Open Ledger
Last Updated on: Dec 12, 2025
Open Ledger
0
0Reviews
5Views
1Visits
AI Accounting Assistant
Financial Analytics
AI Reporting
AI Workflow Management
AI Developer Tools
AI API Design
AI Data Mining
AI Document Extraction
AI Knowledge Management
AI Knowledge Base
AI Monitor & Report Builder
AI Spreadsheet
AI Email Assistant
AI Meeting Assistant
AI Project Management
AI Task Management
AI Team Collaboration
AI CRM Assistant
AI Forms & Surveys
AI Charting
AI Knowledge Graph
What is Open Ledger?
OpenLedger.com is an embedded accounting API designed for SaaS platforms to deliver AI-powered financial systems directly within their products for SMB customers. It unifies data from 12,000+ banks, POS, HR, and e-commerce sources into a single ledger, replacing QuickBooks workflows seamlessly. Features include auto-categorization, custom report building, painless reconciliation, and white-labeled interfaces via iframes or NPM components. Users connect financial data, manage ETLs, OCR documents, and leverage accounting-specific LLMs for FinOps. This modular stack turns platforms into all-in-one financial suites, boosting adoption, closing books faster, and providing full context across payments, payroll, and inventory without switching tools.
Who can use Open Ledger & how?
  • SaaS Founders: Embed accounting to create complete financial hubs in their platforms.
  • FinTech Developers: Build white-labeled ledgers using APIs, components, and integrations.
  • SMB Software Providers: Unify customer data from banks, POS, and HR for seamless books.
  • Product Managers: Increase adoption with AI-driven reports and reconciliation tools.
  • Vertical App Builders: Customize GL categories for industry-specific cashflow insights.

How to Use OpenLedger.com?
  • Schedule Demo: Book a walkthrough to explore integrations and setup.
  • Connect Data Sources: Link banks, POS, HR, e-commerce via pre-built connectors or API.
  • Build Ledger Interface: Use iframes, NPM components, or LLMs for custom experiences.
  • Deploy Accounting Features: Enable auto-categorization, reports, and reconciliation.
What's so unique or special about Open Ledger?
  • Modular Stack Flexibility: Choose front-end, data unification, or LLM layers independently.
  • 12,000+ Bank Integrations: Pulls comprehensive financial context effortlessly.
  • AI Auto-Categorization: Matches GL codes to vertical-specific transactions intelligently.
  • White-Label Embedding: Turns any SaaS into QuickBooks alternative via iframes/NPM.
  • Programmatic Reporting: Builds and sends custom reports with chat-based AI interface.
Things We Like
  • Unifies fragmented financial data into one ledger instantly.
  • AI features make reconciliation and categorization painless.
  • Modular design fits any SaaS without full rebuilds.
  • Boosts platform stickiness with embedded accounting.
Things We Don't Like
  • Requires developer integration for full customization.
  • Best for platforms already handling SMB financial data.
  • Pricing details need demo for clarity.
  • Early-stage compared to established accounting giants.
Photos & Videos
Screenshot 1
Screenshot 2
Pricing
Paid

Custom

Pricing information is not directly provided.

ATB Embeds
Reviews

Proud of the love you're getting? Show off your AI Toolbook reviews—then invite more fans to share the love and build your credibility.

Product Promotion

Add an AI Toolbook badge to your site—an easy way to drive followers, showcase updates, and collect reviews. It's like a mini 24/7 billboard for your AI.

Reviews

0 out of 5

Rating Distribution

5 star
0
4 star
0
3 star
0
2 star
0
1 star
0

Average score

Ease of use
0.0
Value for money
0.0
Functionality
0.0
Performance
0.0
Innovation
0.0

Popular Mention

FAQs

OpenLedger.com provides embedded accounting APIs for SaaS platforms serving SMBs.
12,000+ banks plus POS, HR, e-commerce, and custom data connections.
Yes, embeds equivalent features like ledgers, reports, and reconciliation.
Auto-categorizes transactions and builds custom reports via LLMs.
Yes, use iframes or NPM for seamless branded experiences.

Similar AI Tools

Dot
logo

Dot

0
0
15
2

Dot AI is an advanced AI-powered data assistant that enables teams to obtain instant, actionable insights from their data. By integrating seamlessly with existing analytics infrastructure, Dot allows users to ask data-related questions in natural language and receive accurate, context-aware answers in real-time.

Dot
logo

Dot

0
0
15
2

Dot AI is an advanced AI-powered data assistant that enables teams to obtain instant, actionable insights from their data. By integrating seamlessly with existing analytics infrastructure, Dot allows users to ask data-related questions in natural language and receive accurate, context-aware answers in real-time.

Dot
logo

Dot

0
0
15
2

Dot AI is an advanced AI-powered data assistant that enables teams to obtain instant, actionable insights from their data. By integrating seamlessly with existing analytics infrastructure, Dot allows users to ask data-related questions in natural language and receive accurate, context-aware answers in real-time.

Linked API
logo

Linked API

0
0
7
1

LinkedAPI.io is a powerful platform providing access to LinkedIn's API, enabling businesses and developers to automate various LinkedIn tasks, extract valuable data, and integrate LinkedIn functionality into their applications. It simplifies the process of interacting with LinkedIn's data, removing the complexities of direct API integration.

Linked API
logo

Linked API

0
0
7
1

LinkedAPI.io is a powerful platform providing access to LinkedIn's API, enabling businesses and developers to automate various LinkedIn tasks, extract valuable data, and integrate LinkedIn functionality into their applications. It simplifies the process of interacting with LinkedIn's data, removing the complexities of direct API integration.

Linked API
logo

Linked API

0
0
7
1

LinkedAPI.io is a powerful platform providing access to LinkedIn's API, enabling businesses and developers to automate various LinkedIn tasks, extract valuable data, and integrate LinkedIn functionality into their applications. It simplifies the process of interacting with LinkedIn's data, removing the complexities of direct API integration.

Parseflow
logo

Parseflow

0
0
5
0

Parseflow is an AI-powered document parsing and data extraction platform that automates the processing of varied document types with high accuracy. It allows businesses to extract structured and nested data from files like invoices, receipts, contracts, images, schematics, and many more—over 100 document types—while offering strong security and data protection features. With support for PII detection, anonymization, API integrations, and a no-code, intuitive interface, Parseflow aims to reduce manual data entry, speed up workflows, and enable seamless connectivity with other tools and systems.

Parseflow
logo

Parseflow

0
0
5
0

Parseflow is an AI-powered document parsing and data extraction platform that automates the processing of varied document types with high accuracy. It allows businesses to extract structured and nested data from files like invoices, receipts, contracts, images, schematics, and many more—over 100 document types—while offering strong security and data protection features. With support for PII detection, anonymization, API integrations, and a no-code, intuitive interface, Parseflow aims to reduce manual data entry, speed up workflows, and enable seamless connectivity with other tools and systems.

Parseflow
logo

Parseflow

0
0
5
0

Parseflow is an AI-powered document parsing and data extraction platform that automates the processing of varied document types with high accuracy. It allows businesses to extract structured and nested data from files like invoices, receipts, contracts, images, schematics, and many more—over 100 document types—while offering strong security and data protection features. With support for PII detection, anonymization, API integrations, and a no-code, intuitive interface, Parseflow aims to reduce manual data entry, speed up workflows, and enable seamless connectivity with other tools and systems.

Scoop
logo

Scoop

0
0
10
0

Scoop Analytics is an AI-powered business data analyst platform that allows users to ask any business question in plain English and get instant, actionable insights. Unlike traditional BI tools that show what happened, Scoop explains why it happened and provides recommendations on what to do next. It integrates seamlessly with existing data sources and popular tools without requiring data migration or complex training. Scoop’s machine learning models identify customer segments, forecast revenue, predict churn, and surface hidden patterns, all delivered through intuitive dashboards or directly within Slack and CRM platforms.

Scoop
logo

Scoop

0
0
10
0

Scoop Analytics is an AI-powered business data analyst platform that allows users to ask any business question in plain English and get instant, actionable insights. Unlike traditional BI tools that show what happened, Scoop explains why it happened and provides recommendations on what to do next. It integrates seamlessly with existing data sources and popular tools without requiring data migration or complex training. Scoop’s machine learning models identify customer segments, forecast revenue, predict churn, and surface hidden patterns, all delivered through intuitive dashboards or directly within Slack and CRM platforms.

Scoop
logo

Scoop

0
0
10
0

Scoop Analytics is an AI-powered business data analyst platform that allows users to ask any business question in plain English and get instant, actionable insights. Unlike traditional BI tools that show what happened, Scoop explains why it happened and provides recommendations on what to do next. It integrates seamlessly with existing data sources and popular tools without requiring data migration or complex training. Scoop’s machine learning models identify customer segments, forecast revenue, predict churn, and surface hidden patterns, all delivered through intuitive dashboards or directly within Slack and CRM platforms.

SREDSimplify
logo

SREDSimplify

0
0
6
0

SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.

SREDSimplify
logo

SREDSimplify

0
0
6
0

SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.

SREDSimplify
logo

SREDSimplify

0
0
6
0

SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.

Ormind
logo

Ormind

0
0
7
0

Ormind is an AI-powered knowledge work platform that lets users turn research, data, and documents into interactive, web-native reports and websites. It replaces static formats like PDF, PowerPoint or Word with alive, visual and responsive outputs. Ormind gathers information from multiple sources—with optional integrations to your documents and apps—and synthesizes them into structured summaries, visuals, charts, and web pages you can edit collaboratively. It is designed for teams who want high-quality analysis delivered faster, improve readability, and make content more shareable and updatable.

Ormind
logo

Ormind

0
0
7
0

Ormind is an AI-powered knowledge work platform that lets users turn research, data, and documents into interactive, web-native reports and websites. It replaces static formats like PDF, PowerPoint or Word with alive, visual and responsive outputs. Ormind gathers information from multiple sources—with optional integrations to your documents and apps—and synthesizes them into structured summaries, visuals, charts, and web pages you can edit collaboratively. It is designed for teams who want high-quality analysis delivered faster, improve readability, and make content more shareable and updatable.

Ormind
logo

Ormind

0
0
7
0

Ormind is an AI-powered knowledge work platform that lets users turn research, data, and documents into interactive, web-native reports and websites. It replaces static formats like PDF, PowerPoint or Word with alive, visual and responsive outputs. Ormind gathers information from multiple sources—with optional integrations to your documents and apps—and synthesizes them into structured summaries, visuals, charts, and web pages you can edit collaboratively. It is designed for teams who want high-quality analysis delivered faster, improve readability, and make content more shareable and updatable.

Rogo
logo

Rogo

0
0
14
1

Rogo is a secure and advanced AI platform built specifically for elite financial institutions like investment banks, private equity firms, hedge funds, and asset managers. It leverages finance-specific large language models (LLMs) fine-tuned with professionally labeled financial data to automate research, speed up workflows, and generate accurate insights. Rogo integrates seamlessly with internal and external data sources, enabling users to retrieve and analyze vast volumes of financial documents, filings, transcripts, and market data quickly. It supports complex financial tasks such as generating investment memos, creating presentation slides, and preparing for meetings, all while maintaining enterprise-grade security and compliance. The platform not only enhances productivity but also ensures transparency and auditability in research output.

Rogo
logo

Rogo

0
0
14
1

Rogo is a secure and advanced AI platform built specifically for elite financial institutions like investment banks, private equity firms, hedge funds, and asset managers. It leverages finance-specific large language models (LLMs) fine-tuned with professionally labeled financial data to automate research, speed up workflows, and generate accurate insights. Rogo integrates seamlessly with internal and external data sources, enabling users to retrieve and analyze vast volumes of financial documents, filings, transcripts, and market data quickly. It supports complex financial tasks such as generating investment memos, creating presentation slides, and preparing for meetings, all while maintaining enterprise-grade security and compliance. The platform not only enhances productivity but also ensures transparency and auditability in research output.

Rogo
logo

Rogo

0
0
14
1

Rogo is a secure and advanced AI platform built specifically for elite financial institutions like investment banks, private equity firms, hedge funds, and asset managers. It leverages finance-specific large language models (LLMs) fine-tuned with professionally labeled financial data to automate research, speed up workflows, and generate accurate insights. Rogo integrates seamlessly with internal and external data sources, enabling users to retrieve and analyze vast volumes of financial documents, filings, transcripts, and market data quickly. It supports complex financial tasks such as generating investment memos, creating presentation slides, and preparing for meetings, all while maintaining enterprise-grade security and compliance. The platform not only enhances productivity but also ensures transparency and auditability in research output.

Clientli
logo

Clientli

0
0
7
0

Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.

Clientli
logo

Clientli

0
0
7
0

Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.

Clientli
logo

Clientli

0
0
7
0

Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.

DualEntry
logo

DualEntry

0
0
16
2

DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.

DualEntry
logo

DualEntry

0
0
16
2

DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.

DualEntry
logo

DualEntry

0
0
16
2

DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.

Alkymi
logo

Alkymi

0
0
7
1

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi
logo

Alkymi

0
0
7
1

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi
logo

Alkymi

0
0
7
1

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Private AI
logo

Private AI

0
0
9
2

webAI Private AI is a secure AI solution designed to enable enterprises to train, evaluate, and deploy AI models entirely on their own infrastructure, ensuring maximum data privacy and compliance with regulatory requirements. It addresses challenges faced by regulated industries such as healthcare, finance, and defense, where data sovereignty and compliance are critical. By eliminating the need to move raw data offsite, webAI enables federated training and evaluation across multiple sites or organizations with encryption and full auditability at every stage. This approach facilitates collaboration across jurisdictions while respecting strict data sovereignty rules, reducing cloud costs, and accelerating AI adoption in highly regulated environments.

Private AI
logo

Private AI

0
0
9
2

webAI Private AI is a secure AI solution designed to enable enterprises to train, evaluate, and deploy AI models entirely on their own infrastructure, ensuring maximum data privacy and compliance with regulatory requirements. It addresses challenges faced by regulated industries such as healthcare, finance, and defense, where data sovereignty and compliance are critical. By eliminating the need to move raw data offsite, webAI enables federated training and evaluation across multiple sites or organizations with encryption and full auditability at every stage. This approach facilitates collaboration across jurisdictions while respecting strict data sovereignty rules, reducing cloud costs, and accelerating AI adoption in highly regulated environments.

Private AI
logo

Private AI

0
0
9
2

webAI Private AI is a secure AI solution designed to enable enterprises to train, evaluate, and deploy AI models entirely on their own infrastructure, ensuring maximum data privacy and compliance with regulatory requirements. It addresses challenges faced by regulated industries such as healthcare, finance, and defense, where data sovereignty and compliance are critical. By eliminating the need to move raw data offsite, webAI enables federated training and evaluation across multiple sites or organizations with encryption and full auditability at every stage. This approach facilitates collaboration across jurisdictions while respecting strict data sovereignty rules, reducing cloud costs, and accelerating AI adoption in highly regulated environments.

Fazeshift
logo

Fazeshift

0
0
9
1

Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.

Fazeshift
logo

Fazeshift

0
0
9
1

Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.

Fazeshift
logo

Fazeshift

0
0
9
1

Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.

Editorial Note

This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.

If you have any suggestions or questions, email us at hello@aitoolbook.ai