Client hub
Every client's profile, contacts, deadlines, notes, and full history of requests, files, and messages on one page.
At launchPractice management for small bookkeeping firms
Your whole practice, in one place.
Clients, recurring work, documents, messages, and month-end in one calm workspace. Your clients get a simple checklist to send what you need and sort their transactions, so you can get back to the books. One flat price, not per client or per user.
9:41Ledgerbird
Hi, Mike
Your bookkeeper needs 4 things from you.
4 items left1 overdue · about 3 minutes
PDF
Upload Chase statementSeptember 2026
Overdue$
Home Depot · $187.42Receipt needed
?
Amazon · $63.18What was this for?
✓
Business questionnaire8 of 12 complete
Upload something
The problem
The books are the easy part.
Running the practice around them is what eats your week.
Your practice lives in five apps
Email, texts, shared folders, a spreadsheet of deadlines, and a separate portal, with nothing tied to the client.
Clients send things late, or not at all
Month-end slips while you wait on a bank statement or an answer about one uncategorized charge.
Recurring work is rebuilt by hand
Every new client means setting up the same monthly, quarterly, and year-end tasks from scratch.
What you get
Everything your practice runs on.
Built for one- to three-person firms that want fewer apps, not more.
Client requests and transaction sorting
Send clients a phone checklist for documents, receipts, and questions about uncategorized transactions, with automatic reminders.
At launchBank statements to CSV, balanced
Turn bank statement PDFs into QuickBooks-ready CSV files. Every file is checked: opening plus activity must equal closing.
At launchSecure document portal
Clients upload statements and tax forms into encrypted folders, organized by client and month.
At launchRecurring work, set up in one click
Keep one master task library. When you onboard a client, check what applies and their monthly, quarterly, and annual to-dos build themselves.
At launchSecure client messaging
Chat with each client, and comment right on the transaction, document, or task in question.
At launchHow it works
From new client to clean month-end.
Onboard in minutes
Add the client's profile, check the tasks that apply, and their recurring work is scheduled.
Clients send what you need
Statements, documents, and answers about transactions arrive through a simple checklist, with automatic reminders.
Work and close in one place
Tasks, files, messages, and history sit together on each client, so nothing slips.
Pricing
One flat price. Not per user or per client.
Practice management tools usually charge for every seat or every client. Ledgerbird plans are planned to start at $39 a month for up to 25 clients, and founding practices lock in a lower rate.
| A two-person firm, 25 clients | Per month |
|---|---|
| Practice tool at $59 per user | $118 |
| Client-request tool at $9 per client | $225 |
| Ledgerbird, flat | $39 |
Comparison uses published starting rates for practice management and client-request tools as of October 2026, billed annually where required. Ledgerbird pricing is planned and may change before launch.
"I built Ledgerbird because I was running my practice across too many apps. It's the one place I wanted for my clients, my work, and my month-end."Jay Ozuna, bookkeeper and founder, Washington
Questions
Good to know
Does Ledgerbird replace QuickBooks?
No. Ledgerbird works alongside QuickBooks Online or Xero. It runs your practice and everything between you and your clients, while the books stay in your accounting software.
Do my clients have to download an app?
No. Clients can open a secure link on any phone. An iPhone app is planned for clients who want push reminders.
How is client data protected?
Files are encrypted, each practice sees only its own clients, and Ledgerbird never asks for Social Security numbers or full bank account numbers.
When does it launch?
We're building now and plan to open to founding practices in early 2027. Waitlist members get access first.
What does founding pricing mean?
Practices that join early get a discounted rate that stays in place for as long as they subscribe.
Be one of the first practices on Ledgerbird.
Join the waitlist for early access, founding pricing, and a say in what we build.