For accounting and bookkeeping firms
Ledgerlight turns your clients' QuickBooks Online books into clear monthly reports, dashboards and benchmarks, under your firm's name. Your team reviews and publishes; your clients sign in and understand their numbers.
Gumbo Pot Kitchen
Bayou Ledger Co.
Monthly financial report
Gumbo Pot Kitchen
September 2026
From Bayou Ledger Co.
Published Oct 6 by Nora WhitfieldPDF
Books in, story out
Ledgerlight reads the books your team already keeps and writes up the month in plain English. Your team edits every word before a client sees it.
Payroll was $7,806 lower than in August, the biggest saving of the month.
Cash of $384,423 covers about 2.9 months of spending.
Food cost is 34.0% of revenue, 5 points above the middle of 15 similar restaurants: about $87,000 a year.
In every report
From last month's profit to this month's, step by step, so the first question is answered before it's asked.
Net profit fell $7,225 from August. Revenue was down $29,391; payroll and food purchases made up $15,270 of it.
How long the cash lasts, where the forecast takes it, and a warning before it runs thin.
Cash of $384,423 covers about 2.9 months of spending. On the forecast it's about $389,000 at the end of December.
Each client against similar businesses your firm keeps books for, with what closing the gap is worth.
34.0% against a typical 27.1–31.0%. Brought to the middle, that's about $87,000 a year.
Two sides, one set of books
For your team
Every client's year at a glance, the ones to call first, and each report tracked from draft to published.
| Client | 12 months | vs last year | Needs a look |
|---|---|---|---|
| Magnolia Movers | $640K | ↓ 18% | Cash under a month |
| Gumbo Pot Kitchen | $1.74M | ↓ 4% | Food cost |
| Crescent Dental | $2.31M | ↑ 6% | – |
| Bayou Brew House | $920K | ↑ 12% | – |
For your clients
Their own sign-in, the month's numbers in plain English, and every report you've published. On a phone as well as a desk.
Cash covers about 2.9 months of spending.
How it works
Connect each client's company once. Ledgerlight reads the books, never changes them, and keeps up as they change.
Each report starts with highlights drafted from the numbers. Edit them, ask a colleague to approve, then publish.
Each client has their own sign-in and sees only their own business, and only what you've published.
Security
Financial data deserves care. Here's how Ledgerlight treats it.
No. It only reads from QuickBooks Online. Your team keeps working in QuickBooks as always.
QuickBooks Online.
No. Drafts, comments and approvals are for your team only. A client sees a report once you publish it.
Yes. Your logo and brand color appear on the client portal and on every report and PDF.
No. Ledgerlight runs in the browser, for your team and your clients.
It depends on how many clients you serve. Book a demo and we'll walk you through it.
A short call, a look at a real report, and your questions answered.