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Native AI agent — included on every plan

Ask your books a question. Get a real answer.

Ledger is an AI agent built into Bookkeep AI. It reads your posted transactions, journals, anomalies, and close checklists — across every client and every month — and answers in plain English.

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Things firms ask Ledger every day

→Which clients still have uncategorized transactions this month?
→Summarize the March close for Redwood Cafe.
→Show me every transaction over $5,000 in Q1.
→What changed in payroll spend between January and June?
→Are there any duplicate charges I should look at?
→What's the net income trend for my top five clients?

How Ledger is different from a chatbot

Reads your real ledger

Ledger queries the same posted transactions, journal entries, and close checklists your team works in — not a copied export.

Works across every month

Ask about last quarter, last year, or a month-over-month comparison. Ledger is not limited to the current period.

Finds the messy 6%

Uncategorized transactions, anomalies, and outliers surface as a list you can act on, with the client and amount attached.

Scoped to your firm

Ledger only sees the clients in your workspace. Nothing crosses firm boundaries, and every answer links back to the source records.

Ledger FAQ

How does Ledger find uncategorized transactions?

A transaction is uncategorized when it is still in the pending review state — imported from a bank feed or file, but not yet approved to an account. Ledger counts exactly those rows, per client and per period. You can verify the same list in the Review Inbox, filtered to Pending.

What does “open anomalies” mean?

Anomalies are flags the system raises during import and review: likely duplicates, unusual amounts for a vendor, and transactions that break an established pattern. An anomaly is open until someone resolves or dismisses it. Ledger reports open anomalies only, so a number of zero means nothing is waiting on you.

Where can I verify what Ledger tells me?

Every answer maps to a screen. Uncategorized counts live in the Review Inbox, anomalies live in the Anomalies panel on the client workspace, totals live in Reports, and close status lives in the Monthly Close tracker.

Can Ledger change my books?

Ledger reads and reports. Posting entries, approving categorizations, and resolving anomalies stay in your hands in the app, so nothing is written to the ledger without a person approving it.

Want the longer version? Read how AI bookkeeping works.

Put Ledger on a real client.

Free forever for your first client, with a 30-day trial of every paid feature. No card required.

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