AI employee for owner-operated businesses

Your AI bookkeeping employee. You just approve.

LeedBooks gives you an AI employee that reviews transactions, learns your business, prepares the work, and pings you on Telegram when it needs approval.

Bank-level encryption · Read-only access · Cancel anytime

AI Review Queue
18 decisions ready for approval
Ready
DescriptionAmount
Marathon 20280 Tampa-$52.18
Febres Insurance+$1,240.00
NAPA Store 1862-$118.43
Telegram approval
I found 6 recurring rules. Want me to apply the safe ones?
Yes, apply them.
Done. I updated the queue and saved the rules.
Month-end prep
  • Bank accounts reconciled
  • Transfers matched
  • Duplicates cleared
Waiting on you: 2 approvals
Read-only bank access
It reads activity. It cannot move your money.
You approve the changes
Sensitive changes wait for your yes.
Every change is traceable
An audit trail for important bookkeeping activity.
Your workspace only
Access is checked per workspace before data is shown.

The problem

You didn't start your business to do bookkeeping on Sundays.

Carrier deposits all look the same

Generic software waits for you to figure out which policy or commission a deposit belongs to.

Commission splits eat your weekend

Manually splitting one deposit across broker, agent, and overrides every week.

Rules break the moment they shouldn't

Bank descriptions change, rules silently fail, and your books drift from reality.

How it works

From bank activity to approved books in four steps.

The AI employee finds the work, prepares it, explains itself, and asks before it commits. You never operate the software.

  1. 1

    Bank activity lands

    Read-only sync from your accounts.

  2. 2

    AI reads the details

    Vendors, transfers, splits, recurring patterns.

  3. 3

    You approve in 60 seconds

    From web, email, or Telegram.

  4. 4

    Rules learn from you

    Next month is faster than this one.

Why LeedBooks is different

Not a chatbot bolted on. An AI employee that actually does the work.

It reaches out, you don't chase it

When LeedBooks has a question, it asks. You don't have to log in to find out something needs your attention.

Telegram, not another dashboard

Your AI bookkeeping employee asks for approval from the messaging app you already check all day.

Rule learning, not rule writing

LeedBooks proposes rules from your approvals. You confirm. It applies them forward and backward.

Owner-first, not accountant-first

Built for the person running the business, not the firm reviewing the books at year end.

What it does

An AI bookkeeping employee needs skills, not just a chat box.

Skills are the jobs LeedBooks does for you: review transactions, propose cleanup, match transfers, prepare month-end work. Every sensitive change waits for your approval, in the app, on Telegram, or by email.

See the AI skills guide

Core AI skills

The everyday bookkeeping work every customer gets.

Review transactions
Suggest categories
Propose rules
Clean payee aliases

Growth skills

Higher-volume cleanup for busier operators.

Match transfers
Detect duplicates
Consolidate rules
Check bank sync health

Managed AI skills

More hands-on support when the books need a second set of eyes.

Prepare month-end close
Review 1099 readiness
Update payee profiles
Escalate edge cases

Pricing

Pricing built on what we save you.

A bookkeeper costs $500-$800 a month. Core starts with a $1 trial for 14 days. Every tier includes the AI bookkeeping employee. Higher tiers add volume, accounts, and hands-on support.

Core AI
$19/mo

$1 for 14 days, then an AI bookkeeping employee for one business.

Full AI review queue and rule learning
All reports
Telegram, web, and email approvals
Up to 3 connected accounts
Up to 500 AI-reviewed transactions/mo
1 entity and 1 user
Email support
Most popular
Growth
$39/mo

For growing operators with multiple accounts or entities.

Everything in Core AI
Up to 10 connected accounts
Up to 2,500 AI-reviewed transactions/mo
Up to 3 entities with consolidated reports
5 users with role-based access
Class and location tracking
Free CPA or bookkeeper seat
Priority support and guided onboarding
Managed AI
$149+/mo

Your AI bookkeeping employee plus real human oversight.

Everything in Growth
Unlimited accounts, transactions, and entities
White-glove onboarding and cleanup
Monthly close assistance
Dedicated review time
Custom integrations
4-hour support response

FAQ

Questions owners ask first.

Can LeedBooks move money out of my bank account?

No. Bank connections are read-only. LeedBooks reads transactions and balances for bookkeeping. It cannot send money or change your bank credentials.

Does it change my books without asking?

Not the sensitive things. It prepares the work and explains why, then waits for your approval before important changes are committed.

How do I approve things?

From the web app, by email, or on Telegram. Each approval teaches it your business, so the next batch is faster.

How do I get started?

Create your account, connect your bank accounts, and LeedBooks imports your transactions and starts the review queue. Core AI begins with a small trial so you can see the workflow on your own data first.

Do I still need my accountant?

LeedBooks does the bookkeeping, it does not replace your legal or tax advisor. Growth includes a free CPA or bookkeeper seat so yours can work in the same books.

What is the difference between the plans?

Every plan includes the AI bookkeeping employee. Higher plans add capacity (accounts, transactions, entities, users) and more skills. Managed AI adds real human oversight and month-end close help.

LeedBooks

Cleaner books. Less Sunday.

Book a 15-minute call. We will review your last 30 days of transactions and show you exactly what LeedBooks would handle for you.