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LedgerGuard AI-Powered Accounting Audit Platform

Daily, AI-powered audits of every client's QuickBooks Online books.

LedgerGuard – AI-Powered Accounting Audit Platform case study
LedgerGuard · Website
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Client

LedgerGuard

Product Overview

LedgerGuard is an AI-powered accounting audit platform built for accounting firms and bookkeepers. It connects natively to a firm's QuickBooks Online (Intuit) data and uses Claude AI to audit every client's books every day, catching discrepancies that manual, periodic reviews would otherwise miss, including miscategorized transactions and unreconciled items sitting unresolved in the ledger.

By running continuous, AI-driven audits instead of point-in-time reviews, accounting firms can surface issues earlier and give clients more confidence in the accuracy of their books. Firms connect each client's QuickBooks Online account once, and LedgerGuard takes over the daily review work, flagging categorization errors and unreconciled items on a dashboard so bookkeepers spend their time resolving issues instead of hunting for them.

Tech stack
  • Next.js
  • NestJS
  • PostgreSQL
  • Supabase
  • QuickBooks (Intuit) API
  • Claude AI

What we delivered

  • Native QuickBooks Online (Intuit) integration pulling each client firm's books automatically.

  • Claude-powered daily audit pass flagging errors across every connected client, every day.

  • Categorization-error detection that catches transactions posted to the wrong account.

  • Unreconciled-item tracking that surfaces entries left unresolved in the ledger.

  • Custom firm-specific rules layered on top of the baseline audit logic.

  • Reconciliation summaries and a client dashboard surfacing flagged issues for review.

  • Multi-client architecture letting a single firm monitor every connected client from one workspace.

Key Insights

  • Gave accounting firms daily audit coverage across every client instead of periodic, point-in-time reviews.

  • Surfaced categorization errors and unreconciled items earlier, before they compounded into bigger reconciliation problems.

  • Let bookkeepers spend their time resolving flagged issues instead of manually hunting for them across client books.

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