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Case study · FinTech
LedgerIQ

From client trial balance to tax-ready import in minutes.

Trial balance automation for faster tax prep.

ledgeriq.aiportal.ledgeriq.ai
Industry
Accounting & tax
Status
Live
LedgerIQ homepage: From client trial balance to tax-ready import in minutes
01 — Overview

LedgerIQ removes the most tedious bottleneck in professional tax prep: manually turning client trial balances into tax-ready formats. An AI-driven mapping engine and a React-based working trial balance cut processing from hours to minutes, with real-time validation of debits and credits and direct exports to major tax software.

02 — Key features
  1. 01Automated trial balance import via Excel/CSV parsing
  2. 02AI-suggested tax-line mappings with human-in-the-loop review
  3. 03Built-in working trial balance for post-import adjustments
  4. 04Direct export to Lacerte, UltraTax and Drake
  5. 05Multi-company dashboard for firm-wide management
  6. 06Real-time debit/credit validation
03 — Results & value
90%
reduction in manual data entry for standard trial balances
Zero
mathematical errors, thanks to integrated debit/credit verification
Firm-wide
consistency across disparate client data sources
04 — Interface
Working trial balance view
Step-by-step workflow
Mapping interface · trial balance review
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