For CPAs, bookkeepers & firms
Client bookkeeping without per-client fees
Software stops being a line item on every client.
$0
per client, per month, forever
∞
client books under one account
1
API key: your agent works every book
$249/mo
at most, if you feed up to 100 bank accounts
The math your software vendor doesn’t want you to do
Today: per-client pricing
The hours are the real cost
An engagement, end to end
- 1
Open a book per client
Each client is its own business in your account: own chart of accounts, transactions, reports, and lock dates. Creating one takes a sentence (“set up books for Ramirez Plumbing LLC”) and the default small-business chart is seeded instantly.
- 2
Point your agent at the backlog
Hand it the client’s statements. Bulk import and bulk categorize are built as migration workhorses: batches dedupe on import, one bad row never blocks the rest, and transfer matching keeps inter-account moves from double-counting.
- 3
Close, lock, deliver
Reconcile to the statement balance, book depreciation, lock the period, and export or print the reports.
Built to survive scrutiny
Immutable postings
Period locks
An audit log you can hand over
Balanced by the database
Honest limits, so you can plan
LedgerMCP is cash-basis oriented v1 software: no invoicing, payroll, sales tax, or multi-currency. If your engagement needs those, we are the wrong tool for that client. For write-up work, catch-up, monthly close, and 1099 prep, it does the job for free and your agent does most of it.
Common questions
How much does LedgerMCP cost per client?
Nothing per client: unlimited client books are free on one account. Paid plans cover live bank feeds only, priced by connected accounts pooled across all your books, not per client.
Is this defensible in front of a reviewer or the IRS?
Yes. Postings are immutable with corrections as linked reversals, periods lock after close, and every agent write sits in an append-only audit log you can hand a reviewer.
Can my staff and clients get their own logins?
Yes. Invite staff by email as full members (co-owners of the book), and give clients a review-only role: they see their dashboard and can explain charges you flag, without any ability to write. API keys can also be scoped to specific books or made read-only, so an agent or a client’s assistant only ever touches what it should.
Which AI do I use with it?
Whichever you already have. Claude and ChatGPT both connect in about a minute, and Claude Code or any MCP client works with an API key. Your agent, your prompts, on a ledger that enforces the rules; or use the optional built-in assistant on Growth and Scale, which works through the same audited tool surface.
How do cleanup and catch-up engagements work?
They are the sweet spot: the agent ingests months of statements in one pass, and you review the flagged queue. Engagements that took a weekend of data entry compress to an afternoon of review.
Can I get the data out for my tax software?
Everything exports to CSV in one click per book: transactions, general ledger, chart of accounts, journal entries, tags, and assets. The 1099 report gives you total paid per vendor with the year’s reporting threshold applied ($2,000 for 2026 payments, $600 for earlier years) and missing W-9s flagged.
Run one client on it this week
Pick your messiest backlog client, hand your agent the statements, and compare the hours.