Bills arrive however they arrive
Forward invoices from any inbox, upload a PDF, or capture a photo. Your own AI can prepare bills from email.
Open Early Access · No invitation required
Let AI work the books.
Let AI work the books.
Keep control of every dollar.
Connect the AI you already pay for to bills, invoices, and your ledger. Automate preparation. Nothing posts until you approve it. No autonomous money movement.
Works with compatible MCP clients
Claude
ChatGPT
Gemini
Copilot
Cursor
+ compatible MCP clients
Your AI subscription. No token markup from us.
LedgerBeaverCustomer + vendor context · Active CRM tools on Max
From a bill to reviewed books.
LedgerBeaver checks the source evidence, your reviewer approves, and the entry reaches the books.
Enable JavaScript to watch the animated presentation, or explore the full workspace.
Explore the demo workspace →Illustrative showcase · Sample data · Simulated reviewer
Your process, connected. Your team, in control.
Built on standards
Model Context Protocol
Tamper-evident audit
Encrypted in transit & at rest
Bank transaction imports · Powered by Plaid
Built to be trusted with your books.
Human approval before posting. Hash-chained audit evidence. Encryption at rest and in transit. Free data exports.
Read the full Trust Center →See it in action
Your whole finance picture, in one view.
Review cash, receivables, payables, and exceptions together. This fictional workspace shows the dashboard and the evidence that needs your attention.
How it works
Three steps. Your judgment stays in control.
01
Connect your books
Start fresh with our chart of accounts, or import supported CSV and QuickBooks exports. Run alongside your current books while you evaluate.
02
Bring your own AI
Connect your preferred MCP-compatible assistant. Choose its workspace and permissions; revoke access anytime.
03
Approve before posting
Your AI reads bills, matches POs, and drafts entries. You review the evidence and approve every posting.
What's inside
Everything the books need.
Nothing you didn't ask for.
Coded, matched, checked
Read invoices, match purchase orders, check duplicates, and draft expense coding. Review the evidence before you approve.
Invoices out. Follow-ups handled.
Send invoices, track aging, and run collection reminders. Record customer payments and reconcile them against your bank activity.
A real general ledger
Prepare journals and accounting schedules, review roll-forwards, and track close evidence alongside fiscal periods and correcting entries.
Approvals with evidence
Route work to the right person. Batch review, retain reasons, and keep an approver attached to every posting.
Audit evidence you can verify
Hash-chained financial audit records make altered or missing links detectable. Run an integrity check and inspect the evidence.
The Dam — your built-in CRM
Your customers and vendors, connected to your books. See who owes you, who you owe, overdue balances, and the history behind every relationship.
Max adds notes, tags, owners, and pinned partners for follow-up. Try The Dam in the demo →
Vendor portal
Give vendors a place to submit invoices, provide tax documents, and track invoice status. Your finance team keeps review control.
Purchase orders
Code and approve commitments before bills arrive. Check budgets, track receipts, and match what you ordered to what you received.
Inventory
Know what’s on hand, where it is, and when stock runs low. Record receipts, issues, and physical counts.
Expenses
Keep receipts, expense claims, and approvals together. Review policy and category details, then record reimbursements paid outside LedgerBeaver.
Selected-client evidence review
Review a selected client’s close blockers, evidence requests, and pending review work. The active client stays visible throughout the work.
Retail sales and settlement
Import USD sales and settlement CSVs. Review returns, fees, payouts, and clearing-account reconciliation before posting.
Project planning
Organize USD project budgets, cost codes, documents, and reviewed change orders. Planning records stay separate from posted accounts.
From document to ledger — with you in the loop.
- Records arrive
- AI prepares
- You approve
- You pay at your bank
- Record & reconcile
LedgerBeaver never moves your money. Your bank does.
Keep the evidence, approval, and accounting entry together.
Pricing
Bring your own AI. Pay for the books.
Every new workspace gets 90 days of Pro. No card. Applied automatically.
Free
$0forever
For founders running it alone.
- 1 user, 1 AI connection
- Bills, invoices, ledger + approvals
- Human approval before every posting
- Financial statements + chart of accounts
- The Dam (read-only) · community support
Pro
$39.99 / month
For small teams that move fast.
- Everything in Free · up to 3 users
- Bill preparation under $500; human approval required
- Smart invoice capture (photo, PDF & email)
- Bank reconciliation + duplicate detection
- Accounting schedules, recurring invoices/bills, and standard month-end close
- Email support
Max
$79.99 / month
For finance teams.
- Everything in Pro · up to 6 users
- Bill preparation up to $5,000; human approval required
- Advanced operations: inventory, retail sales, and project planning
- Vendor portal & advanced analytics
- Correcting & reversing entries with full audit trail
- Priority support
Enterprise plans are quoted. Contact Sales →
FAQ
A few things worth knowing.
Does the AI move my money?
No. LedgerBeaver prepares payment details; you complete transfers through your bank. Every ledger posting needs human approval.
What happens after 90 days?
Choose a paid plan or continue on Free. No card is required for the trial, and it does not automatically charge you.
Can I leave with my data?
Yes. Export core contacts, bills, invoices, and ledger data to CSV anytime. Export is free on every plan.
Do I need to connect an AI to use LedgerBeaver?
You can use the workspace directly to manage bills, invoices, approvals, and your ledger. Connect a compatible MCP client when you want your chosen AI to help prepare the work. Your provider’s subscription is separate; LedgerBeaver adds no token markup.
Is The Dam a separate CRM?
It’s built into LedgerBeaver. The Dam brings customers and vendors together with balances, invoices, and activity from your books. Max adds notes, tags, assigned owners, and pinning to help your team manage relationships.
Move faster without giving up control.
Start your workspace. Bring your AI. Keep the final say.
Free to start · No card required · Cancel anytime