Ledger
Chases client records before the deadline, drafts the questions you always end up asking, and keeps every filing date in view.
What Ledger takes off your desk.
Records chased
Knows who owes what and how close their deadline is. Chases in order of risk, not order of age.
Gaps named
Not “please send everything” — the specific statement, the specific month.
Deadlines in view
Every filing date tracked, with what still needs to happen before it.
Routine questions drafted
The clarifications you send every quarter, written before you remember to send them.
From morning rush to evening wrap.
You don't manage the agent. You delegate, and it reports back — with every tool call on the record.
Who is going to make me late this quarter?
- Checked twenty-three clients against their filing dates.
- Five have not sent records. Three of those file in under two weeks.
- Two sent records with gaps — missing bank statements for March.
- Drafted a chase for each of the seven, naming exactly what is missing.
- Ranked them by how late they will make you, not by how late they are.
Seven chasers ready, ordered by risk. The Whitlock one is urgent — files in nine days, nothing received.
Seven chasers ready, ordered by risk. The Whitlock one is urgent — files in nine days, nothing received.
Seven chasers sent on your OK. Deadline board updated.
- Follow Up Boss
- Google Calendar
- Gmail
- Drive
Solo accountants and bookkeepers carrying their own client list.
Practices with a compliance manager who already owns the deadline board.
Every tool call, on the record.
Held actions asked you first. Blocked ones never ran. Open a row to read the reasoning.
Reading your own message threads is always allowed under your default policy. No approval needed, and it is still written to the log.
Read-only lookup against the MLS connection you authorised at setup. Nothing was written or shared.
A rule you set holds messages to this client for approval. The draft sat in the thread until you replied “send”.
Released by you at 07:44 with a one-word reply. The exact text that was sent is stored against this entry.
Calendar holds on your own diary are pre-approved. Invitations to other people are not — that is a separate rule.
Open any row to see why the agent did it.
Chases client records before the deadline, drafts the questions you always end up asking, and keeps every filing date in view.
Join the Ledger listOr start with Closer or the free tools
Bring your own Anthropic key and take $15 a month off. Every plan includes the managed runtime, the audit layer, and the curated skill catalog — see pricing. Pro comes with one bundle. If yours is already spoken for, Ledger is $59 a month on top — and Pro+ carries several without one.
The things people ask about Ledger.
Does it work with my ledger software?
Not yet. Ledger connects to Follow Up Boss, Google Calendar, Gmail and Drive today — it does not read your ledger, and it never posts to one. It drafts, chases and calculates from what you, your CRM and your inbox give it. More integrations are on the way, prioritized by what members actually use, so tell us your stack during onboarding.
Do I have to connect a CRM at all?
Onboarding asks you to connect one, and the follow-up and status features need it — drafting from a client's stage and last touchpoint, and flagging clients whose records have gone quiet. The engagement letters, fee quotes, deadline reminders, and fee math are built-in skills that work with nothing connected.
Will it ever file anything, or contact a client on its own?
It never files, submits, or signs anything — there is no tool for it. Its standing instruction is to confirm with you before an engagement letter, deadline reminder, or chase goes to a client, and behind that instruction is a policy ceiling rather than a wall: at most fifteen agent-initiated sends a day, after which confirmation is mandatory. You can set that rule to require confirmation every time in the dashboard’s policy editor. It never states a filing position or gives tax advice — that is yours, every time.
What about confidentiality? My clients' books are sensitive.
Your agent is private to you. Every tool call it makes is checked against your rules and written to your audit log. Wrasse staff see account-level details to run the service, and opening your account as you takes a time-limited support session with a stated reason, recorded in our audit log. We don’t train on your data. See the control overview for the full picture.
How does it decide who to chase first?
By how late they will make you, not by how late they are. A client who has sent nothing and files in nine days outranks one who has been slow for a month but files in June. The order is on the deadline board, and you can overrule it.
Can it handle the money side of an engagement?
It runs the math. Give it an hourly rate and hours, a fixed fee, or a monthly retainer, and it returns the breakdown — basis, any discount, tax, the total, and your pre-tax net. It never sets a price for you; the numbers are the ones you give it.
Can I cancel anytime?
Yes. Cancel from the dashboard, no questions asked. Your data exports on request — full activity log, every saved note, every draft.
Want Ledger first?
Ledger is open to a small design cohort of accountants and bookkeepers first. Leave your email to apply and we'll write once, with next steps. Ledger is in development for accountants and bookkeepers. Leave your email and we'll write once, when it opens. No card, no call.