Finally know what your
business actually made.
Most software only sees your bank account. LedgerFast combines cash jobs, Venmo, Zelle, and bank deposits into one real monthly number. Then sends your invoices, chases payments automatically, and organizes everything for your tax guy at year end. Your numbers — for you first.
First month free. Cancel anytime.
Simple to start. Powerful all year.
Upload your bank statement. Log your cash jobs. Send invoices in seconds. LedgerFast runs in the background all year — and at year end your expenses are already organized for your tax guy. No expertise required to get started.
Your numbers, monthly.
Upload Your Docs
Upload bank statements or CSV exports through your secure private portal.
Log Your Cash Jobs
Add cash jobs, Venmo, and Zelle payments. Your books finally show what you actually made — not just what hit the bank.
AI Analyzes Everything
Claude AI categorizes transactions, flags anomalies, and builds your month-over-month picture.
See Your Real Number
Live dashboard, Excel workbook, and PDF — your real monthly number, ready to review. Yours first. Share what you want, with who you want.
Get paid, automatically.
Enter the Job Details
Finish the job. Open Collect, enter the customer name, job description, and amount. That's your only step.
Invoice Emailed Automatically
Collect generates a professional invoice and emails it to your customer immediately.
We Chase It For You
If they don't pay, we follow up by email automatically at day 3, 7, 14, and 30. You never make an awkward call.
Money Lands. Books Update.
Payment hits your account. Your books reflect it. Nothing to reconcile manually.
No shoebox. No scramble. No January dread. Your expenses organized all year — you choose what to share.
Finish the job. We'll get you paid.
Enter the job details in Collect. We create the invoice, email it to your customer, and chase it by email automatically until they pay. You never follow up. You never wait.
One-Click Invoicing
Enter customer, job, and amount. Invoice created and emailed instantly.
Professional Email Invoices
Branded HTML invoice delivered straight to your customer's inbox.
Automatic Chase Sequence
Day 3, 7, 14, and 30 email follow-ups sent automatically. No awkward calls.
Repeat Customer Recognition
We remember your customers. Just enter the name next time.
Weekly AR Summary Email
Every Monday: what's been collected, what's outstanding, what we're chasing.
Books Reconciliation
When the payment hits your bank, your books update automatically.
Your expenses organized all year. Ready for your tax guy when he needs them.
At year end LedgerFast packages everything your tax professional needs — already organized, already categorized, ready to file.
Transactions Categorized All Year
Every transaction is mapped to IRS Schedule C categories automatically as your books are built. Nothing extra to do.
Your Full Picture — For You
Cash jobs, Venmo, Zelle, and bank — all combined into one annual picture. You see it first. What goes to your tax guy is your call.
Year-End Package — Ready When You Need It
Expenses categorized, income summarized, and contractor payments tracked — packaged and ready before tax season. Hand it over when you're ready.
Your Tax Guy Gets Everything He Needs
One organized file. No hunting for statements. No shoebox of receipts. Your tax professional gets everything he needs — and you control what you share.
Schedule C Summary
Every expense mapped to the correct IRS line item automatically. Part I and Part II ready.
Annual Income Report
Bank deposits plus cash sales combined into one real annual P&L — the number that goes on your return.
1099 Contractor Tracker
Tracks payments to contractors and flags anyone paid over $600 who needs a 1099-NEC.
Quarterly Breakdown
Income and expenses by quarter — useful for estimated tax reconciliation and CPA review.
CPA Ready Checklist
A complete checklist of what LedgerFast has prepared and what you still need to provide. Clean handoff every time.
Excel + PDF Export
Download your full Tax Organizer as an Excel workbook or PDF. Give your CPA exactly what they want in exactly the format they want it.
LedgerFast organizes your financial data for your own business management. Sharing with your tax professional is your decision. LedgerFast does not prepare or file tax returns.
Get found by AI. Before your competitors do.
AI tools like ChatGPT, Gemini, and Perplexity are the new search engine. When someone asks for a plumber, cleaner, or contractor in your area — does your business show up? Most don't. We fix that.
Just like SEO helped businesses show up in Google, AI Optimization gets your business surfaced in AI-generated answers. We audit where you stand, identify the gaps, and give you a ranked action list. Then we implement it for you.
Step 1 — AI Visibility Assessment · $497
We audit your business presence across ChatGPT, Gemini, Perplexity, and AI-enhanced search. You get a full picture of where you show up, where you don't, and exactly what to fix — ranked by impact.
- · AI citation audit across 6+ platforms
- · Competitor citation analysis
- · Structured data and content gap audit
- · Entity clarity score
- · Priority action list ranked by impact
Step 2 — Implementation
Quoted by scope. We handle the fixes — content, structured data, entity signals — so AI tools start recommending your business instead of your competitors.
Start with the Assessment
One-time $497. Get a ranked action list within 7 days.
You decide what to do with them.
Two plans. Same powerful platform.
Start with software only or add an Expert's personal monthly review. Same platform either way.
Upload your statements. Log your cash jobs. We handle the rest — automatically.
- LedgerFast Books
- Up to 5 bank accounts
- Monthly books — live dashboard, Excel, and PDF
- Cash jobs and Venmo/Zelle ledger
- Anomaly warnings and trend analysis
- 6-month business analytics
- LedgerFast Collect
- Unlimited email invoices
- Automatic chase — day 3, 7, 14, and 30
- Repeat customer recognition
- Weekly collections summary
- LedgerFast Tax Organizer
- Expenses categorized all year
- Year-end package for your tax guy
- 1099 contractor tracker
- Quarterly income breakdown
- Excel and PDF export
Best for organized owners who want the output without the hand-holding.
Everything in Starter plus an Expert personally reviews your books every month, catches what the software misses, and answers your questions directly.
- Everything in Starter, plus:
- Monthly personal review by a LedgerFast Expert
- Anomaly escalation in plain English
- Direct access — your questions answered personally
- Priority support
Best for small LLC owners who want a real person in their corner every month.
Get found by ChatGPT, Gemini & Perplexity
Start with the AI Visibility Assessment for $497. Implementation quoted by scope.
Starter renews monthly at $49. Done With You renews monthly at $149. Cancel anytime — no fees, no questions. 30-day money-back guarantee on all purchases (see our Refund Policy). By subscribing you agree to our Terms of Service.
How it works in practice.
"I sell at three farmers markets a week. LedgerFast is the first service that lets me report my cash sales. My P&L finally shows what I actually earn."
"I upload my statements, log my cash jobs, and get a clean report. The anomaly detection caught a duplicate vendor charge I'd missed for two months."
"The trend view showed my expenses creeping up for four months straight. I'd never have caught that without the month-over-month comparison."