Close faster, with AI watching your back.
Ledgersync Close uses AI to surface reconciliation discrepancies, suggest matches, and walk you through month-end the way a senior accountant would.
Every month, the same problem: QuickBooks Online doesn't match the bank. You pull up the statement, scroll through transactions, and start comparing line by line — manually. An hour turns into three. Ledgersync Close eliminates that entirely.
Ledgersync Close is not a rule engine. It is pure AI — comparing your real fetched banking data against your QBO data and historical/industry-wide patterns to flag every missing transaction, duplicate, conflicting QBO rule, and miscategorized entry in roughly 60 seconds per account.
How Ledgersync Close Validates QBO Data
Five automated steps, every account, every month.
- 1. Connects to QBO and pulls chart of accounts, vendors, transactions, and rules
- 2. Fetches bank statements and check images from 10,000+ banks (PDF upload if a feed is broken)
- 3. Line-by-line AI comparison surfaces missing QBO transactions, duplicates, and discrepancies
- 4. Validates categorizations against your history and flags conflicting QBO rules
- 5. Edit transactions in Ledgersync and push corrections back to QBO — or text/email the client for missing info
Catch the silent miscategorizations
Conflicting QuickBooks bank rules silently miscategorize transactions every month. Upload your client's rules and Close identifies every conflict before it hits the books. Pull check images and edit QBO transactions in one place — no more switching tabs.
Included in the Ledgersync One Price Suite
Ledgersync Close is offered at no additional charge. It is part of every Ledgersync subscription — along with dedicated setup, training, and ongoing support from our team.
AI-assisted month-end reconciliation.
AI reconciliation assist
Suggested matches and flagged anomalies for every bank/book difference.
Workflow insights
See exactly what's blocking close across every client in one view.
Audit-ready trail
Every match, override, and adjustment is logged for review.
Ready to automate the data work?
Start your 30-day free trial. Credit card required at sign-up — you won't be charged until the trial ends, and you can cancel anytime.
30 days free · credit card required · cancel anytime