What is LedgerBrief?
LedgerBrief is a client communication platform for bookkeepers. After the monthly close is done, bookkeepers upload their client's financial report (P&L, balance sheet, QuickBooks export, etc.), verify the extracted numbers, add context notes, and generate a branded brief and client-ready email draft — all in about 10 minutes.
LedgerBrief is
not
an accounting tool, dashboard, or forecasting platform. It is a communication layer that sits after the books are done and helps bookkeepers explain what happened to their clients in clear, plain language.
Frequently Asked Questions
Does LedgerBrief replace QuickBooks or Xero?
No. LedgerBrief sits after the books are done. You keep using QuickBooks, Xero, or whatever accounting system you already use. LedgerBrief turns the reports you already prepare into a branded, plain-English client brief and email draft.
How is LedgerBrief different from Fathom, Syft, or Reach Reporting?
Those tools are built for deeper reporting, dashboards, forecasting, and financial analysis. LedgerBrief is built for the last mile: helping bookkeepers explain completed books to clients in a clear, branded, easy-to-read update. It is a client communication layer, not another dashboard.
How long does it take to create a client brief?
Most briefs take about 10 minutes from upload to a finished PDF and email draft.
What file types does LedgerBrief accept?
PDF, CSV, and Excel (XLSX). You can also enter numbers manually if extraction misses anything.
Does LedgerBrief provide financial or tax advice?
No. LedgerBrief helps prepare bookkeeper-reviewed client communication. It does not provide tax, legal, accounting, investment, or financial advice.
Is client data secure?
Yes. LedgerBrief uses encrypted data storage and does not share client financial data with third parties. You control what you upload and who sees the output.