Stop exporting QuickBooks to Excel and rebuilding the same report every month. Ask a question — "profit by customer this quarter" — and get the exact table in seconds, with the calculation spelled out.
Live demo with sample data — connect your own QuickBooks in one click soon.
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."
“Which customers owe us the most?” “Marketing spend since January?” No report builder, no formulas, no SQL.
Every answer states exactly what was calculated and for which dates — so you always know the number is right before it goes to a client.
Save any report and it re-runs automatically every month, emailed as a branded PDF to you or your client. (Coming soon)
Any report you can describe, you can have. No fixed templates, no “that report doesn't exist.”
The “Showing:” line spells out filters and date ranges on every answer, so wrong numbers never sneak into client reports.
Save a report once; it re-runs monthly and lands in your client's inbox as a branded PDF. (Coming soon)
Skip the export → fix → VLOOKUP → email routine. Get 45 minutes back per client, per month.
Official Intuit connection (OAuth). We never see your password; disconnect anytime.
Most questions come back in under two seconds — fast enough to use live in a client meeting.
Try it instantly — 15 free questions with a free account, no card. Paid plans start with a 14-day free trial — cancel anytime.
$0
15 questions with a free account — no card
$29/mo
14-day free trial included
$79/mo
For bookkeepers & accountants
QuickBooks Online only offers a fixed set of standard reports with limited filters, so most custom reports require exporting to Excel and rebuilding them by hand. AskLedger removes those steps: type what you want in plain English — like “profit by customer for Q1” — and get the exact table instantly.
Yes. AskLedger connects to your QuickBooks data and answers questions directly, so you never need to export CSVs, fix broken formatting, or rebuild pivot tables. Every answer shows exactly how it was calculated.
That's exactly who we built the Firm plan for. Manage every client's reports from one place, and schedule each client's monthly report package to be generated and emailed automatically with your own branding.
QuickBooks' built-in reports are fixed templates — if the report you need isn't on the list, you're stuck exporting to Excel. AskLedger answers any question about your data, in seconds, and can re-run any saved report automatically every month.
We connect through Intuit's official secure connection (OAuth) — we never see or store your QuickBooks password, and you can disconnect at any time from your QuickBooks settings.
Yes, twice over: you can try it instantly with no signup, a free account gets you 15 free questions with no credit card at all, and every paid plan starts with a 14-day free trial you can cancel anytime.