Investor overview

We may be onto something in AI bookkeeping.

LeedBooks is live, working against real business data, and built around a simple idea: bookkeeping should feel like an assistant that prepares the work and asks for approval, not another dashboard owners have to manage.

We are seeing enough interest to keep pushing, and for the right early partner we are open to offering up to 10% equity.

What LeedBooks does
AI review, approvals, rule learning, Telegram, and reports.
Multi-tenant bookkeeping app is live
Bank transaction review workflows are built
AI categorization and Ask AI review are working
AI rule discovery and approval workflows are built

The wedge

Start where bookkeeping software still makes humans do repetitive cleanup.

The pain is not reporting. It is getting the books clean enough to trust the report.

Small businesses connect bank accounts, but they still fall behind on categorization, transfers, owner draws, recurring vendors, and rules that break when bank descriptions change.

LeedBooks owns that review layer first. The goal is simple: fewer open questions, fewer stale transactions, and cleaner books without asking owners to live inside accounting software.

Owner-operated service businesses
Insurance agencies
Real estate teams
Contractors and local operators
Businesses with recurring bank feed cleanup

Unique value

AI-first means the product does the prep work, not just answers questions.

It finds the work

LeedBooks scans bank activity, groups repeated patterns, identifies likely rules, and surfaces the bookkeeping decisions that need attention.

It explains before it acts

The AI recommends categories, vendors, transfers, owner draws, and rules with human approval before important changes are applied.

It reaches the owner

Approvals can happen through web, email, or Telegram, so bookkeeping feels like a quick conversation instead of another dashboard chore.

It learns from decisions

Approved patterns become reusable rules, and shared merchant knowledge helps reduce repeated manual review over time.

Product status

Real product, real workflows, real business data.

Multi-tenant bookkeeping app is live
Bank transaction review workflows are built
AI categorization and Ask AI review are working
AI rule discovery and approval workflows are built
Telegram bot notifications and approvals are live
Ledger, reports, categories, vendors, people, and audit history are in product

Why this can become more than a feature.

The opportunity is not only AI categorization. It is the operating loop: real bank activity comes in, LeedBooks investigates, the owner approves, rules learn, and the next month gets easier.

That loop can compound across transactions, tenants, vendors, merchant knowledge, and owner communication channels.

Founder-market fit is practical.

18 years in Linux, VMware, cloud infrastructure, DevOps, and automation
Lead cloud engineering experience in enterprise environments
Built private cloud infrastructure that keeps operating costs low
Operated a real estate business with 150+ realtors
Built the product, AI workflows, deployment pipeline, and infrastructure directly

Capital conversation

We are open to the right partner.

LeedBooks has a working product, real bookkeeping data, and a different angle on how owners should interact with their books. We are open to offering up to 10% equity to an aligned partner who can help us turn early interest into paying customers.

Talk about LeedBooks