Private beta is open

Know exactly where your agency stands today.

Your books were built to be filed, not used. LedgIt reads the same QuickBooks data and re-cuts it for how an agency actually runs, updated every morning instead of on the 10th.

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Built by agency owners, in use by agency owners
LedgIt Insights Interactive

Standard P&L

Accurate for the IRS, but useless for making agency decisions on a Tuesday.

IncomeTotal Income: $114,500 (Quietly includes $34k of client ad spend)
ExpenseContractors: $18,200 (Grouped with rent instead of cost-of-goods)
ExpenseMeals & Ent: $420 (Technically true, strategically irrelevant)

CFO take

Actionable notes on spend, margin, and cash, re-cut for how an agency actually runs.

MarginPalomar Goods margin fell to 41% against 68% trailing, about $3,780 below target this month.
SpendSoftware is $4,180/mo against $3,290 trailing, up 27%. Two vendors drove it.
Cash$16,000 sits in overdue AR, 31 to 180 days.
Connects to QuickBooks Harvest Upwork HubSpot in progress
Why this exists
Adam Mitch

For years we told people we were a million dollar agency. We were. In billings.

Ad spend is the obvious part. Client media lands, sits nine days, leaves for Meta. Nobody counts that as revenue.

Subcontractors fooled us longer. Freelancers, contract editors, white-label partners. That money isn't yours either, but it sits in the P&L next to rent and software like it belongs there. It's payroll wearing a different outfit.

I pulled eight years of our own P&L this month. Client ad spend has been sitting in our income line since 2021. Booked as revenue, right at the top. Our accountant will tell you that's recorded correctly, and he's right. It's still the wrong number to run an agency on.

Our real number was about a third lower. Between the two of us we could have worked that out any time we wanted. We just never had it in front of us on a day when it would have changed what we did.

Adam & Mitch Co-founders · Eight years running an agency
The problem

You were never bad at this. You were handed the wrong report.

Same ledger, same transactions, same bookkeeper. But cut a second way—for the person running the place rather than the person filing for it.

Compliance-grade

What your books do right now

  • Organized in tax categories instead of delivery
  • Arrives weeks after the month ends
  • Client media is counted as your revenue
  • One basis, chosen for your tax bill
  • Answers the question: "What do we owe?"

Decision-grade

What LedgIt builds from it

  • Organized by delivery and client
  • Current in the month you're standing in
  • Pass-through revenue stripped back out
  • Cash and accrual held apart, both visible
  • Answers the question: "What do we do next?"
Profitability

A fully loaded number per client.

Real revenue, delivery cost, allocated overhead, effective hourly. The number you want in front of you before a renewal conversation.

LedgIt · Client Profitability Month to date

Delivery cost vs. Invoiced

Delivery cost from your time tracker against invoiced revenue from QuickBooks.

Hearth & Hollow Local SEO · Retainer
Invoiced $9,000
Cost $4,036
Margin 55.2%
Blume Skincare Paid Social · Time & materials
Invoiced $10,000
Cost $4,876
Margin 51.2%
Palomar Goods Shopify Relaunch · Project
Invoiced $14,000
Cost $8,232
Margin 41.2%
Tidewater Coffee Brand Retainer · Retainer
Invoiced $11,800
Cost $7,940
Margin 32.7%
How it works

Compliance-grade in. Decision-grade out.

Same ledger, same transactions, same bookkeeper. Cut a second way, for the person running the place rather than the person filing for it.

01

Connect QuickBooks

Read-only, through Intuit's official OAuth, about ninety seconds. We pull twelve months of history on the way in so you're not staring at an empty screen.

02

We re-cut the ledger

Pass-through stripped back out, costs denominated against what you actually kept, cash and accrual held apart and both visible.

03

It comes to you

Monday morning the whole thing arrives as an email: where the month stands, and the one thing worth acting on this week.

From a beta user

“This is great. The insights, the email, the real-time ‘where are we at today’, not waiting for my accountant. This is a no-brainer.”

Bill Cummings, Liminal

Pricing

One price. Locked while you're early.

Private beta
$49 /mo
  • Free for 14 days, no card
  • Live or demo data
  • Locked at $49 for a full year
  • Everything on this page
Join the beta
At V1 launch
$149 /mo
  • Standard price once beta closes
  • Same product, same connections
  • Beta members keep $49 for year one
  • Disconnect any time
Read the security answers
FAQs

Before you connect anything.

The honest answers to what people ask before they hand over read access to their books.

Join the beta
Can LedgIt touch my money?

No. The connection runs through Intuit's official OAuth and is strictly read-only. We never see bank credentials, we can't move money, we can't create or change a transaction, and we can't edit your books.

Who can see my financial data?

You and the team members you invite. Your data is encrypted in transit and at rest. We never sell it and we never aggregate it. Access on our side is limited to what's needed to support you, and only with your permission.

My accountant already sends me reports.

Good, keep him. He's producing compliance-grade financials, which are correct, complete, and built to be filed. That's a different question than whether a retainer is priced properly, and it's due on a different day.

Doesn't QuickBooks already show me this?

It shows you what happened, in the shape a tax filing needs it. What it won't do is separate money you earned from money that passed through you, flag an expense that's trending up, or tell you anything about the month you're standing in.

Do I need time tracking?

Not for most of it. Real revenue, expense trends, AR, cash and EBITDA all come from QuickBooks alone. Time tracking adds client-level profitability and per-person capacity.

Do I fire my bookkeeper?

Keep them. This isn't bookkeeping and it files nothing. It reads the books they keep and tells you what's true about the month you're standing in.

One read-only connection

Go see where the month actually stands.

If your first session doesn't show you something about your own business you didn't already know, don't pay us.

Connect QuickBooks Look around with demo data

Free for 14 days, no card. Read-only, no bank access, disconnect any time.