Statement intelligence
Upload bank statements as PDF, CSV or Excel. Activity is extracted and checked against the statement totals before it is accepted.
★ Launch offer until December 31, 2026: free client activationsSee the offer →
AI-POWERED BOOKKEEPING FOR ACCOUNTING FIRMS
Your books, always current and ready for tax review.
Built for
LedgerOnCue™ turns bank statements into organized transactions, reviewable categories, a traceable general ledger and financial reports — in one secure workspace for your firm and your clients.
Invitation-only access · MFA required on every sign-in
- Bank statements to books in one flow
- AI suggestions, human decisions
- English and Spanish
Statement MonitorProcessingIllustrative example
Statements12
Processed12
Categorized98%
Needs review3
Office suppliesExpense · OfficeAI
Client depositIncome · ServicesRule
Transfer to savingsBalance sheet · TransferPerson
MFA on every sign-inData isolated by firmAES-256 encryption for taxpayer IDsEnglish and Spanish
FEATURES
Everything the bookkeeping cycle needs
From the first uploaded statement to tax-ready reports, every step stays connected to its source.Bank account sync
Included in every plan. Send your client a secure link to connect their bank accounts. Their transactions come in automatically from the start date you choose, up to two years back, and you see them in that company's bank connections.
AI categorization that learns
Transactions are categorized from business context and from how your team corrected similar ones before. Change one category and the same merchant's transactions follow at once; write your own rules when you want.
General ledger
Approved activity posts to a traceable ledger. Transfers between accounts post through the balance sheet, not income or expenses.
Reconciliation
Each statement's math and month-to-month continuity are checked; any difference stays visible until it is resolved.
Financial reports
Profit and loss, balance sheet, cash flow, monthly summary, annual comparison and exports.
Sales Tax draft
Reviewable state and local sales-tax drafts from classified sales. Sales come from your classified records or directly from Square and Clover. Filing and payment remain professional actions.
Square and Clover point of sale
Your client connects their Square or Clover account through a secure link, with read-only access. Daily sales, sales tax collected and returns arrive by themselves, one line per location and day, ready for the Sales Tax draft. Toast coming soon.
Vendors, W-9 and 1099
Vendor reports in every package; 1099 review with secure electronic W-9 requests in Master Pro-Ledgers or as an add-on.
Client invoices
Issue invoices in your client company's name to its customers: numbered automatically, a PDF in English or Spanish sent by email, and paid, unpaid or overdue at a glance. No money moves through LedgerOnCue.
Tax Ready checklist
A fiscal-year checklist confirms statements, review, categorization and posting before tax preparation.
Your firm's brand (white label)
Your firm's name, logo and colors in the workspace and on client reports, with roles for each team member. Depends on the package; custom domain coming soon.
Client Portal
Each client company gets its own sign-in with MFA: figures your firm publishes from the books, statement requests, messages with your team and shared PDFs to download. Included in Master Pro-Ledgers; a monthly add-on on the other plans.
Luxury financial report
A presentation-ready report with a designed cover and your firm's summary in your own words, built from the reconciled books. Included in Master Pro-Ledgers.
TaxPro Letters
Professional letter templates on your firm's letterhead, filled in from the posted books and signed by your own professional. A draft for your review; never a CPA certification. Included in Professional Ledgers and Master Pro-Ledgers.
Messages with your clients
A private conversation per client company inside the Client Portal, optionally about a specific transaction, with unread counts for your team and for the client.
Team management
Invite team members by email and give each one a role: Owner, Admin, Tax professional, Bookkeeper, Reviewer or Viewer. Seats depend on the plan.
Interactive Master Pro-Ledgers demo
Explore a Master Pro-Ledgers firm with two sample companies: a year of processed statements, posted books, vendors and the Client Portal. No account needed: we send you a private link that works for a limited time, and nothing you do is saved or charged.
Request your interactive demoHOW IT WORKS
Four steps from statement to report
- 01
Upload
Your team or your client uploads the statements. Duplicates are detected and the fiscal year comes from the statement period.
- 02
Extract and check
AI reads every transaction and the totals are reconciled before anything is accepted.
- 03
Categorize and review
Categories are suggested automatically; your team reviews only what needs a decision.
- 04
Report
Post to the ledger and produce reports, Sales Tax drafts and 1099 information.
WHO IT'S FOR
Built for the people who keep the books
Accounting firms, independent bookkeepers and tax preparers work in the same secure workspace, and their clients take part through a secure link or their own Client Portal.For the accounting firm
- Less repetitive statement entry, even at high volume.
- Review exceptions instead of rebuilding every transaction.
- Clients, fiscal years, documents, vendors and reports stay connected.
- Control who can work with each client.
For independent bookkeepers
- Process statements for several client companies without a large team.
- Collect statements from clients with a secure upload link.
- Work in the browser, the installable web app or the Windows desktop app.
- The Ledger On-Demand package is designed for independent bookkeepers and small firms.
For tax preparers
- A Tax Ready checklist per fiscal year before preparation begins.
- Reviewable Sales Tax drafts from classified sales.
- Vendor reports and 1099 information from the posted books.
- Filing and payment remain professional actions.
For the firm's clients
- Faster progress from documents to usable books.
- A secure link to send statements, no account needed.
- With the Client Portal: their own sign-in to see published figures, answer requests and message the firm.
- Consistent categories backed by an audit trail.
- Organized reports ready for professional review.
INSIDE THE APP
See how your team will work
Your whole firm at a glance
Clients, documents waiting for review, open transactions and tax-ready years in one place.
BUILT-IN ASSISTANCE
Help where your team works
Guidance is built into the workspace, so your team spends less time searching and more time closing books.Self Audit
An automatic review before closing a fiscal year: reconciliation, uncategorized items, possible duplicates, statement gaps and vendors missing a W-9. Each finding links to where it is fixed.
Bookkeeping assistant
A chat that answers how-to questions about the app and bookkeeping steps. It does not see client records or make changes, so it is safe to ask.
Merchant InsightAdd-on coming soon
Works today: rest the pointer on a transaction to see how this business classified the same merchant before. Coming soon as an optional add-on: a public description of what the company does.
Guidance on every button
Rest the pointer on a button and a short note explains what it does, in English or Spanish.
Client upload link
Create a secure link for a client to send bank statements without an account. It expires in 14 days and allows up to 24 uploads.
Ask the client
Send the client a question about a specific transaction by email, or share the secure link from your phone or computer, so the business context comes from the person who knows it.
Support assistant and the USProFin team
The in-app Support assistant guides you step by step and, when an owner or admin presses its button, can email the firm's latest invoice or retry statements that could not be processed. Write to support@usprofinsystems.com when you need a person.
Profit simulator
Estimate your first 12 months of profit for your number of clients and statements on each plan, with the best plan marked.
LAUNCH OFFER · UNTIL DECEMBER 31, 2026
Free client activations when you subscribe this year
Subscribe before December 31, 2026 and the offer applies during your subscription's first year. Each free client's 12 statement credits are for that client.Up to 10 client companies activated free
With the annual plan. With the monthly plan, up to 3: 1 at the start and one more for each month paid.
Your first client company activated free
Includes the 12 statement credits for that client.
6 extra statement credits for your firm
When you activate your first client ($49.99 with its 12 credits), use the 6 extra credits for any client.
Your firm's own books, freeOn every plan, your own firm is activated free with 24 bank statements a year when you subscribe by December 31, 2026.
PLANS & PRICING
Professional bookkeeping, transparent pricing
First-year introductory subscription pricing. Client/company registration is unlimited; bank statement processing is sold in packs of 12.Ledger On-Demand
Basic financial statements, monthly income/expense, year-over-year comparison, vendor reports with duplicate-vendor merge. Bank account sync and advanced branding. 1 team user · $69.99/month per additional seat · 12-statement reload $29.99. Launch offer: subscribe before December 31, 2026 and, when you activate your first client ($49.99 with its 12 credits), your firm gets 6 more statement credits for any client.
First-year price$69.99 /monthAfter the first 12 months: $89.99/monthAnnual client activation $49.99 includes 12 shared statement credits · your own firm: free activation with 24 bank statements a year (12 for subscriptions from 2027) · add-ons billed where not included.What's included (13)
- Basic Profit & Loss and Balance Sheet
- Monthly income and expenses
- Year-over-year comparison
- Vendor report with duplicate-vendor merge
- Self Audit
- Your firm's own books: 2 bank accounts, 24 statements a year when you subscribe by December 31, 2026 (12 afterwards)
- 1 team user (additional: $69.99 / month each)
- Bank account sync
- Advanced branding
- Advanced support chat*
- Windows desktop app
- MFA and firm isolation
- English and Spanish
Available add-ons (9)
- Client Portal$19.99 / month
- Sales Tax (with point of sale)$9.99 / client / month
- 1099 review and secure W-9 requests$14.99 / month
- TaxPro Letters (Tax Professionals Letters)$5.99 / month
- Invoices and Quotes$9.99 one-time activation, not recurring
- Luxury financial reports$4.99 / client / month
- Full white label*$14.99 / year
- Cloud & local drive sync*$5.99 / year
- QuickBooks integration*$5.99 / month
Professional Ledgers
General ledger, bank reconciliation and BookBot · TaxPro Letters (Tax Professionals Letters) · Sales Tax with Square and Clover point of sale as an add-on, $5.99 per client company a month · 1 team seat included · $49.99/month per additional seat · 12 statements for $19.99. Launch offer: subscribe before December 31, 2026 and your first client is activated free, with 12 credits for that client.
First-year price$99.99 /monthAfter the first 12 months: $129.99/monthAnnual client activation $49.99 includes 12 shared statement credits · your own firm: free activation with 24 bank statements a year (12 for subscriptions from 2027) · add-ons billed where not included.What's included (5)
- Everything in Ledger On-Demand
- AI statement processing and categorization (12 statements for $19.99)
- General ledger and bank reconciliation
- AI bookkeeping assistant
- TaxPro Letters (Tax Professionals Letters)
- Additional team users: $49.99 / month each
Available add-ons (8)
- Client Portal$14.99 / month
- Sales Tax (with point of sale)$5.99 / client / month
- 1099 review and secure W-9 requests$14.99 / month
- Invoices and Quotes$9.99 one-time activation, not recurring
- Luxury financial reports$9.99 / client / year
- Full white label*$14.99 / year
- Cloud & local drive sync*$5.99 / year
- QuickBooks integration*$5.99 / month
TaxPro Letters
Analyze financial statements and prepare an editable professional letter template for review and signature by an appropriately authorized professional. Not a CPA certification or CPA-issued letter.
Master Pro-Ledgers
24 statements a month included (288 a year, shared across the firm) · 5 team seats included · $64.99/month per additional seat · 12 more statements for $16.99. Sales Tax with point of sale, Client Portal with invoices, full white label with your own domain (coming soon), premium reports, TaxPro Letters, 1099 review and secure W-9 requests. Launch offer: subscribe before December 31, 2026 and activate up to 10 client companies free with the annual plan, or up to 3 with the monthly plan (1 at the start and one more each month paid), during your first year; each free client's 12 credits are for that client.
First-year price$169.99 /monthAfter the first 12 months: $179.99/monthAnnual client activation $49.99 includes 12 shared statement credits · your own firm: free activation with 24 bank statements a year (12 for subscriptions from 2027) · add-ons billed where not included.What's included (12)
- Everything in Professional Ledgers
- Sales Tax, with Square and Clover point of sale connection
- Toast point of sale connection for Sales Tax*
- 24 statements a month included (288 a year, shared across the firm)
- 5 team users (additional: $64.99 / month each)
- Client Portal
- 1099 review and secure W-9 requests
- Invoices in the Client Portal
- Quotes with e-signature and automatic charges
- Tax Ready report
- Luxury financial reports
- Full white label*
- 12 more statements for $16.99
TaxPro Letters
Analyze financial statements and prepare an editable professional letter template for review and signature by an appropriately authorized professional. Not a CPA certification or CPA-issued letter.
7-day free trial · 5 bank statements
No credit or debit card to start. Ends after 7 days or 5 statements, whichever comes first. Activating a paid plan requires a credit or debit card through Stripe. Self-service enrollment for this offer is not yet enabled.
Included in every package
Windows desktop appVendor reportMFA and firm isolationEnglish and Spanish
SECURITY
Built to protect client financial data
Controls the platform enforces today:Multi-factor authentication
Every workspace session requires a second factor (MFA) before any client data is shown.
Automatic sign-out
After 45 minutes without activity the session closes, with a warning 2 minutes before, and every session ends after 8 hours at most.
Firm isolation
Database row-level security keeps each firm's clients, documents and books separate.
Audit trail
Sensitive actions are recorded with the person who performed them. Destructive actions require an Owner or Admin.
Encrypted taxpayer IDs
W-9 SSNs and EINs are encrypted with AES-256; staff see only the last four digits.
Authenticator apps and account recovery
Register more than one authenticator app. If they are all lost and the firm has another owner or admin, recovery by email takes 24 hours and notifies them, and they can cancel it; otherwise Support helps you recover access.
QUESTIONS
Frequently asked questions
Which documents can I upload?
Bank statements as PDF, CSV, XLS or XLSX, from your team, from your client through a secure upload link, or in the Client Portal when your firm requests them.
Does the AI replace the accountant?
No. The AI extracts and suggests; your team reviews exceptions and makes the decisions. Anything uncertain stays visible as pending.
Is my firm's data separated from other firms?
Yes. Each firm's data is isolated in the database, and every user signs in with multi-factor authentication.
Can my team work in Spanish?
Yes. The workspace, the client upload link and the W-9 page are available in English and Spanish.
Is there a desktop app?
Yes. A Windows desktop app is included in every package, and the web app can be installed from Edge or Chrome.
How do I get started?
Book a demo. We review your firm's needs, confirm the right package and set up your workspace.
See LedgerOnCue with your own workflow
Book a demo and we'll walk through statements, categorization and reports for a firm like yours.
USPROFIN SYSTEMS
