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AI Business Diagnostics · Monthly

Know Your
Business.
Every Month.

AI-Powered Bookkeeping & Business Diagnostics for American Small Business

"The monthly checkup your business deserves — at a fraction of the cost."

LedgerFast gives you a fast, clear picture of your financial health every month — spotting trends, flagging warnings, and tracking every dollar you earn, including cash that never hits your bank account.

First month free · Cancel anytime · No hassle
Faster than a bookkeeper
Deeper analysis than manual books
Not a CPA firm — bookkeeping assistance
Traditional Bookkeeper
$150–$300/hr
P&L only · No trends · No warnings · No cash flow comparison
VS
LedgerFast Essential
$99/mo
Portal · Excel · PDF · Warnings · Cash flow · Trends
·
LedgerFast Pro
$149/mo
Everything in Essential + Human bookkeeper review every month
You Save
$1,000s/yr
More analysis. Fewer surprises. First month free.

Process

How LedgerFast Works

Four steps, once a month. Upload → log cash → AI analyzes → you get a clear picture of your business health.

01

Upload Your Docs

Securely upload bank statements, receipts, or CSV exports through your private encrypted portal.

02

Log Cash Sales

Add any cash revenue that didn't hit your bank account. Your P&L reflects your real earnings.

03

AI Analyzes Everything

Claude AI categorizes transactions, detects anomalies, and builds your month-over-month diagnostic.

04

Receive Your Report

Portal dashboard, Excel workbook, and PDF — all delivered. Pro gets human bookkeeper sign-off first.


What You Get

Complete Business Diagnostics

Everything you need to see your business clearly — delivered three ways, every month.

Monthly P&L Report

Clean profit-and-loss with categorized transactions, revenue totals, and expense breakdown.

Cash Sales Ledger

Log off-bank revenue so your P&L shows what you actually earned — not just your bank balance.

Anomaly Detection

Duplicates, spikes, and new vendors flagged automatically every month.

Trend Analysis

Month-over-month view across revenue, expenses, and cash. The trend line tells the real story.

Human Bookkeeper Review

Pro reports reviewed by a real bookkeeper before delivery — every single month.

Encrypted Private Portal

End-to-end encrypted, private storage. Row-level security. Only you see your data — ever.


Add-On Service

AI Consulting for Your Business

Clean diagnostics are the foundation. Now use AI to automate your business, serve customers better, and get found by the clients who are looking for you.

AI Workflow Automation

Eliminate repetitive tasks — scheduling, follow-ups, invoicing, reminders. Automations that run while you sleep.

Customer Service AI

Build an AI assistant that answers questions, qualifies leads, and handles requests 24/7 — without extra staff.

Financial Intelligence

Find pricing opportunities, identify your most profitable customers, and model growth scenarios in your own data.

AI Strategy Session

Deep-dive session to map your business, identify the highest-impact AI opportunities, and build a clear roadmap you can actually execute — starting this week.

💡 Pricing depends on scope and build — every engagement is quoted based on your specific business needs and complexity. Simple AI automations routinely make or save small businesses thousands of dollars a year.

Put AI to Work for Your Business

Start with a discovery call — no commitment, just clarity on what AI can do for you right now.

Book a Discovery Call →

Privacy & Trust

Your Business. Your Data. Your Control.

Your financial information is never sold, shared, or used for anything other than producing your monthly report.

End-to-End Encrypted

Files stored in a private encrypted bucket. Row-level security — only you see your data, enforced at the database level.

We Never Sell Your Data

Your financials are used only to generate your report. Never sold, shared, licensed, or advertised against.

Payments via Stripe

Your card data never touches our servers. All billing handled by Stripe — PCI Level 1 certified.

Not a CPA Service

Bookkeeping assistance only. Not tax advice, CPA services, or certified statements. Consult a licensed CPA for tax filing.

Data Privacy at a Glance

How your data is protected
Encrypted in transit & at restAll uploads travel over HTTPS/TLS and are stored in a private Supabase bucket — never public-accessible.
Payments via Stripe — PCI Level 1Card data is tokenized client-side by Stripe. It never touches LedgerFast servers at any point.
Row-level security at the databaseEven if there were an app-level issue, the database enforces that your data is visible only to you — never to other clients.
Never sold, shared, or licensedYour financial data is used solely to produce your report. No advertising. No third-party sharing. Full stop.
AI processing without data retentionReports are generated via the Anthropic Claude API. By policy, API inputs are not stored beyond the session or used to train AI models.

What LedgerFast Is — and Isn't

LedgerFast.ai is a business management and diagnostics tool designed to help you understand cash flow, spot trends, and run your business better. Reports are not certified financial statements, tax returns, or CPA-reviewed documents. Cash sales are self-reported. For tax preparation, audits, or certified statements, consult a licensed CPA or enrolled agent.


Client Stories

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."

MJ
Maria J.
Fresh Harvest Bakery, TX

"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."

DK
Dave K.
K&S Plumbing, OH

"The trend view showed my expenses creeping up for four months straight. I'd never have caught that without the month-over-month comparison."

TR
Tanya R.
Riverside Studio, GA

Pricing

Simple, Honest Pricing

"The monthly checkup your business deserves — at a fraction of the cost."

First month free with subscription · Cancel anytime
Essential
$99
per month
First month includedFree with subscription. No credit card to start.

For sole proprietors ready to finally know their numbers.

  • 1 bank account
  • Monthly diagnostic (portal + Excel + PDF)
  • Cash flow: bank-only & combined views
  • Anomaly warnings
  • Cash sales ledger (self-reported)
  • Secure encrypted portal
Most Popular
Pro
$149
per month
First month includedFull Pro experience free — with human review.

For growing businesses who want a human expert on every report.

  • Up to 5 bank accounts
  • Everything in Essential
  • Human bookkeeper review — every month
  • Same-day turnaround
  • 6-month trend analysis
  • Invoice tracking + tax prep summary
  • Year-end report
  • Cash sales ledger (self-reported)
StripePayments processed securely by Stripe. Your card data never touches our servers.

Subscriptions renew monthly. Cancel anytime — no fees, no questions. Partial months non-refundable. By subscribing you agree to our Terms of Service and Stripe's Services Agreement.


Questions

Frequently Asked

Your first month is included with your subscription — no credit card required to start. Submit your documents, log any cash sales, and get your full diagnostic report. Billing starts month two via Stripe. Cancel anytime — no fees, no questions.
Traditional bookkeepers charge $150–$300/hr and deliver a P&L. LedgerFast delivers a P&L plus month-over-month trend analysis, anomaly warnings, cash flow comparison, Excel export with 5 tabs, PDF report, and a live portal dashboard — all for $99–$149/month. Pro also includes human bookkeeper review every month.
No. LedgerFast.ai provides bookkeeping assistance and business diagnostics — not licensed CPA services. We don't provide tax preparation, tax filing, tax advice, or certified statements. For those, consult a licensed CPA or enrolled agent.
Files are encrypted in transit and at rest in a private storage bucket. Row-level security at the database level means only you see your data. AI processing is done via the Anthropic Claude API — inputs are not stored beyond the session or used for model training. Payments are processed entirely by Stripe. We never sell, share, or license your financial data.
AI Optimization is our consulting service that positions your business to be found and recommended by AI tools — ChatGPT, Gemini, Perplexity, and AI-enhanced search engines. Just as SEO helped businesses show up in Google in the 2000s, AI optimization helps businesses surface in AI-generated answers today.

Know Your Business.
Every Single Month.

"The monthly checkup your business deserves — at a fraction of the cost."

First month free with subscription. Cancel anytime.
Get Started — First Month Free →