Your clients' books fill up with problems QuickBooks can't see. LedgerInbox checks every client's POS, payroll and bank files, puts every gap from every client in one list, and lets you clear them with the keyboard.
7 days free · no card · cancel anytime
Every client keeps its own books and its own industry setup. You work them all from one place.
Exceptions from every client in one list. J and K to move, Enter to accept, R to recategorize.
The same vendor uncategorized in seven clients' books is one keystroke, not seven logins.
A restaurant, a salon and a store each get their own chart of accounts, vendor routing and set of checks.
Every finding carries its evidence and the arithmetic behind it, down to the file line, so you can defend it to the client.
Ask the client's manager about a shortage with a link they answer without logging in, with reminders until they do.
A Close Certificate per client per month and an owner report with your firm's logo, sent in one click.
The checks follow the client's industry. Plus adds the checks marked Plus below.
| Industry | Checks it runs | Daily sales read from |
|---|---|---|
| Restaurants & bars | Deposits matched to card batches, Cash over/short, daily, Tips owed vs. tips paid, Repeat shortages by register, Card fees audited (Plus), Sales tax collected vs. owed (Plus), Gift card liability (Plus), Payroll clearing (Plus), Delivery payouts (Plus), Transfers between related companies (Plus) | Toast · Square · Clover |
| Cafés & coffee chains | Deposits matched to card batches, Cash over/short, daily, Tips owed vs. tips paid, Repeat shortages by register, Card fees audited (Plus), Sales tax collected vs. owed (Plus), Gift card liability (Plus), Payroll clearing (Plus), Delivery payouts (Plus), Transfers between related companies (Plus) | Square · Toast · Clover |
| Salons & spas | Deposits matched to card batches, Cash over/short, daily, Tips owed vs. tips paid, Repeat shortages by register, Card fees audited (Plus), Sales tax collected vs. owed (Plus), Gift card liability (Plus), Payroll clearing (Plus), Transfers between related companies (Plus) | Square · Clover |
| Retail stores | Deposits matched to card batches, Cash over/short, daily, Repeat shortages by register, Card fees audited (Plus), Sales tax collected vs. owed (Plus), Gift card liability (Plus), Payroll clearing (Plus), Transfers between related companies (Plus) | Square · Clover |
Yes. The industry is set per client, so a restaurant, a salon and a retail store each run their own checks inside one firm account.
Per client location, never per seat: $40 per location per month on Core, $70 on Plus. Your whole team uses it at no extra cost.
No. Files arrive by email or upload. On Plus, a client's manager answers questions through a link without an account.
Yes. LedgerInbox sits on top of each client's QuickBooks Online file and writes back only what you approve.
Add your clients, forward one month of their files, and work every gap from one list. Free for 7 days, no card.