AI bookkeeping that actually keeps the books
Built for accounting & tax firms · Two-way QuickBooks sync · SOC 2 ready
How it works
LucaLedger keeps a real general ledger, it doesn't just review a ledger that lives somewhere else.
- Documents in, data out. Receipts (with handwriting detection on annotated fields), invoices, and bank or credit-card statements are read by AI and turned into structured transactions. Large PDFs are chunked so nothing gets dropped.
- Transactions flow in automatically from Plaid bank and credit-card feeds and from QuickBooks.
- Categorization by rules + AI. Hard rules handle the unambiguous cases (cash withdrawals, inter-account transfers, bank fees); AI handles the rest, using the client's own history.
- Confidence-based review. Entries are ranked by confidence, high-confidence ones (~95%+) pre-grouped for one-click batch approval, mid-confidence flagged for review, lower sent to a suspense queue, lowest held for you. You approve in pre-grouped batches, nothing posts to the ledger until you do.
It learns from every correction
When you re-categorize something, LucaLedger updates that client's categorization hints, so the same vendor or pattern is right next time. Accuracy improves per client, which is the opposite of a static rules engine.
Two-way QuickBooks sync
Keep clients on QuickBooks and work in LucaLedger: it pulls the chart of accounts, balances, and transactions, and pushes your approved categorizations back, two-way with both QuickBooks Online and QuickBooks Desktop (through a paired desktop agent). Or replace QuickBooks entirely when you're ready. No vendor lock-in, no forced migration.
A dedicated QuickBooks comparison publishes soon, see all comparisons.
Where the books go next
Clean books aren't the finish line, they're the start of the financials and the return. Because the ledger, the financials, and the tax return live in one platform, approved bookkeeping flows straight into the workpapers. That connection is the whole point: the AI can see everything, so the numbers stay consistent end to end.
What firms used before
Firms usually bolt together QuickBooks or Xero plus a receipt-scanning tool (Dext, Hubdoc, AutoEntry) plus a categorization-cleanup tool, then a separate practice-management platform on top. The practice-management tools don't keep books at all: TaxDome reviews QuickBooks, Karbon syncs it, and Canopy is adding a beta overlay on top of it. LucaLedger keeps the ledger itself.
Head-to-head pages for QuickBooks, Xero, and the scanning tools publish soon, see all comparisons.
Frequently asked questions
Does LucaLedger keep a real general ledger?
Yes, it keeps the books, not just a review layer over QuickBooks. It also syncs two-way with QuickBooks, both Online and Desktop, if you want to keep clients there.
How does the AI decide what needs my review?
By confidence. High-confidence categorizations are grouped for quick batch approval; uncertain ones are flagged; the lowest wait for you. Nothing posts until you approve, you stay in control of the gray-zone items.
Does it learn from my corrections?
Yes. Re-categorizing updates that client's hints so the same pattern is handled correctly next time.
Which documents can it read?
Receipts, invoices, and bank and credit-card statements, plus tax forms (W-2, 1099s, K-1s, and more).
Is LucaLedger SOC 2 compliant?
LucaLedger is SOC 2 ready, controls and evidence are in place, with encryption in transit and at rest and row-level isolation.
How we describe this: based on LucaLedger's shipped capabilities as of June 2026. Last updated June 2026.