Built for Canadian Bookkeepers
Your clients send docs.
LedgerLoop does the rest.
Frictionless capture by SMS or email, automatic transaction matching, and a bookkeeper-controlled approval gate — so you spend month-end reviewing, not reminding.
The problem
Month-end shouldn't mean chasing 30 clients over email.
Independent bookkeepers and small firms lose hours every month-end cycle waiting for receipts, invoices, and statements that clients forget to send. Books sit open. Reconciliation stalls. Your time disappears into follow-up threads.
LedgerLoop changes the direction of that work. Instead of you chasing clients, clients drop documents into LedgerLoop from their phone, by forwarding an email, or by clicking a single link — no login, no portal account, no friction. Everything that arrives is matched against open transactions and held for your approval before anything touches your ledger.
Frictionless capture
Clients submit via SMS reply, email forward, or a one-click upload link. No account required on their end. Documents arrive instantly — however they send them.
Automatic matching
LedgerLoop reads amounts, dates, and vendors from each document and matches them against your open transaction lines. A confidence score tells you exactly how certain the match is.
Bookkeeper-controlled approval
Nothing syncs to QuickBooks or Xero until you approve it. You stay in control of what enters your client's books. Every document is held in the approval queue until you say go.
How it works
From client's phone to your books — four steps, fully traced.
Client submits a document
Your client gets an SMS or email with a unique link. They click it, snap or drag their receipt, and it's done. No app to install, no account to create, no password to remember.
LedgerLoop reads and matches it
The document is parsed for vendor, amount, date, and tax. That data is matched against open transaction lines pulled from QuickBooks or Xero. Each match gets a confidence score.
Amount, date, and vendor all aligned
You review and approve
Every matched document lands in your Document Inbox. High-confidence matches take one click to approve. Lower-confidence ones surface for your review. Nothing moves until you decide.
Approved items sync to your software
Once you hit "Ready to sync," approved and matched documents push directly into QuickBooks Online or Xero. Attachments, categories, and notes land exactly where they belong.
Built for the workflow
Every part of month-end, handled without the back-and-forth.
Send a document request in seconds
Compose a request from the Client Requests screen. Choose the client, describe what you need, and LedgerLoop sends them a personalized link by SMS or email. They open it from any device, attach the file, and submit. No account required on their end.
- Request status tracked: Sent, Viewed, Fulfilled
- Automated follow-up reminders, configurable
- Reminders stop automatically when fulfilled
New Document Request
Client receives a one-click upload link. No account needed.
Month-End Review — December 2024
28
Matched
4
Pending
2
Unmatched
Pushes to QuickBooks Online or Xero
Close every month with one screen
The Month-End Review panel gives you a clear picture of where things stand: matched and approved, pending your review, unmatched items that need attention. When you're satisfied, one click pushes everything approved directly to your accounting software.
- Matched vs. unmatched counts at a glance
- Nothing enters your books without approval
- Full document audit trail retained
Questions
Things Canadian bookkeepers ask us.
If your question isn't here, reach us at the address in the footer.
Do my clients need to create an account to use LedgerLoop?
No. That's by design. When you send a document request, your client gets a personalized link by SMS or email. They click it, attach their file, and submit. No login, no password, no app to install. This is the core reason LedgerLoop exists — to remove the portal friction that causes clients to ignore or delay.
How does LedgerLoop connect to QuickBooks Online or Xero?
LedgerLoop connects to your accounting software via the official QuickBooks Online and Xero APIs. When you're ready to sync, approved and matched documents push directly into the right transaction records — with attachments, categories, and notes exactly where they belong.
What happens when LedgerLoop can't match a document?
Unmatched documents surface in your Document Inbox with a clear status so you can assign them manually. Nothing unmatched enters your books automatically. The system shows you what it couldn't resolve; you make the call.
Is my clients' data stored in Canada?
Yes. LedgerLoop is built for Canadian bookkeepers, with Canadian data residency. Documents and client information are stored on Canadian infrastructure, which matters for bookkeepers working under Canadian privacy expectations.
Can I use LedgerLoop for multiple clients?
LedgerLoop is designed for bookkeeping practices serving multiple SMB clients. Each client has their own document collection flow, and your inbox keeps everything organized by client and period. You stay in control of each file.
What document types does LedgerLoop handle?
LedgerLoop handles receipts, invoices, vendor statements, and bank statements. Clients can submit PDFs, images (JPG, PNG), and scanned documents. The extraction engine reads vendor, amount, date, and tax fields from each.
For Canadian bookkeepers
Stop chasing documents.
Start closing books.
LedgerLoop gives your clients the simplest possible way to send documents, and gives you the control to approve everything before it touches a ledger.
No client accounts required. QuickBooks Online and Xero compatible. Canadian data residency.