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Ledger IQ
Accounting
Paid

Ledger IQ

AI-powered trial balance automation for accounting firms. Standardize AJEs, automate trial balance imports, and map data directly to Lacerte tax software to accelerate year-end workflows.

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Rating
0
Reviews
0
Upvotes
4 months ago
Listed
Accounting
Bookkeeping
Tax Preparation
Financial Automation
CPA Tools
Trial Balance
SaaS
Workflow Automation
Tool information
Provider
Ledger IQ
Platforms
Web
Languages
English
Added to directory
4 months ago
Last updated
about 2 months ago
Rating
Not available
Pricing
Paid

About Ledger IQ

What the tool does and who it's for

Ledger IQ is an AI-driven trial balance automation platform designed specifically for accounting firms and CPAs. It streamlines the tax preparation process by automating the import of trial balance data from platforms like QuickBooks, facilitating adjusting journal entries (AJEs) through intelligent templates, and mapping financial data directly to tax software like Lacerte. By eliminating manual data entry and spreadsheet-based cleanup, Ledger IQ allows accounting professionals to finalize returns in record time while reducing the risk of human error.

Key capabilities

Instant Trial Balance Import: Upload Excel or CSV files without formatting headaches; accounts are normalized automatically.
Smart AJE Templates: Apply standard adjustments for depreciation, meals, and payroll in seconds using CPA-designed templates.
Direct Lacerte Mapping: Map trial balance accounts directly to Lacerte lines with one-click synchronization.
Automated TB Cleanup: Replaces manual Excel workflows with a clean, standardized interface for financial data adjustment.
Binder-Ready Output: Generates structured workpapers and clean PDFs ready for professional review and archiving.
Firm-Level Mapping: Perform mapping once and reuse it across all clients to ensure consistency and speed.
Multi-User Collaboration: Supports firm-level access with assigned seats for team-based tax preparation.
White-Glove Onboarding: Includes a guided setup where experts help map your firm's specific chart of accounts.

Pricing

Paid — plans below

Firm Plan

Most popular

$99/month

  • Up to 3 firm users
  • Unlimited trial balance imports
  • Unlimited AJEs
  • Unlimited Lacerte mapping & exports
  • 12-month commitment
  • 14-day pilot included

Pay-Per-Return

$25/return

  • Unlimited firm users
  • Full platform features
  • $99 one-time setup fee
  • No monthly commitment
  • Pay only when you use it

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