For QuickBooks Online users & bookkeepers

See revenue and expenses on the same report.

QuickBooks won't put them together. Type a plain question like "revenue and expenses by month" and get the answer in seconds, with every number explained. No $200/month upgrade. No Excel.

It's a live demo with sample data. Connecting your own QuickBooks is coming soon.

Showing: revenue and expenses by month, Q1 2026

Jan
Feb
Mar
Revenue Expenses

Sound familiar?

"QuickBooks doesn't have the report my client needs, so every month I export three reports to Excel, fix the columns, merge them with VLOOKUP, and email a spreadsheet. It takes 45 minutes. Per client."

How it works

1

Ask in plain English

Type a question like “which customers owe us the most?” or “marketing spend since January.” No report builder, no formulas, no SQL.

2

See the trust line

Every answer spells out what it counted and the dates it used, so you can trust the number before it reaches a client.

3

Save it and forget it

Save a report once and it runs itself every month, landing in your inbox as a clean branded summary. No logging in.

Built for the reports QuickBooks can't do

🗣️

Plain-English questions

Ask about your invoices and expenses in plain words, including revenue and costs side by side. No report builder, no formulas, no SQL.

Shows its work

The “Showing” line spells out the filters and dates behind every answer, so a wrong number never slips into a client report.

📅

Scheduled reports

Save a report once and it runs every month, landing in your inbox as a clean branded email.

🚫

No more Excel surgery

Skip the export, reformat, VLOOKUP, email routine. Get 45 minutes back per client, every month.

🔒

Secure by design

You connect through Intuit's official login. We never see your password, and you can disconnect anytime.

Answers in seconds

Most answers come back in under two seconds. Fast enough to use live in a client meeting.

What AskLedger can (and can't) answer yet

We'd rather be honest than oversell. Here's what it does today, and it's getting better every week.

Can answer today

  • Revenue and expenses side by side, month by month, with net
  • Profit per customer, using costs tagged to that client in QuickBooks
  • Invoices: unpaid, overdue, who owes the most, totals by customer
  • Expenses: totals by category or vendor, spending over time
  • Filter by amount or date range, sorted however you ask

Not yet

  • Balance sheet, cash-flow statement, full profit & loss
  • Splitting overhead (rent, software) across customers
  • Payroll, inventory, and sales tax
  • Anything outside your invoices and expenses

Simple pricing, free to start

Start free with 15 questions, no card needed. Paid plans come with a 14-day free trial, and you can cancel anytime.

Try it

$0

15 questions, free account, no card

  • ✓ Plain-English questions
  • ✓ Full results with the trust line
  • ✓ Demo company data
Start asking free
Most popular

Pro

$29/mo

14-day free trial included

  • ✓ Unlimited questions
  • ✓ Connect your QuickBooks
  • ✓ Saved reports
  • ✓ Monthly scheduled email reports

Firm

$149/mo

For bookkeepers & accountants

  • ✓ Everything in Pro
  • ✓ 10 client companies (soon)
  • ✓ White-label branded PDFs (soon)
  • ✓ Priority support

Founder pricing: the first 10 customers pay $79/mo for as long as they stay subscribed.

Frequently asked questions

How do I create a custom report in QuickBooks Online?

QuickBooks Online gives you a fixed set of standard reports with limited filters, so many views end in an Excel export and a rebuild by hand. AskLedger skips that. Type what you want in plain English, like “revenue and expenses by month,” and get the exact table in seconds, including the side-by-side view QuickBooks can't build.

Can I get QuickBooks reports without exporting to Excel?

Yes. AskLedger connects to your QuickBooks data and answers questions directly, so you never export CSVs, fix broken formatting, or rebuild pivot tables. Every answer shows exactly how it was calculated.

Does it work for bookkeepers with multiple clients?

That's who we built the Firm plan for. Manage every client's reports from one place, and have each client's monthly package generated and emailed automatically with your own branding.

How is this different from QuickBooks' built-in reports?

QuickBooks' built-in reports are fixed templates, and each one shows a single view. You can see revenue by customer, or expenses by category, but not both together. AskLedger answers plain-English questions about your invoices and expenses, including revenue and costs side by side, in seconds. It can also re-run any saved report automatically every month.

Is my QuickBooks data safe?

You connect through Intuit's official secure login (OAuth). We never see or store your QuickBooks password, and you can disconnect anytime from your QuickBooks settings.

Is there a free trial?

Yes, in two ways. You can try it instantly with no signup, a free account gives you 15 questions with no card, and every paid plan starts with a 14-day free trial you can cancel anytime.

Your next report is one sentence away

Ask your first question in plain English and see the answer in seconds. Free, no signup, no card.

Ask your first question free