm capacity comes down to transactions per bookkeeper per month. Every tool that still requires a person to confirm each row caps that number, which is why adding clients has always meant adding payroll.

Saved rules handle familiar transactions. Tally researches and works the routine items. Your staff concentrates on exceptions, unusual activity, and the calls that need experience — the work you actually bill for.

  • Automatic coding for repeat activity
  • Tally cleanup and research
  • Exception-first review queues
  • Less manual client follow-up
02

Know where every client stands without opening a file

The firm workspace shows which companies have uncoded activity, missing statements, unfinished reconciliations, open questions, or reports ready to send.

Your team starts the morning on the work instead of spending it rebuilding a status spreadsheet that is stale by lunch.

03

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.

When the books are ready, the financials already exist. Nobody rebuilds them in Excel to answer a client's question.

  • Plaid bank and card activity
  • Statement tracking and extraction
  • Bank reconciliation
  • Financial statements and exports
04

Business owners on LedgerHQ become your easiest clients

LedgerHQ is also sold directly to business owners who keep their own books. That is not a competing service — LedgerHQ sells software and never sells bookkeeping labor. Those owners are doing their own coding and their own reconciliations, and a good number of them will want a professional the first year something gets complicated.

When that happens, their books are already here: a real ledger, reconciled, with history intact. A firm picks them up in place — no export, no conversion, no cleanup engagement to quote before the real work starts. The direct channel is a pipeline of prepared books, not a competitor for your clients.

  • Same platform, same ledger, nothing to migrate
  • Books arrive reconciled instead of arriving as a cleanup
  • Identical pricing on both sides, so nobody is arbitraging the door

LedgerHQ on iPhone

The firm in your pocket. The client’s books in theirs.

Not a cut-down companion app. Ask Tally what needs doing across every company, open a client’s workspace, code transactions, pull statements and reports, and answer requests — from your phone.

Your clients get their own view: their accounts, their reports, and the questions you asked them. They never see your firm workspace.

Coming soon to theApp StoreStart on the web today
  • LedgerHQ mobile firm screen showing company and bank counts and a Talk with Tally button

    Your firm

    Your whole firm, opened from your pocket.

  • LedgerHQ mobile Tally conversation showing a firm-wide morning brief

    Your firm

    Ask Tally what needs doing. Out loud, if you want.

  • LedgerHQ mobile company workspace with bank balances, work counts, and action tiles

    Your firm

    Pick a company and go straight to the work.

  • LedgerHQ mobile files browser showing firm and company folders

    Your firm

    Statements and workpapers, wherever you are.

  • LedgerHQ mobile client view showing connected bank and credit card balances

    Your client

    Your client sees their accounts, not your workspace.

  • LedgerHQ mobile client view showing no open requests and resolved request history

    Your client

    And answers your questions without an email thread.

Questions

What firms usually ask.

What is the best bookkeeping software for an accounting firm?

For a firm managing books for many client companies, the right software is firm-first rather than company-first: one workspace across every client, separate ledgers underneath, and automation that does the routine work rather than suggesting it. LedgerHQ is built for that pattern, which is where QuickBooks Online — designed around a single company file — tends to cost firms the most time.

Is LedgerHQ built for firms or for individual businesses?

Firms. LedgerHQ starts from one firm managing many separate company books, with a firm-wide work queue, per-company ledgers, and role-based access for staff and company owners.

How hard is it to move clients from QuickBooks?

You move one company at a time. Export the chart of accounts and journal CSVs from QuickBooks, preview and validate the import in LedgerHQ before anything posts, then reconnect the bank accounts through Plaid at your chosen cutoff. Most firms run one client in parallel for a close before moving more.

Do we have to move every client at once?

No, and you shouldn't. Billing is per active company, so a single client can run in LedgerHQ while everything else stays in QuickBooks.

Can our whole team use Tally?

Yes. Active firm staff on the Tally package can use Tally across the firm and its active managed companies.

Does LedgerHQ include a real general ledger?

Yes — chart of accounts, journal entries, account registers, reconciliations, period locks, and core financial statements. Automation posts through that ledger rather than sitting on top of it.