For accounting firms leaving QuickBooks

QuickBooks is software you work in. LedgerHQ is software that works.

Tally is an AI bookkeeper inside the real ledger — coding, reconciling, texting clients, and building reports — so your firm stops living in the bank feed.

QuickBooks
vs
LedgerHQ + Tally

Side by side

One side still needs a person for everything. The other has Tally.

Pick the column that finishes the month without you chasing logins, statements, and uncoded rows. Hover any row for the full difference.

QuickBooks

You chase the close

LedgerHQ

Tally runs the close

Still waiting on the client · still in the feed
Books moving · exceptions only

What that means day to day

The work QuickBooks still dumps on your team.

Same close. Different amount of human grinding.

Bank feed dies

In QuickBooks someone notices, emails the client, waits, follows up. In LedgerHQ, Tally texts a secure reconnect link.

QB ✕·LHQ ✓

Month-end statements

Upload and hunt, or wait on the client. LedgerHQ scans the PDF and drives the reconciliation worksheet toward zero.

QB ✕·LHQ ✓

Familiar vendors

Bank rules help — then your staff still babysits the feed. LedgerHQ auto-posts trusted activity and holds exceptions.

QB ✕·LHQ ✓

Multi-company firm

Open file after file. LedgerHQ shows uncoded, missing statements, open recs, and reports ready across the whole firm.

QB ✕·LHQ ✓

Leave QuickBooks cleanly

Import the chart and journals. Reconnect banks. Keep moving.

Bring CoA + journal CSVs with preview validation. Bank connections reconnect on Plaid after cutoff — no fake “full clone” promises.

  1. 1

    Export CoA + journals from QBO

    Standard CSV path firms already know

  2. 2

    Preview & validate in LedgerHQ

    See what replaces before you commit

  3. 3

    Reconnect banks · turn Tally loose

    Firm queue lights up on day one

Questions

What firms ask when they compare.

Is LedgerHQ a QuickBooks alternative for accounting firms?

Yes. LedgerHQ is a full double-entry bookkeeping system — chart of accounts, journal entries, registers, bank reconciliation, period locks, and financial statements — designed for firms managing many client companies rather than for a single business. The practical difference from QuickBooks Online is that routine work is performed by Tally, an AI bookkeeper writing to the ledger, and that the product is organized around a firm rather than around one company file.

What does QuickBooks actually automate?

One step: delivering bank and card transactions to a screen. Coding those transactions, resolving the ones that are unclear, chasing clients for missing information, posting accruals and adjusting entries, reconciling accounts to statements, checking the work, and producing financials are all still performed by a person. That is the gap LedgerHQ closes.

Can QuickBooks answer questions across all of my clients?

No. QuickBooks Online is organized around one company file at a time, and QuickBooks Online Accountant gives firms a client list rather than a queryable view of every client's books. Firms typically rebuild that answer in spreadsheets. LedgerHQ keeps every managed company under one firm workspace, so a question like "which clients still have uncoded activity over $1,000" is answered in the product.

Can my own AI agent connect to QuickBooks or to LedgerHQ?

QuickBooks has an API, but reaching production requires an Intuit developer account and app review, and there is no supported path for a firm's own AI assistant to simply connect and work. LedgerHQ ships a documented REST API under an OpenAPI specification plus an MCP server as part of the product, so agents and internal systems work against the same books your staff use, under the same permissions.

How do I move a client from QuickBooks to LedgerHQ?

Agree a cutoff date, export the Chart of Accounts and Journal report CSVs from QuickBooks at the same moment, upload both to LedgerHQ and review the validation preview before anything posts, then reconnect the client's bank accounts through Plaid from the cutoff forward. Because billing is per active company, most firms move one client first and run it in parallel with QuickBooks for a close.

Do I have to cancel QuickBooks to try LedgerHQ?

No. Keep QuickBooks for the clients you have not moved and for read-only history. The two run alongside each other for as long as you want.

Is an AI bookkeeper safe to use on client books?

It depends entirely on where the AI operates. Tally works through the same accounting services as your staff, which means balanced entries, enforced period locks, company-scoped access, no visibility into bank credentials, and a record on every entry showing that Tally rather than a person created it. Familiar activity moves automatically; new vendors, ambiguous transfers, and incomplete evidence stay queued for a human. An AI that posts everything is not faster — it is a cleanup project scheduled for later.

Stop paying skilled people to babysit QuickBooks.

Let Tally do the routine. Your team reviews exceptions and serves clients.

QuickBooks is a trademark of Intuit Inc. Comparison is for firms evaluating bookkeeping alternatives.