BUILT BY AN ACCOUNTING FIRM, FOR OUR CLIENTS — AND TEAMS LIKE YOURS
The books, balanced.
Every entity, in real time.
One workspace for invoicing, bank feeds, reconciliation and reporting — across all of your companies.
One login
for every entity's books
Live feeds
bank data via Plaid, matched in a click
Ask your books
plain-English answers from your live financials
SECURED & COMPLIANT
AES-256 encrypted
Passkeys & 2-factor
Plaid bank feeds
Stripe & PayPal integration
Full-history import
Export anytime
SECURITY & DATA
Your books stay yours — no lock-in, either way.
You can import your full history when you move in, and export everything to CSV or Excel and leave whenever you want. Bank connections run through Plaid — your login never touches our servers — and sensitive data is encrypted with AES-256.
ENCRYPTIONSensitive data encrypted with AES-256, at rest and in transit.
SIGN-INPasskeys, Face ID and two-factor authentication on every account.
BANK FEEDSConnections run through Plaid — your bank login never touches our servers.
PAYMENTSCard and wallet payments handled by Stripe and PayPal; we never store card numbers.
PORTABILITYFull-history import when you arrive. Export everything to CSV or Excel, anytime.
Every entity's books, one view — dashboards, aging, statements and quotes.
WHAT'S INSIDE
Everything a multi-entity practice needs.
From the first invoice to the final close — real accounting workflows, not a lightweight ledger.
01
All your entities in one place
Switch between every company's books in a click — one login for the whole portfolio, with intercompany transfers built in.
02
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.
03
Bank feeds & reconciliation
Live transactions via Plaid, matching rules, and one-click reconciliation.
04
Real-time financial statements
P&L, Balance Sheet, Trial Balance and the General Ledger — always up to date, never stale.
05
Close the books, properly
Period locking with a real close workflow — once a period is closed, it stays closed.
06
Bulk power tools
Batch-enter expenses, bills, invoices and sales receipts in a grid — or import straight from CSV / Excel. Recurring entries and bulk reclassification included.
07
Departments & classes
Multi-class tracking so every department's performance shows up in its own column.
08
Invoicing & online payments
Invoices, quotes and payment reminders — with Stripe and PayPal collection wired straight in.
09
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.
10
Bank-grade security
Encrypted data, passkeys and two-factor sign-in, on every account by default.
SWITCHING IS THE EASY PART
Live in three steps, history included.
01
Import your history
Bring your full books with you — every entity, from your old system or spreadsheets. Nothing starts from zero, and nobody touches your data but you.
02
Connect your banks
Bank feeds link through Plaid in minutes — your login never touches our servers. Stripe and PayPal wire in the same way.
03
You're live
Reports are current from day one — and if you ever leave, everything exports to CSV or Excel. No lock-in, either way.
FROM THE FIRM
Built by accountants who use it every day.
LedgerHub was built inside I&S Accounting Services LLC to run our own clients' books. It's not a startup's idea of accounting — it's the tool our practice depends on, opened to teams like yours.
LEARN MORE ABOUT THE FIRM →COMMON QUESTIONS
Before you ask.
We're on QuickBooks or spreadsheets — can we switch?
Yes. You can import your full history when you move in — every entity, every transaction — so your books don't start from zero. You keep your comparatives, your aging, and your audit trail.
Who can see our books?
Only the people you invite, with role-based access — an owner and their accountant see different things. Every account is protected with passkeys or two-factor sign-in, and sensitive data is encrypted with AES-256.
How do bank connections work?
Bank feeds run through Plaid. You authenticate directly with your bank — your banking login never touches our servers — and transactions flow in automatically for matching and reconciliation.
What does it cost?
Simple pricing, no surprises — write to [email protected] and we'll walk you through it for your number of entities.
What if we want to leave?
You can export everything — transactions, ledgers, statements — to CSV or Excel at any time. No lock-in, either way. It's your data.
Something else? Write to us at [email protected]
Ready to see your books balanced?
Sign in to your workspace — or write to us and we'll walk you through it for your entities.
