Real-time financial health scores across your entire client portfolio — powered by AI, synced with QuickBooks, updated automatically.
Acme Bakery
Score trend
The books arrive in March.
You get the file in March. The cash ran out in November.
The data is already old.
By the time it lands in your inbox, the decisions that caused it are 90 days gone.
Move the mirror forward.
LedgerMind moves the mirror to the windshield — see what's coming, not what happened.
Sign up as a CPA firm
Create your LedgerMind account. No credit card required.
Invite your SMB clients
Send a branded invitation. Clients connect their books and you're automatically linked.
Get real-time intelligence
Your dashboard populates immediately. Health scores and risk flags update automatically.
Every client in one sortable table. Sort by score, tier, flags, or runway — and drill into any client's full financial history in a single click. No toggling between accounts, no switching context.
out of 100
↑ +19 pts over 3 months
Score trend
Trend-weighted scoring
Not a snapshot — a trajectory. The FHS blends current state with momentum so you see where a client is headed, not just where they stand.
QuickBooks auto-sync
Connect a client's QuickBooks once. LedgerMind pulls fresh financials automatically — no manual uploads, no stale spreadsheets.
Risk alerts
When metrics cross a danger threshold, you get an email before the client calls you. Critical flags trigger immediately; weekly digests surface the rest.
AI insights
Claude analyzes each client's financials and surfaces what matters: key risks, actionable recommendations, and a plain-language bottom line.
Decision Simulator
What if my client hires 3 people? What if revenue drops 15%? Adjust sliders and see the health score, flags, and tier change in real time — before making the call.
“LedgerMind doesn't replace CPAs. It makes them impossible to replace.”
No setup fees. No per-client overage charges. Cancel anytime.
For growing CPA firms
For established firms
See LedgerMind working with your real client portfolio in minutes. No setup fees, no commitment.
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