LedgerWatch
Open dashboard

For accounting & bookkeeping firms

Know which QuickBooks client is worth cleaning up next.

Connect each client company once. LedgerWatch pulls their bank and credit card activity into one triage board — uncleared volume, stale feeds, missing vendors and rule opportunities, side by side.

Uncleared by client

Every connected company ranked by how many bank and card transactions still need categorizing.

Bank feed disconnection alerts

Accounts with no new activity past your staleness window get flagged as likely disconnected feeds.

High volume warnings

Set a per-client threshold — the default is 40 items — and see who blew past it at a glance.

Transactions without vendors

Surface every expense missing a payee so 1099 and reporting cleanup doesn't wait until year end.

Rule opportunities

Repeating descriptions get clustered into suggested bank rules with their usual category and vendor.