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Connect QuickBooks
OAuth connect in seconds. Pull your uncategorized transactions automatically.
The Problem
Manual categorization slows everything down
Uncategorized transactions pile up, decisions become inconsistent, and month-end turns into last-minute rework.
Hours lost to routine work
Sorting transactions one by one eats time that should go to actual review.
Inconsistent categorization
Different people, different periods, different calls, books drift without you noticing.
Review becomes rework
Clients push back, you re-open closed periods, month-end drags into the next week.
Shaky audit trail
When the logic isn't documented, every question from a client or auditor starts from scratch.
The Solution
AI suggestions. Your final call.
LedgerSort surfaces uncategorized transactions, suggests the right category with a reason, and pushes nothing to QuickBooks until you approve.
Suggested categorization
AI analyzes transaction history and patterns to surface the most likely category, so you're reviewing, not guessing.
Explained recommendations
Every suggestion includes a reason. You know why it was picked, not just what it picked.
Review, then sync
Apply AI suggestions row by row, override any you disagree with, then push approved changes to QuickBooks in one final step.
app.ledgersort.com/review
How It Works
Connect. Review. Approve. Sync.
A practical 4-step flow designed for everyday bookkeeping.
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AI analyzes patterns
LedgerSort reads your transaction history and suggests categories with confidence scores.
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Review suggestions
See the recommended category and reasoning for every item. Accept, override, or skip.
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Approve & sync
Once you've reviewed and applied your changes, hit Save Updates to push everything to QuickBooks in one go.
Simple pricing for accounting firms and solo bookkeepers. Private Beta
Get full access free during private beta — no credit card required. Paid plans begin at launch.
Solo
For independent bookkeepers managing a handful of clients
$19/mo
- Manage up to 20 QBO client books
- No transaction caps — every month, every client
- AI suggestions that show their reasoning
- Clients upload docs via a shareable link — no login needed
- Approved categories sync back to QBO instantly
Recommended
Firm
For accounting firms running high-volume QBO workflows
$39/mo
- All Solo features, plus:
- Unlimited QBO clients — no cap
- Direct email support — replies within 1 business day
- White-label client portal (coming soon)
Free during beta · No credit card required · Cancel anytime
Frequently Asked Questions
Straightforward answers before you get started.
Does LedgerSort automatically change my books?
No. LedgerSort suggests categories, and you approve before any updates are synced. You maintain complete control over your QuickBooks data.
Who is LedgerSort for?
It is built for small business owners, bookkeepers, and accountants handling uncategorized QuickBooks transactions.
How does it help with month-end close?
It reduces uncategorized backlog and rework so reviews move faster and close quality improves significantly.
Can I see why a category was suggested?
Yes. Suggestions include plain-language reasoning to support quick decisions and help you understand the logic.
Is there a review trail?
Yes. The workflow is designed to keep clear visibility into suggested and approved changes for audit purposes.
Do I need to replace QuickBooks?
No. LedgerSort is designed to work with QuickBooks as your primary system. It enhances your workflow, not replaces it.
Private Beta · Free Access
Clear uncategorized transactions
faster, with confidence
Keep your approval control while AI handles repetitive categorization work. Open the app and start cleaning up your queue.
✓ No credit card
✓ Cancel anytime
✓ Your data stays in QuickBooks