Bookkeeping, automated.
With a CFO built in.

ClosedLedger is an AI-powered bookkeeping platform with a CFO intelligence layer. Three dashboards — bookkeeper, CPA, business owner. Categorization, compliance, benchmarks, and plain-English monthly narratives, all in one place.

View the demoSee how it works
97% auto-categorization·Built for CPA firms
closedledger.net/dashboard● Live
Clients · 12
Acme Plumbing238220
2
Bridgeport Dental621210
Coastline HVAC238220
1
Delta Roofing Co238160
Elm St Bakery311811
3
Fairview Landscape561730
Granite Fitness713940
+ 5 more
Acme Plumbing LLC
S-Corp · NAICS 238220Books · 94% caught up
Period: March 2026 · Last sync 2m ago
Revenue MTD
$198,420
+12.3%
Materials %
31.2%
= 6mo avg
AI auto-cat
97.4%
↑ 2.1pt
Review queue
7
−3 today
Transactions247
Reports
Compliance3
Advisory
Ask AI
03·28Ferguson EnterprisesOrder #FE-44821Materials & Suppliesrule98%$847.50
03·28Ferguson EnterprisesOrder #FE-44820Materials & Suppliesembed94%$1,284.30
03·27Mike's Auto BodyTruck #2 RepairVehicle Maintenanceembed87%$2,148.00
03·27Home Depot ProHardware purchaseMaterials & Suppliesrule96%$312.84
03·26ADP PayrollBi-weekly payrollWages & Salariesrule99%$18,420.55
03·26GraingerEquipment orderEquipment Rentalllm71%$487.21
03·25Shell #4421Fleet fuelVehicle Expensesrule99%$142.80
03·25Stripe DepositService: 412 Oak StService Revenuerule99%+$3,850.00
Reasoningtier·embed
Transaction
Ferguson Enterprises$1,284.30
Category
Materials & Supplies94%
Signals
  • Vendor history: 12 prior → COGS
  • Amount pattern: typical supply order
  • Merchant category: Plumbing wholesale
  • Embedding similarity: 0.94 to Ferguson
Alternatives considered
Equipment Rental4%
Repairs & Maintenance2%
1099 watchMarch
Mike's Auto Body at $582 — $18 from 1099-NEC threshold.
Collect W-9 before next payment.
March narrativeauto-drafted
March was strong — revenue hit $198K, up 12% from Feb. Materials held at 31% (= 6mo avg). Flag: vehicle maintenance jumped 40% — two trucks logged repairs over $2K…
ruleset 2026.03 · embed-v2247/247 categorized · 7 in review queue
Three views, one ledger

One platform. Three views. Everyone sees what they need.

Transaction categorization · Reasoning cards · Compliance monitoring · Industry benchmarking
Under the hood

Engineered for accuracy.

A four-tier categorization pipeline. Each stage is faster, cheaper, and more deterministic than the next. The AI only escalates when it has to.

Multi-tier categorization

Rules engine catches the obvious. Embedding match handles the familiar. AI handles the rest.

rules · embed · llm

Compliance rule engine

IRS thresholds, state nexus rules, payroll schedules. Deterministic and auditable.

Rules · YAML · 2026.03

Industry benchmarking

NAICS-based comparison against BizStats data.

NAICS · BizStats

Reasoning cards

Every AI decision shows its work — signals, confidence, and the alternatives it didn't pick.

Auditable · explainable

See the books
close themselves.

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