Ledgerloomby MyWorks

Early access for accounting firms

Ask your AI about any client's books.

Ledgerloom connects your clients' QuickBooks files to Claude, ChatGPT and the other AI apps your team uses. One connection covers every client, and each teammate sees only the clients you give them.

Get early accessSee how it works
Your AI app

Which of my clients had a drop in gross margin last quarter?

Looked up 12 clients' profit and loss through Ledgerloom

Three clients dropped by more than 5 points:

  • Atlas Outdoor Supply 41% to 34%, mostly freight costs
  • Maple Street Bakery 58% to 51%, ingredient prices
  • Ironwood Builders 22% to 16%, two jobs over budget

Want me to break down Atlas by month?

Set up in minutes

How it works

  1. Connect your clients' books

    Sign in to QuickBooks once for each client. With QuickBooks Online Accountant you can connect any client you already have access to.

  2. Choose who sees what

    For each teammate and each client, pick no access, read, or read and write. New teammates start with nothing.

  3. Ask in the AI app you already use

    Add Ledgerloom to Claude or ChatGPT with one click. Cursor, Claude Code and other apps that support MCP connectors work too.

Across one client or all of them

Questions your team can ask

  • Which of my clients had a drop in gross margin last quarter?
  • Show Atlas Outdoor Supply's overdue invoices, oldest first.
  • Compare Northwind's October profit and loss with last October.
  • What's uncategorized in Ironwood Builders this month?
  • Which clients have bills due in the next 14 days?
  • Summarize Bluebird Dental's cash position for a client call.

Client names on this page are examples.

Built for client confidentiality

Your firm stays in control

Access per person, per client

Each teammate's AI sees only the clients you've given them. Removing access takes effect straight away, in every app.

Every lookup is logged

See who looked up what, for which client, from which AI app. Export the log whenever you need it.

Read only to start

When write access arrives, every change your AI drafts waits for someone at your firm to approve it before it posts.

No copies of the books

Ledgerloom reads what a question needs and passes it to your AI app. We don't store your clients' accounting records.

Sensitive numbers hidden

Tax IDs and bank account numbers show only their last four digits, unless you choose otherwise.

No training on your data

Ledgerloom never uses client data to train AI models. Your AI app follows its own data settings, so check your plan's.

QuickBooks first

Ledgers we support

We're starting with QuickBooks Online. Tell us which books your clients use and we'll let you know when yours arrive.

  • QuickBooks OnlineAt launch
  • QuickBooks DesktopNext
  • XeroAfter Desktop

From the team behind MyWorks Sync

MyWorks has spent years connecting online stores to QuickBooks and Xero, and we know where the books get messy. Ledgerloom is our product for the accountants who keep those books straight.