Lock in your founding rate

Special introductory pricing for LedgerDude's first 25 customers.

You keep this price for as long as you stay with us, even when prices go up.

What do you need help with?

25 founding spots remaining.

Launch

$149/mo

Founding rate

You keep this price for as long as you stay with us, even when prices go up.

Your Books. Done Every Day.

LedgerDude does my books.

What you get

  • Automated bookkeeping, every day
  • LedgerDude Live Ledger
  • Bank connections (Plaid)
  • QuickBooks connection
  • QuickBooks history brought in
  • QuickBooks kept in step
  • Transactions sorted for you
  • Transfers matched
  • Duplicates caught
  • Remembers how you sort things
  • + 18 more
Most popular

Growth

$249/mo

Founding rate

You keep this price for as long as you stay with us, even when prices go up.

Bookkeeping + Planning

LedgerDude does my books and helps me plan.

Everything in Launch, plus

  • Budget Center
  • Forecast Center
  • Cash planning
  • What-if planning
  • KPIs
  • Goals
  • Monthly executive brief
  • Money trends over time
  • Advanced reports
  • Forecast vs actual
  • + 6 more
Best for growing businesses

Momentum

$499/mo

Founding rate

You keep this price for as long as you stay with us, even when prices go up.

Bookkeeping + Your AI CFO

LedgerDude does my books and acts like my AI CFO.

Everything in Growth, plus

  • Full AI CFO
  • Mission Control
  • Executive intelligence
  • Business radar
  • Daily brief
  • Weekly brief
  • Monthly executive brief
  • Benchmarking
  • Opportunity Center
  • Risk Center
  • + 14 more

Enterprise

Starting at $899/mo

Founding rate

You keep this price for as long as you stay with us, even when prices go up.

Multiple Businesses

LedgerDude runs finance across my companies.

Everything in Momentum, plus

  • Several companies in one place
  • Portfolio dashboard
  • Combined reporting
  • Portfolio AI
  • Board portal
  • Investor portal
  • Intercompany Center
  • Enterprise permissions
  • Portfolio Mission Control
  • Enterprise automation
  • + 4 more
Talk to us

Enterprise starts at $899 a month and depends on how many companies you own and how much help you want.

Founding base plan rates remain grandfathered while the account remains continuously active and in good standing, subject to program terms.

Founding pricing covers your monthly plan. Catch-up bookkeeping and cleanup are quoted separately based on how far behind the books are.

What each plan unlocks

Every plan gives you your morning brief, your cash, your calendar and your score. Higher plans add planning, guidance and a real finance expert on top.

Step 1

Launch

We do your bookkeeping. You read one page each morning.

Your books stay done, and one screen each morning tells you where you stand.

You get

  • Today
  • Morning Brief
  • Money alerts
  • Money
  • Yesterday
  • What's coming
  • Scoreboard
  • Business health score
  • Weekly CFO summary
  • What we noticed
  • Ask Your CFO
  • My numbers

and 15 more tools

Best for

Owners who want the bookkeeping done and a two-minute read each morning.

Start here if you want the bookkeeping handled and a daily read.

Step 2

Growth

Clean books, plus a plan for what is coming.

See what is coming, test big decisions first, and know if you are lender ready.

Everything before, plus

  • Advanced Scoreboard
  • Forecasting
  • Advanced forecasting
  • Industry benchmarks
  • Scenario planning
  • Advanced scenarios
  • Deeper recommendations
  • Loan readiness
  • Capital Center
  • Funding readiness
  • Advanced Ask Your CFO
  • Financial intelligence

and 22 more tools

Best for

Owners making bigger calls: hiring, trucks, pricing, loans and growth.

Move up when you start asking what happens next month, or a lender asks for numbers.

Step 3

Momentum

Clean books, a plan, and a finance expert in your corner.

Meet with a finance expert who plans the year with you and answers the hard questions.

Everything before, plus

  • Scheduled CFO meetings
  • Strategic planning
  • Budget reviews
  • Growth planning
  • Financing strategy
  • Custom analysis
  • Meeting packets
  • Quarterly reviews

Best for

Owners who want a person to plan with, not just numbers to read.

Move up when you want a person to sit down with you and plan.

Step 4

Enterprise

Several companies, one place, one team.

Run every company you own from one login, with combined numbers.

Everything before, plus

  • More than one company
  • All companies view
  • Combined reports
  • Board portal
  • Investor updates
  • Who sees what
  • Insights across companies
  • Money between companies
  • Secure sharing
  • Group Mission Control
  • Group answers

Best for

Owners of more than one company who need one place for all of them.

Move up when you own more than one company.

What is included in each plan

Every plan includes the daily basics. Move up when you want to plan ahead, or when you want a finance expert in the room.

Slide the table sideways to see every plan.

Feature comparison for the Launch, Growth, Momentum and Enterprise plans
FeatureLaunchGrowthMomentumEnterprise
Know where you standThe daily basics every plan includes.
Morning BriefA short written read on your business each morning.IncludedIncludedIncludedIncluded
MoneyCash, credit and debt across every account.IncludedIncludedIncludedIncluded
YesterdayWhat came in and went out yesterday.IncludedIncludedIncludedIncluded
What's comingPayroll, loans, taxes and bills on a simple calendar.IncludedIncludedIncludedIncluded
ScoreboardThe handful of numbers that decide your month.IncludedIncludedIncludedIncluded
Business health scoreOne simple score out of 100 for the business.IncludedIncludedIncludedIncluded
Weekly CFO summaryA weekly written summary with your priorities.IncludedIncludedIncludedIncluded
What we noticedThe meaningful changes in your numbers, explained.IncludedIncludedIncludedIncluded
Your numbers and reportsNumbers your CPA and lender can use.
My reportsProfit and Loss, Balance Sheet and Cash Flow.IncludedIncludedIncludedIncluded
This monthThe monthly close, step by step.IncludedIncludedIncludedIncluded
ReceiptsSnap a photo and we file it.IncludedIncludedIncludedIncluded
DocumentsA safe home for statements and files.IncludedIncludedIncludedIncluded
Bank accountsConnect banks and cards securely.IncludedIncludedIncludedIncluded
QuickBooksConnect the accounting system you already use.IncludedIncludedIncludedIncluded
Answers and helpAsk questions and reach a real person.
Ask Your CFOAsk questions about your business in plain English.IncludedIncludedIncludedIncluded
Advanced Ask Your CFOWhat-if questions answered with your real numbers.Not includedIncludedIncludedIncluded
MessagesSecure chat with your bookkeeper.IncludedIncludedIncludedIncluded
What we needA short list of what we need from you.IncludedIncludedIncludedIncluded
Review meetingsYour monthly review notes and follow-ups.IncludedIncludedIncludedIncluded
Plan what is nextSee ahead and test decisions before you commit.
Advanced ScoreboardDeeper measurements built for your trade, with targets you set.Not includedIncludedIncludedIncluded
ForecastingProject revenue, profit and cash forward.Not includedIncludedIncludedIncluded
Advanced forecasting3, 6, 12 and 24 month forecasts you can adjust.Not includedIncludedIncludedIncluded
Cash planningSee cash weeks and months ahead.Not includedIncludedIncludedIncluded
Scenario planningTest what-ifs before you commit.Not includedIncludedIncludedIncluded
Budget CenterSet a budget and track it monthly.Not includedIncludedIncludedIncluded
Budget versus actualWhere you beat or missed the plan, explained.Not includedIncludedIncludedIncluded
TrendsMulti-month trends in one view.Not includedIncludedIncludedIncluded
Industry benchmarksCompare your numbers to businesses like yours.Not includedIncludedIncludedIncluded
Goal trackingSet goals and watch progress.Not includedIncludedIncludedIncluded
Money and lendersBe ready before someone asks for numbers.
Loan readinessAre your numbers ready for a lender today?Not includedIncludedIncludedIncluded
Funding readinessA score and checklist for getting funded.Not includedIncludedIncludedIncluded
Capital CenterDebt, funding and capital plans in one place.Not includedIncludedIncludedIncluded
Financial intelligenceWe read your numbers and explain what changed.Not includedIncludedIncludedIncluded
Business radarEarly warning signals across the business.Not includedIncludedIncludedIncluded
Deeper recommendationsA short list of what to do next, with the dollars behind it.Not includedIncludedIncludedIncluded
Work with a finance expertA person who plans the year with you.
Scheduled CFO meetingsA standing meeting with your Virtual CFO.Not includedNot includedIncludedIncluded
Strategic planningWe build the financial plan for the year with you.Not includedNot includedIncludedIncluded
Budget reviewsWe walk your budget with you and adjust it.Not includedNot includedIncludedIncluded
Growth planningPlan hiring, trucks, locations and pricing.Not includedNot includedIncludedIncluded
Financing strategyWe help you choose and pursue the right money.Not includedNot includedIncludedIncluded
Custom analysisAsk us to dig into any question about your business.Not includedNot includedIncludedIncluded
Quarterly reviewsA structured quarterly reset with your CFO.Not includedNot includedIncludedIncluded
Meeting packetsAn agenda and packet built from your numbers.Not includedNot includedIncludedIncluded
More than one companyFor owners running several businesses.
More than one companyRun several companies from one login.Not includedNot includedNot includedIncluded
All companies viewEvery company side by side.Not includedNot includedNot includedIncluded
Combined reportsCombined statements across companies.Not includedNot includedNot includedIncluded
Secure sharingShare reports with expiring links.Not includedNot includedNot includedIncluded
Who sees whatControl access by person and company.Not includedNot includedNot includedIncluded

What the founding price covers

Your founding rate is your monthly plan price. These are quoted separately and are not part of the price lock:

  • Catch-up bookkeeping and historical cleanup
  • Custom CFO projects
  • Other companies' subscription costs
  • Payment processing costs
  • Tax services
  • Payroll services
  • Custom connections
  • Usage-based costs if we ever add them
  • Optional add-ons
  • New products that are not part of this plan

The first 25 paying customers can lock in these introductory base plan rates while they remain continuously active and in good standing, subject to the Founding Customer terms.