More client capacity, not more headcount
AI drafts. Your team reviews. The books stay yours.
LedgerIQ is not trying to replace your practice. It is the back office your practice would build if it had the engineering team — AI to draft, tooling to review fast, and a clean hand-off to the work only a CPA can do.
Two ways a firm uses LedgerIQ
Your clients on LedgerIQ, you invited in
A client runs LedgerIQ and invites your firm into their books from their portal. You get a workspace for each client and a switcher to move between them and your own practice. One active outside-accountant seat per client business.
LedgerIQ back office behind you
For volume bookkeeping, LedgerIQ's own trained accountants review AI drafts against a confidence gate before posting, under supervision. You take the reviewed ledger and do the advisory, tax and sign-off.
The review tooling
- A queue that is already triaged — Low-confidence, high-dollar and unknown-vendor entries are routed to you; routine high-confidence entries are not cluttering the list.
- Double-entry checks built in — Debits-equal-credits parity is enforced before a draft exists; you are reviewing classification, not chasing a balance.
- One-click posting, then locked — A posted entry is immutable. Corrections are new entries — the audit trail is real by construction.
- Vendor learning that compounds — Every post or reclassification you make is recorded and applied to that vendor's next transaction, with confidence rising on each recurrence. The queue gets shorter as the engagement matures.
- Clarifications loop — When something needs the client, a plain-language question goes to them and their answer comes back to you — structured, not a lost email thread.
Where LedgerIQ stops — deliberately
LedgerIQ provides the ledger and the AI tooling. It does not do tax filing, advisory, or attestation, and its back-office reviewers are described as trained accountants doing ledger review — not as licensed CPAs. That boundary is intentional: the CPA-scope work stays with you, and nothing in the product implies otherwise.
What your client sees (so you are not their support desk)
- Their own dashboard — Cash survival, runway, margin, budget — so routine "how are we doing" questions do not come to you.
- Self-service chart of accounts — QuickBooks-style numbering and templates, with guardrails that stop them deleting an account with journal history or breaking sub-account types.
- QuickBooks Online export — Posted entries out in QBO's native import format whenever you need them in your own stack.
Scale the part a computer does well. Keep the part that needs your licence.