LedgerLens runs the ten-point review a careful bookkeeper does by hand — duplicates, Undeposited Funds, aging that won't tie out, journal entries posted straight to the bank — and turns it into a branded findings report you hand the client. The diagnostic you already sell, produced in the time it takes to open the file.
Before you close a month or take on a messy file, you walk the same checklist by hand: hunt duplicates in the feed, chase the Undeposited Funds balance, tie the aging to the control account, see what's parked in Ask-My-Accountant, scan for journal entries sitting on a bank line. It's necessary, repetitive, and hard to bill for the hours it actually eats — so the review quietly becomes unpaid onboarding. LedgerLens does the pass for you and writes it up the way you'd hand it to a client.
Pull up the Balance Sheet, the aging, the Journal — whatever you'd normally check — in the client's QuickBooks Online.
One click reads what's on screen, read-only, and runs the ten checks as you move through the file. Nothing is sent anywhere.
Out comes a branded report — score, every item to review, why it matters, the suggested fix. Save as PDF, send to the client.
The pass that catches what slips by near a deadline. Each finding is an item to review — never a verdict on the file.
The free tier runs the full review and shows every finding. Paid removes the export watermark and adds your firm's full branding. Grab the checklist now — and I'll email the early list the day it's live.
The same checklist LedgerLens runs — a printable one-pager with where to look in QuickBooks for each. No signup wall.