AI bookkeeping · accounting practices
Ledgerly codes every transaction against the client's own history, chases the missing receipts itself, and reconciles the ledger continuously. Your team opens a set of books that are already closed.
Ledgerly does them continuously instead of in a panic on the 8th of the month.
Learns each client's chart of accounts and their habits, including the ones that make no sense but are consistent.
Texts and emails the client directly for anything unsupported, then reads the receipt when it arrives and files it.
Matches bank feed to ledger daily. A break is flagged the day it happens, not five weeks later.
Builds the questions for the client as it goes, so the month-end call has an agenda before anyone opens the file.
Measured over two full quarters against the same client base the year before.
Nothing posts silently. Every coded transaction records the rule or the historical match that produced it. Sort the ledger by confidence and the ten things worth looking at are at the top.
It asks rather than guesses. A supplier it has never seen, an amount outside the normal range, a category that would change the VAT treatment, all of it stops and raises a query instead of picking the most likely answer.
Corrections stick. Recode something once and Ledgerly applies the reasoning to that client from then on. It does not quietly revert to its own view next month.
Your engagement rules hold. Thresholds, approval limits and which clients are allowed automated postings at all are set per client, by you, not by a default.
The one with the shoebox of receipts and the personal card mixed in. We'll run the month in parallel and you compare the two sets of books.