Exit setup
Step 1 of 4· account

Let's get you set up.

Two minutes. Then you're in your inbox.

By creating an account you agree to our Terms and Privacy policy.

Step 1 of 4· verify email

Check your email.

We sent a 6-digit code to confirm it's really you. It expires in 10 minutes.

Didn't get it?·
Step 2 of 4· business type

What kind of books do you keep?

Pick the closest match. We auto-load the chart of accounts, vendor mappings, reconciliation rules, and AI suggestions tuned for that industry.

Preset loadsJob costs · Materials · Subcontractors · Equipment rental · Permits · Vehicle fuel · 8 more

You can change this any time from settings. Switching verticals doesn't lose your data — just re-maps suggestions.

Step 3 of 4· quickbooks online accountant

Connect QuickBooks.

We pull your client list and chart of accounts so you don't rebuild your books. Read-only until you accept a categorization.

QB
→
L
QuickBooks Online Accountant → LedgerAuthorize Ledger to read & write to your books
  • Read your client list, chart of accounts, vendors, and uncategorized transactions.
  • Write categorized journal entries and matched bills back to QBO — only when you press A.
  • Never view client balances, payroll runs, or account credentials.
Revoke any time at intuit.com/accountRead the data policy
Step 4 of 4· bank · powered by plaid

Connect your first bank.

Pick one client's bank to start. Real-time transaction sync via Plaid — no Chrome extension, no scraping, no client credentials touched by us.

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+ 12,000 more institutions via Plaid · Mercury, Capital One, US Bank, etc.

You're in.

8 books linked, first bank synced, construction preset loaded. Your inbox is ready.

8
Books linked
312
Txns pulled
22
Accounts mapped

Pro tip: press ? in the inbox to see all keyboard shortcuts.