Real-time financial health scores for your entire client portfolio. Powered by AI, synced with QuickBooks, updated automatically.
3 clients need attention
Watch or Crisis tier
The Platform
Multi-client portfolio view
See every client’s health score, tier, and active risk flags at a glance — from a single sortable dashboard.
AI risk flags & insights
12 risk flags tracked automatically. AI surfaces what needs attention before the client calls you.
QuickBooks auto-sync
Client data flows in automatically every week. No manual entry, no stale spreadsheets.
How it works
Sign up & invite clients
Add your clients by name and email. They get a one-click QuickBooks connection.
Data flows in automatically
LedgerMind syncs financial data weekly. No spreadsheets, no manual entry.
See who needs attention
Health scores, risk flags, and AI insights update in real time. Act before problems escalate.
Inside LedgerMind
Your portfolio dashboard shows every client’s health score, risk tier, and active flags in a single sortable table. Red means act now. Green means sleep easy.
See how scoring worksScore Breakdown
Drill into any client to see their full financial health breakdown — profitability, liquidity, debt load, and operating efficiency, each scored out of 25. AI flags what’s at risk and tells you what to watch.
Explore the health scoreAdjust Inputs
Projected Impact
Resolved
What happens if your client hires two people? Takes on new debt? Cuts expenses by 30%? The scenario simulator shows the impact on their health score in real time — no data is changed, no risk involved.
Try a scenarioPricing
No setup fees. No per-client overage charges. Cancel anytime.
Practice Plan
For growing CPA firms
Growth Plan
For established firms