Pending Activity Stays Out
Unsettled activity stays out of coding, posting, matching, and reconciliation, so the queue tells the truth.
LedgerHQBank feeds and coding
Stop Coding the Same Vendors Every Month.
Tally codes and posts familiar activity. You open the books to the few rows that need you.
Only $20 per month · Tally's AI use is includedOvernight, unattended
Tally works the feed herself.
- Jul 2Deposit — Rowan Street, INV 1201+$6,400.00UncategorizedIn the feed
- Jul 7Meridian Textiles — fabric order-$2,150.00UncategorizedIn the feed
- Jul 14Granville Properties — rent-$4,100.00UncategorizedIn the feed
- Jul 18City Power & Water — autopay-$365.00UncategorizedIn the feed
- Jul 21Wire — Kestrel Holdings LLC-$7,500.00
- Jul 26Deposit — Winslow residence, INV 1205+$5,750.00UncategorizedIn the feed
Tally is working
Posted by Tally
0 of 6
Waiting on a person
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Familiar activity posts on its own. Your queue holds only the rows that needed you.
Transfers Are Paired
LedgerHQ matches transfers and card payments so both sides are handled together instead of double-counted.
Human Decisions Win
A category you choose is preserved. Automation does not quietly overwrite a bookkeeper's call.
Watch the whole lifecycle
From Bank Row to Posted Entry, Start to Finish.
A real feed: what posts on its own, what waits, and what lands in front of a person.
1 min 54 secSee every walkthrough
Inside LedgerHQ
Activity Arrives Without Anyone Downloading Anything
Connect bank and card accounts through Plaid and transaction updates flow into the correct company and register.
How It Works
From Bank Activity to Posted Work.
The work stays connected inside the same books, ready for you to review.
Tally works the feed
Familiar work leaves your queue.
Tally posts what the books support and keeps the judgment calls in front of you.
Tally is sorting
Bank activity arriving
Posted
0
Familiar rows
Needs you
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Judgment calls
The Difference
See What Leaves the Queue.
See what stays on your plate today and what LedgerHQ takes over.
From Bank Row to Posted EntryTodayLedgerHQ
Repeat vendorsRules suggest a category; someone still accepts each row. Trusted activity codes and posts without a person touching it.
Unfamiliar rowsLeft in the feed for a human to research. Tally researches history and similar activity, then codes or escalates.
Pending transactionsMixed into the working queue. Held out of coding and reconciliation until they settle.
Broken bank loginSomeone notices eventually, then goes chasing it down. The account owner is texted a secure reconnect link automatically.
Questions, Answered
Straight Answers About Bank Feeds.
Can bookkeeping software code transactions automatically?
It can for activity it has enough evidence to justify. In LedgerHQ, saved rules and Tally code and post familiar bank activity, while new vendors, ambiguous transfers, and incomplete rows remain queued for a bookkeeper. Software that claims to post everything is deferring the work, not removing it.
Which bank data provider does LedgerHQ use?
Plaid. Institution coverage, update timing, and statement availability depend on Plaid and the financial institution.
Are pending transactions posted?
No. Fresh pending activity is view-only until it settles or reaches the supported hold period, so it cannot contaminate coding or reconciliation.
Can someone reconnect a bank without a LedgerHQ login?
Yes. LedgerHQ sends approved company owners a secure, limited, single-use reconnect link by text.
Only $20 per month
Put Routine Bank Activity Behind You.
No contracts. Tally's AI use is included.
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