AI-powered books for your entire firm.
One platform to manage every client's books at $29/client/month. Categorize transactions, generate monthly reports, and deliver year-end packages — automatically. You set your rates; the rest is your margin.
The economics for your firm
Ledger Pro is your back office, not your competitor. Your clients, your brand, your rates.
Built by people who file returns
Fidelis operates a licensed tax practice. That is why Ledger Pro's year-end packages come out organized to tax lines with support schedules attached — the way a preparer actually needs them in January — not as a generic accounting export. Your firm keeps the tax work, or hands your client a package any preparer can file from.
Ledger Pro vs. manual bookkeeping
| Feature | Ledger Pro | Manual |
|---|---|---|
| AI categorization | ✓ | ✗ |
| Monthly P&L reports | ✓ | Manual |
| Multi-client dashboard | ✓ | Separate spreadsheets |
| Year-end packages | ✓ Automatic | Manual |
| Client portal | Coming Soon | ✗ |
| Cost | $29/client/mo | Your hours |
Everything your firm needs to run client books.
- ✓AI transaction categorization
- ✓Monthly P&L reports
- ✓Year-end package generation
- ✓QBO sync (coming soon)
- ✓Unlimited clients
Built for how firms actually work.
AiMe learns your clients' businesses and categorizes every transaction automatically.
One-click P&L and balance sheet reports, delivered to your clients.
Tax-ready financials generated the moment the year closes.
Frequently asked questions
Ledger Pro is $29 per client per month, with unlimited transactions and unlimited clients. You bill your clients at your own rates — Ledger Pro is your back office, not your competitor.
QuickBooks Online Accountant manages client subscriptions to QuickBooks; your team still does the categorization work, or builds rules by hand. Ledger Pro's AI does the categorization itself and generates monthly reports and year-end packages automatically, so a firm can serve more clients per staff hour. QBO sync is coming, so you can run both during a transition.
No. Your clients are your clients. Ledger Pro is software your firm runs under its own brand and rates. Fidelis's own tax practice serves Fidelis's direct clients — it does not solicit yours.
Because the year-end package is designed by people who actually prepare returns. Every export is organized the way a preparer needs it — categorized to tax lines, with the support schedules attached — not a generic accounting export you have to re-work every January.
Connect each client's bank feed through Plaid and Ledger Pro begins categorizing immediately, including transaction history. QBO sync (coming soon) will let you import existing books rather than starting fresh.
One Ledger. Three ways in.
The same intelligence behind your household, your business, or your firm.
Your whole money picture, AiMe, and a real advisory team. Start free.
See Ledger →Books on autopilot for $29/month, with a real tax team attached.
See Ledger Lite →Every client’s books on one AI platform at $29/client/month.
You’re here