Stop Letting Your CPA Chase You for
Transaction Details.
Simplify your business life. Refer your CPA to LedgerChat so you can categorize expenses simply by replying to a WhatsApp or SMS message, instead of drowning in emails and spreadsheets.
AI-Powered Business Insights
LedgerChat isn't just for your CPA—it's your personal financial assistant. You can ask the AI questions about your revenue, expenses, and cash flow directly in the chat, getting instant, data-driven insights to help you make better business decisions.
How It Works
A simple process designed to save your time and keep your books accurate.
Your CPA sets it up
We'll invite your CPA or bookkeeper to connect LedgerChat with their accounting software. It takes them just a few minutes.
You get a message
Whenever an expense needs clarification, you'll receive a friendly, context-rich message directly on your preferred channel (WhatsApp, SMS, etc.). No more back-and-forth emails.
Reply in plain English
Just text back naturally. Our AI understands your response and figures out exactly how the expense should be categorized.
Your books are updated
The transaction is automatically mapped and reconciled in your CPA's system. You can focus on growing your business while we handle the busywork.
