LedgerPulse AI

Client updates that feel human, without the manual work.

LedgerPulse connects to QuickBooks Online, tracks meaningful changes, and prepares brief, client-ready updates for buyer approval before anything is sent.

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Cash

$248k

+8%

$92k

-12%

Net Income

$18k (30 days)

+4%

Draft ready

Awaiting approval

Pending

Multi-tenant access

Invite teams per bookkeeping firm and keep every client tenant isolated with its own data flow.

Approval-first workflow

Every email stays in a pending queue until buyers approve it. No surprises.

Meaningful change detection

Track cash, AR/AP, and net income shifts and highlight only what matters.

Fast to launch, safe to scale

OAuth connections, encrypted token storage, and a clean handoff to Gmail drafts keep the workflow secure and audit-friendly. Add more tenants anytime without rewriting your stack.

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