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 3 of 4· quickbooks online accountant

Connect QuickBooks when you're ready.

Ledger pulls your client list, chart of accounts, and uncategorized transactions from QuickBooks Online Accountant. We'll set this up from your inbox — no need to do it during setup.

QB
→
L
QuickBooks Online Accountant → LedgerWhat we'll ask for when you connect
  • 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

Banks come in per client.

You'll link each client's bank from inside the inbox via Plaid — real-time transaction sync, no Chrome extension, no scraping, no client credentials touched by us.

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Plaid → LedgerWhat you'll set up later, one client at a time
  • 12,000+ institutions — Chase, BofA, Wells, Amex, Ramp, Brex, Mercury, and more.
  • Per-account choice — pick the operating account, skip the savings, link the card. You decide what flows into the inbox.
  • No credential storage — Plaid handles bank auth. We see transactions; we never see your login.
Disconnect any time from a client's settingsPlaid · SOC 2 Type II

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.