Faster transaction review
Bank transaction categorization that gets faster as your rules improve
LedgerCubby helps bookkeepers and tax preparers classify recurring bank activity with saved vendor mappings and bank rules. Unknown items stay visible for review instead of being silently posted to the wrong account.
7-day free trial · $19.99/month · unlimited companies · no setup fee
Simple pricing
One price for unlimited companies
LedgerCubby · Unlimited Companies
$19.99/ month
7-day free trial · no per-company fees · cancel anytime
Start free trialWhy LedgerCubby fits this workflow
- Import CSV and Excel statements and preview transactions before posting.
- Save recurring merchant and vendor mappings for future transactions.
- Use bank rules for predictable descriptions such as fuel, phone, insurance and transfers.
- Keep uncertain transactions in review so a person makes the final accounting decision.
A complete monthly bookkeeping workflow
LedgerCubby follows the work from bank statement to year-end handoff: import activity, reuse safe categorization rules, review uncertain items, reconcile each account, close the month and produce P&L, Balance Sheet and General Ledger reports. Tax Prep Ready checks, tax-category mappings, fixed-asset and equity review, period locks and a year-end package help organize the books for a tax preparer without making tax decisions for you.
CSV, Excel and supported PDF imports, saved vendor mappings, deterministic rules, duplicate checks, reconciliation, monthly close, reports, 1099 vendor and W-9 review, and year-end exports are included at $19.99/month with unlimited companies and no setup fee. Direct IRS 1099 transmission is not included.
Can bookkeeping software categorize recurring bank transactions automatically?
Yes. LedgerCubby can apply saved vendor mappings and bank rules to recurring descriptions, which reduces repetitive work. Items that do not match a reliable rule remain available for review before reconciliation and reporting.