Built for bookkeepers with many clients

Multi company accounting software for bookkeepers and tax preparers

LedgerCubby keeps a separate, reconciled set of books for every corporation you serve — statement imports, AI categorization, month-end review and year-end reports in one workspace.

7-day free trial · then $39.99/month · cancel anytime

  • Separate, audit-ready books for every corporation
  • Statement import and reconciliation in the same place
  • AI suggestions you approve — never silent posting
  • Month-end and year-end review built into the workflow

Everything a monthly close needs

Purpose-built accounting features for professionals who close books for more than one company every month.

Unlimited companies, one workspace

Add every corporation you serve with its own chart of accounts, bank accounts and fiscal settings. Switch entities in one click without losing your place.

Bank statement imports

Drop in CSV or Excel statements from any bank, map the columns once, and let duplicate detection keep the ledger clean.

AI categorization that learns

Vendor recognition and your own approvals train the engine, so recurring charges land in the right account with less review each month.

Reconciliation you can defend

Match statements to the ledger, track cleared versus outstanding items, and lock a period once the balance ties out.

Month-end and year-end close

Guided checklists surface uncategorized items, personal expenses, missing receipts and unmatched deposits before you file.

Reports clients understand

Profit & loss, balance sheet and general ledger per company and per period, ready to hand to an owner or a tax return.

Document vault per entity

Keep statements, receipts and year-end packages attached to the company and the month they belong to.

Private by default

Server-enforced access rules mean your dashboard, documents and client books are never publicly reachable.

Who it is for

Tax preparers

Close monthly books for the small businesses whose returns you already file, and walk into tax season with clean, reconciled numbers.

Independent bookkeepers

Serve a full client roster from one login instead of juggling separate accounting subscriptions and spreadsheets per company.

Small business owners with multiple entities

Run holding companies, rentals and side businesses side by side while keeping each set of books clean and separate.

Small accounting firms

Standardize how your team categorizes, reconciles and reviews so every engagement closes the same way.

Simple pricing

One plan, every feature, unlimited companies. Start with a 7-day free trial.

LedgerCubby Professional

$39.99/ month

7-day free trial. Cancel anytime.

Founding member offer: Get LedgerCubby for approximately $29.99/month for as long as your subscription remains active. Limited to the first 20 customers. Use code FOUNDING20.

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  • Unlimited companies and bank accounts
  • CSV and Excel statement imports
  • AI categorization, rules and duplicate detection
  • Reconciliation and period locking
  • P&L, balance sheet and general ledger
  • Month-end and year-end review checklists
  • Private document storage per company

Why one flat plan

Most accounting software charges per company file, which punishes bookkeepers for growing their client roster. LedgerCubby charges for the workspace, not the entity count, so adding the tenth corporation costs the same as the first.

No per-company upcharge, no onboarding fee, no annual contract. If the workflow does not fit how you close books, cancel before the trial ends and you are not billed.

Frequently asked questions

Close every company's books in one place

Import a real statement during the trial and see the monthly close from start to finish.