Rebuilt by hand, every month
Export, paste, fix the formulas, check the totals, send the PDF. For every client. The analysis your clients pay for gets whatever time is left.
LedgerView · for advisory & fractional-CFO firms
Your clients' numbers, every morning. Without the workbook.
Connect each client's QuickBooks once. LedgerView syncs the books every night and gives every client a live dashboard and a rolling full-year forecast — the workbook your team rebuilds by hand each month, kept up to date for you.
The problem
The numbers are already in QuickBooks. Getting them to the client is the work.
A month late by design
By the time the workbook lands, the month it describes is long gone. Clients make decisions on numbers that were true weeks ago.
Every client a little different
Different charts of accounts, different fiscal years, different things that matter. So every workbook is its own fragile copy.
How it works
Set up once per client. Current every day after.
Connect QuickBooks
Your client approves the connection through Intuit's own sign-in. One click, no exports.
Map the accounts
Your firm decides once where each QuickBooks account belongs. New or unmapped accounts are flagged — never dropped.
Sync every night
Monthly P&L, balance sheet and chart of accounts, refreshed overnight. "Refresh now" when you need it sooner.
Invite the client
They sign in and see their own company — dashboard, forecast and your notes. Nothing else.
Dashboard
The page your clients actually open.
Year to date and trailing twelve months against last year. Working capital — cash, credit, receivables, inventory — with days sales outstanding and inventory turns. Where the cash went over the last twelve months, line by line. Every chart can be read as a table.
Rolling forecast
Actuals where they exist. Forecast where they don't.
A full-year view that fills in the remaining months from simple assumptions: growth over last year, a share of revenue, or a fixed amount per month. Your client can adjust them and watch the year-end change. Forecast months are always marked as forecast.
Your voice on the numbers
Notes on every month.
Write what the client should take from the period, right beside the figures. It is the conversation you were going to have anyway — now it's on the page they come back to.
Notes for Sep 2026
- Best month of the year — product sales up 38% on last September.
- Receivables are growing faster than revenue. Let's review the 60+ day list.
- Line of credit draw covered the inventory build; plan to pay down in Q4.
Who sees what
Firms see every client. Clients see only their own.
Firm admin
All of the firm's clients. Adds clients and people, maps accounts, writes notes.
Firm staff
All of the firm's clients, read and annotate.
Client editor
Their own company. Can adjust forecast assumptions.
Client viewer
Their own company, read only.
Your clients' data
Held the way financial data should be.
- Read only. LedgerView reads the books. It never writes to QuickBooks.
- Separated in the database, not just hidden on screen: every query runs as the signed-in person, and the database itself refuses rows from another company.
- Nothing silently zero. Unmapped accounts, missing months and failed syncs are shown to the firm in plain English.
- Your client stays in control. They can disconnect LedgerView from QuickBooks at any time.
On the roadmap
What's coming next.
Built with our first design-partner firm; shaped by what advisors print and send today.
- Monthly report pack, emailed as a PDF
- A/R and A/P aging and the other reports you print today
- Saved forecast scenarios
- Commentary drafted from the figures — and checked against them
- Your firm's logo, colours and domain
- Xero, after QuickBooks Online
Questions
Frequently asked.
Does my client have to change anything in QuickBooks?
No. They approve the connection once. Your firm handles the account mapping inside LedgerView.
Our clients' charts of accounts are all different. Does that matter?
That's what the mapping is for. Each client's accounts are mapped once, by QuickBooks account, to the lines your dashboard uses. Per-client differences are configuration, not custom work.
How current are the numbers?
Synced every night, with a "refresh now" button for when you're mid-conversation.
Which accounting systems do you support?
QuickBooks Online today. Xero is next.
How is it priced?
Per client company, per month. Early firms join as design partners on a reduced rate — ask us.
Request a demo
See it with a sample client.
Tell us a little about your firm and how many clients you report for. We'll walk you through LedgerView on demo data — and talk about joining as a design partner.