LedgerChase Assist

LedgerChase Assist is a missing-document follow-up workspace for bookkeepers and accounting teams. Bookkeepers spend hours every week chasing clients for missing receipts, invoices, and business explanations. LedgerChase Assist turns that manual back-and-forth into a trackable workflow: - Upload bank statements or CSV/XLSX exports - A transparent rules engine flags missing receipts, invoices, and gaps in business explanations (no black-box AI) - Generate client-ready follow-up emails, SMS, QuickBooks notes, and Excel/PDF/CSV reports in one click - Track every follow-up with full audit trails for your team Built for bookkeepers, CPAs, and virtual CFOs. Free public beta now.