Stop chasing clients for transaction details
Send a magic link. Clients categorize their transactions. You review, approve, and post to QuickBooks or Xero — all in one seamless workflow.
Seamless integrations
Features
Everything you need to close the loop
From pulling uncategorized transactions to posting approved entries back — LedgerBridgR handles the entire workflow.
QBO & Xero Connect
One-click OAuth. Pull transactions, post categorizations back automatically to QuickBooks Online or Xero.
Magic Links
Clients click a link, categorize transactions, and submit. No login, no portal, no friction.
Review & Approve
Review client submissions, override categories, approve or return — then post to your GL in one click.
Vendor Memory
Learns from approved transactions. Auto-suggests categories for repeat vendors so clients categorize faster.
Per-Client Config
Control exactly which fields each client sees — category, class, customer, receipts, memos, and more.
Receipt Upload & OCR
Clients attach receipts per transaction. AI-powered OCR extracts vendor, amount, and date automatically.
Bank Rules Engine
Auto-categorize on import. Require receipts over $75, enforce class selection by vendor — prevent errors before they happen.
Auto-Sync
Watch accounts for new uncategorized transactions. Auto-import and notify clients on your schedule.
Analytics Dashboard
Firm-wide insights — client count, turnaround time, top vendors, categories, and smart categorization stats.
How It Works
Three steps. Zero friction.
Connect
Link your QuickBooks Online or Xero account with one-click OAuth. Transactions flow in automatically.
Send
Send magic links to clients. They categorize transactions, attach receipts, and add notes — no login required.
Review & Post
Review submissions, approve or return, then post to your GL in one click. Done.
Ready to bridge the gap?
Join accounting firms that have eliminated the back-and-forth on transaction categorization.
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