Bookkeeping automation for solo CPAs

Your books, reconciled while you sleep.

Ledgza connects to QuickBooks or Xero, auto-reconciles transactions, and drafts journal entries with a 95% confidence gate, so you approve the work instead of building it from scratch.

Built with input from solo CPAs in r/Accounting. Pilot spots are limited to 12 firms.

Works with QuickBooks Online Works with Xero
230,000+ solo & small-firm accountants in the U.S. 68% still reconcile and post entries manually

The problem

There’s no quiet season in your practice anymore.

01

The backlog never clears

Tax season ends, but bank reconciliations from last month are still sitting untouched, and quarterly close prep is already starting.

02

Same entries, rebuilt by hand

Journal entries for payroll, vendor payments, and intercompany transfers get rebuilt every single cycle, even though the pattern rarely changes.

03

Client chasing piles up

Emails chasing missing documents stack up in the inbox because there’s never a natural gap in the calendar to send them.

04

The routine becomes the practice

Every hour spent on routine work is an hour not spent serving clients or taking on new ones, and it compounds until the backlog is the business.

The fix

Ledgza handles the routine work before it reaches your inbox.

Ledgza connects directly to your existing QuickBooks or Xero account plus your bank feeds. It auto-reconciles transactions, drafts journal entries for recurring patterns, and routes anything uncertain to you for a one-click review, so your time goes to judgment calls instead of data entry.

  • Get back the hours you currently spend matching transactions and building entries from scratch.
  • Avoid the rushed, distracted entry. Every auto-generated entry is confidence-scored before it ever reaches your ledger.
  • Watch it learn your clients. Review gets faster with every cycle instead of staying the same amount of work forever.

How it works

From connected to approved in three steps.

Step 1

Connect

Link QuickBooks or Xero and your bank feed through a secure, read-only connection. Takes under five minutes.

Step 2

Review

Ledgza matches transactions automatically and drafts entries for anything new, each with a visible confidence score. Anything under 95% is flagged for your eyes only.

Step 3

Approve

One click posts the entry back to your books. Edit or reject if something’s off, and Ledgza learns from the correction for next time.

Features

Built around the one thing that matters: trust.

Auto-Reconciliation

Incoming bank transactions are matched to your existing ledger automatically, so routine QuickBooks and Xero reconciliation stops eating your evenings.

Confidence-Gated Journal Entries

Every draft entry carries a visible confidence score. Nothing posts below 95% without your explicit approval. No silent automation, ever.

One-Click Review Queue

Approve, edit, or reject entries in a single click. Batch-approve everything above your threshold when you’re short on time.

Client-Specific Learning

Every correction you make feeds back into the system, so Ledgza gets sharper on your specific clients’ quirks with every cycle.

QuickBooks & Xero Native

Built directly on official partner APIs. No fragile workarounds, no robot logging into your ledger at night, no manual CSV exports.

Why the 95% gate?

Because for a CPA, “here’s exactly how we prevent a bad entry” is the selling point, not a footnote. You’re always the last check before anything posts.

Why we’re building this

What early users are saying.

“We spent months reading r/Accounting threads and small-firm Facebook groups before writing a line of code. The same story kept surfacing: solo CPAs drowning in reconciliation work that never changes shape. Every automation tool they tried was built for enterprise close teams, never for a firm of one. So that’s exactly who we’re building Ledgza for.”

— The Ledgza founding team

150,000+ solo CPAs still rely on manual reconciliation. We built Ledgza for the 68% who haven’t found a tool built for a firm of one.
[Pilot testimonial, collected from the pilot cohort by Week 6]
[Solo CPA name], [Firm name]
[Pilot testimonial, collected from the pilot cohort by Week 8]
[Solo CPA name], [Firm name]

Pilot pricing · locked in early

Simple pricing that scales with your practice.

One flat price for your whole practice, not per client book. During the 8-week pilot, the Solo tier is open and pilot participants keep this price. Small Firm and Custom follow after general availability.

Post-MVP

Small Firm

$100/accountant/month · 2–5 accountants

  • Everything in Solo
  • Shared rule libraries
  • Multi-CPA review workflows
  • Client-portfolio dashboard

Best for small firms that need a second reviewer or shared client coverage.

Get Notified at Launch
Post-MVP

Custom

$5,000+ · custom implementation

  • Tailored automation rules
  • Custom integrations
  • Multi-entity client support
  • Non-standard chart-of-accounts structures

Best for firms with unique chart-of-accounts structures or multi-entity clients.

Talk to Us

FAQ

Questions solo CPAs ask us most.

What happens if Ledgza gets an entry wrong?

Nothing posts without either a 95%+ confidence score or your explicit approval. Every entry below that threshold is flagged for your review before it ever touches your books, and every correction you make is logged to improve future accuracy for that client.

Does this replace my judgment as the CPA?

No. Ledgza handles the repetitive pattern matching (payroll, vendor payments, recurring transfers) and routes anything unusual or unclear straight to you. You’re always the last check before anything posts.

Which accounting platforms do you support?

QuickBooks Online and Xero, connected through their official partner APIs.

How do you pull my bank transactions?

Primarily through the bank feed your clients already connected inside QuickBooks or Xero, with no extra setup. For clients without a working feed, we use Plaid, the same secure, read-only connection used by major financial apps. Ledgza never stores banking credentials.

Is my client data secure?

Yes. All data is encrypted in transit and at rest, and financial data is never used to train models across firms without explicit opt-in.

What does the pilot involve?

We’re onboarding 12 solo CPAs for an 8-week pilot to tune accuracy against real client data. Pilot participants lock in early pricing and get direct input on what we build next.

When can I actually start using this day-to-day?

Pilot participants start connecting accounts as soon as they’re onboarded. General availability follows once confidence-gated entries hit a 95% approval match for 30 consecutive days.

Stop rebuilding the same entries every month.

Twelve solo CPA spots are open for the pilot. Connect your books, let Ledgza handle the routine reconciliation, and spend your time on the clients who actually need you.

No long-term commitment during the pilot. Cancel your connection at any time, and nothing posts to your books without your approval.

See How It Works ↑

12 spots. No card required. We’ll reply within two business days.