The books, balanced.
Every entity, in real time.
One place for every company you own — bank feeds, reconciliation, invoicing and real statements, in the system our own practice runs on.
We keep the books. We also built the system they live in.
LedgerHub was built inside I&S Accounting Services LLC to run our own clients' books — the same reconciliations, the same month-end close, the same statements we produce for you. It isn't licensed from a vendor, and it isn't a startup's idea of what accounting looks like.
Which means when your business needs something the software doesn't do yet, the people who keep your books and the people who write the code are the same people.
What your books already talk to.
We build and run this ourselves, so an integration is a conversation rather than a feature request into a vendor's queue. If your books need to reach a job-management system like JobTread, or anything else you already depend on, tell us what it is and we'll tell you what it would take.
Not a mockup — actual screens, actual numbers.
Captured from a demonstration company we keep on LedgerHub for exactly this purpose — a construction business, and a household on its own books. Nothing here is a rendering: every figure is what the software computed.
Three things worth switching for. Then everything else.
From the first invoice to the final close — real accounting workflows, not a lightweight ledger.
Every entity under one login
Switch between every company's books in a click — one login for the whole portfolio, with intercompany transfers built in. Not a separate file, a separate subscription and a separate password per company.
Bank transactions, coded as they land
Write a rule once and matching transactions code themselves on arrival. Everything else gets a suggested account, party and class, drawn from how this company coded the same kind of transaction before — your own books are the reference, and none of it trains a model. It can only pick from your chart of accounts and your own vendor and customer lists, so it cannot invent an account or a payee. It suggests, you confirm.
And it compounds: every transaction you code becomes part of what it reads next, and a pattern worth keeping becomes a rule that handles it outright — so the longer it runs on your books, the less it has to ask. What still reaches your review queue is what genuinely needed a decision.
Ask your books, in plain English
A dedicated AI answers questions straight from your live financials — "Who owes me the most money?", "Where did my cash go last quarter?" — scoped to exactly the company you're viewing.
A close that holds
Period locking with a real close workflow: once a period is closed, nothing dated inside it changes without a recorded reason — and every change to the books is attributed, with before-and-after detail.
W-9s, and a 1099 file that just uploads
Collect W-9 details and taxpayer IDs — encrypted, shown masked — and flag which vendors are 1099-reportable. In January the year exports in Track1099 / Tax1099's own 1099-NEC layout, addresses already split into street, city, state and zip, so it uploads without remapping a column. We don't e-file — we hand the filing service a file it already understands.
Your personal books, too
Keep household finances alongside the company, on books of their own: where the money went by category, income against spending month to month, and a cash-flow view that follows each dollar from paycheck to where it landed. Same ledger underneath, a simpler face on top.
Cash-flow forecast, and the 13-week view
What is coming, not just what happened: open invoices in, open bills and loan payments out, laid out by the month they fall due — plus the 13-week cash view.
A portal for your clients
Each client gets their own login, confined to their own books — reporting-only, or with editing switched on. Ask for a document and they upload it straight onto the request, and any customer can be sent a shareable statement link showing what they still owe.
Budgets, and how far off you are
Set a budget per account per month, then read the variance line by line — so a drift shows up in month two, not at year end.
Documents that look like your business
Give each entity its own logo and accent colour and choose from six document templates — invoice, bill and quote each preview live on sample data as you change them. Every company you run sends paperwork that looks like that company, not like your accountant’s software. Invoices, quotes and reminders go out with Stripe and PayPal collection wired in.
Departments & classes
Multi-class tracking so every department's performance shows up in its own column.
Loans & amortization
Set up a loan once and payments are matched to bank transactions as they land — principal and interest split automatically. No more mortgage spreadsheets.
Bank feeds & reconciliation
Live transactions via Plaid, matching rules, one-click reconciliation.Real-time statements
P&L, Balance Sheet, Trial Balance and the General Ledger — never stale.Bulk entry & import
Batch grids, CSV / Excel import, recurring entries and bulk reclassification.Your books stay yours.
LedgerHub runs on AWS in the United States, behind Cloudflare. Import your full history when you arrive; export everything to CSV or Excel whenever you like.
The detail — encryption, subprocessors, backups, the audit trail — is written out in full, including what we don't claim.
Before you ask.
We're on QuickBooks or spreadsheets — can we switch?
Who can see our books?
How do bank connections work?
What does it cost?
What if we want to leave?
Ready to see your books balanced?
Tell us what you're running — how many companies, and what shape the books are in — and we'll take it from there.
