Bank Connection
Connect your bank once. We read the activity, and we never see your password.
Simple tools your whole team can use on day one. No accounting degree required.
Connect your bank once. We read the activity, and we never see your password.
Every bank line gets the right account, and it learns from each fix you make.
See where your books stand, what is left, and the questions waiting on you.
Snap a picture at the counter. We read it and pair it with the bank line.
One private thread with your bookkeeper, plus quick questions you answer in seconds.
Profit & Loss, Balance Sheet and Trial Balance from your own books, every month.
Every statement, receipt and tax file in one private, locked place.
Ask about your books in plain words and get answers from your own records.
When a month is closed we lock it, so the numbers you were given cannot change.
Passkeys and two-step sign in guard every screen that touches your bank.
The whole month, from your bank feed to a locked set of books.
You sign in at your own bank. We read the activity and pull statements, and we never see or store your password.
Every bank line gets the right account. When you correct one, LedgerDude remembers and does it that way from then on.
Anything unclear becomes one plain question in your portal. Your short answer files the line and teaches the rule.
Snap a picture at the counter. We read the vendor, date and amount, then pair it with the matching bank line.
Profit & Loss, Balance Sheet and Trial Balance you can click into, line by line, down to the bank activity behind the number.
Bank balances are proved against the statement, adjustments are recorded, then the month is locked so numbers stop moving.
Already on QuickBooks? We read those books too. Nothing is ever written back until a person approves it.
Passkeys and two-step sign in protect every screen that touches your bank or your books.
Read how we protect your data in our security policy.
