Use referrals
Referral links help you share LeedBooks with another business owner without adding another dashboard page.
What referrals are
Referrals are a simple way to share LeedBooks with another business owner.
If your account includes referral access, your referral information lives in settings. It should not clutter the main bookkeeping workspace.
Referrals are useful, but they are not bookkeeping work. That is why they belong in settings instead of the main sidebar.
Open settings and look for the referrals area.
Send the link to a business owner who needs cleaner books.
Use the referrals area to see available referral details.
Where to find your link
Go to settings and open the referrals area.
If referrals are enabled for your account, you should see your referral link or code there.
If you do not see it, your plan, account status, or workspace permissions may not include referral access yet.
Who to share it with
Share LeedBooks with business owners who feel the bookkeeping pain.
Good fits:
- Owner-operated service businesses
- Insurance agencies
- Contractors
- Local operators
- Small teams with messy transaction review
- Businesses that want bookkeeping approvals through chat or email
Avoid sending it to people who want a full accounting firm relationship instead of AI-assisted bookkeeping.
What to say
Keep the message simple.
You can say:
"I am using LeedBooks to help review transactions, learn rules, and keep reports cleaner. It is built like an AI bookkeeping employee, not a traditional dashboard."
Do not overpromise. The best referral is specific and honest.
Tracking
Referral tracking may show referral code details, link status, and related information depending on your account.
If something looks wrong, contact support instead of creating multiple accounts or links.
Support
Contact support if:
- Your referral link is missing.
- A referred customer used the wrong link.
- You need help explaining LeedBooks.
- Referral status looks incorrect.
- You want referral terms clarified.
Understand billing and plans
Referral access can depend on plan and account status. Learn how plans work.
Read billing guide