Everything DeepLedger can run for you.
- 01
Verifies the ledger before it writes
Before posting any transaction, DeepLedger pulls current vendors, customers, accounts, and items from QuickBooks so classification follows your existing structure instead of guessing.
qbMasterDataqbFetchTransactions - 02
Records bills, invoices, receipts and payments
From a conversation, a document, or a bank feed line, DeepLedger drafts the right entry type (bill, expense, invoice, sales receipt, deposit, transfer, credit, or refund). It records autonomously when evidence is clear and categorization matches prior history, and pauses for approval only on exceptions.
qbBillqbInvoiceqbExpenseqbSalesReceiptqbDepositqbTransferqbCreditqbRefundReceipt - 03
Links payments to the right open document
Payments and receipts are matched against outstanding bills and invoices before anything new is created, so AR and AP stay clean instead of collecting orphan entries.
qbBillPaymentqbReceivePayment - 04
Attaches source documents and keeps context
Receipts, PDFs and e-mail attachments are stored with the transaction. Vendor-specific categorization decisions are remembered so next month's entries stay consistent with last month's.
qbAttachFiledocumentsagentMemory - 05
Escalates anything it shouldn't decide alone
Purchases over your capitalization threshold, ambiguous categorizations, and possible duplicates are pushed into the review queue instead of being silently posted.
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Try it on one client.
Connect one QuickBooks file and let DeepLedger take over. You keep final approval on every write.