1. Import statements
Add CSV, Excel or supported PDF statements. LedgerCubby reads transaction dates, checks for duplicates and keeps each account with the right company.
For Business Owners, Bookkeepers & Tax Preparers
Bookkeeping from bank statement to tax-ready handoff
Manage your own business or multiple client companies in one workspace. Review only the transactions that need attention, close each month, and prepare clear reports for year-end.
New
LedgerCubby now connects securely to supported bank accounts with Plaid
Read-only bank access lets posted transactions sync into LedgerCubby for review and categorization. LedgerCubby cannot move money.
$19.99/month after trial · unlimited companies · no setup fee · cancel anytime
How it works
From bank statement to finished books
See the complete workflow from statement import through tax and year-end review.
2. Categorize & review
Safe rules handle familiar activity automatically. Only uncertain transactions stay in Needs Review for your decision.
3. Reconcile & close
Compare the ledger with each statement, finish the month-end checklist, and lock completed periods from accidental changes.
4. Tax & year-end ready
Review P&L, Balance Sheet and General Ledger reports, tax mappings, fixed assets, equity, 1099 vendor details and the year-end handoff package.
From monthly bookkeeping to tax-ready handoff
Secure bank connection with Plaid
Connect supported bank accounts in read-only mode and sync posted transactions into LedgerCubby for review and categorization.
Unlimited companies, one workspace
Keep each company's chart of accounts, banks, transactions, documents and reports separate without paying per company.
Bank statement imports
Upload CSV, Excel or supported PDF statements, confirm extracted activity and review likely duplicates before they reach the ledger.
Smart rules and vendor mappings
Reuse approved vendor mappings and bank rules to reduce repetitive categorization while keeping uncertain items visible.
Reconciliation you can defend
Tie statement balances to the ledger, review cleared and outstanding activity, and close a period when the difference is zero.
Tax Prep Ready review
Check reconciliations, review equity and fixed assets, and map bookkeeping categories to supported tax-return lines for preparer review.
Complete financial reports
Produce Profit & Loss, Balance Sheet and General Ledger reports by company and period.
Year-end package
Work through year-end checks, then print or export a clear package for the tax preparer.
Period locks and audit history
Protect closed months from changes and keep a record when important bookkeeping activity changes.
Built for business owners and professionals who manage the books
Business owners
Keep your business books organized month by month, reconcile the bank and have clean reports ready when you need them.
Tax preparers
Organize client books before tax season instead of rebuilding twelve months of activity at filing time.
Independent bookkeepers
Manage a growing roster from one login without buying a separate subscription for every company.
Small accounting firms
Standardize imports, categorization, reconciliation and review across multiple engagements.
LedgerCubby Plan
One simple price. Unlimited companies.
Unlimited Companies
$19.99/ month
All core bookkeeping features · no per-company fees
7-day free trial · cancel anytime · no setup fee
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Frequently asked questions
See the workflow before you commit
Open the demo, then start a 7-day trial when you are ready to use your own companies.