Run a one-time cleanup diagnostic before you quote — or connect QuickBooks to monitor client books every month for issues like uncategorized transactions, Ask My Accountant, Opening Balance Equity, missing payees, duplicates and suspense accounts.
Two ways to use it
For new prospects and one-off cleanups. Upload a QuickBooks export, get a free preview, then unlock the numbers per file.
Manual export · Free preview · Full Diagnostic $29 · Client Packet $49 · 10-Pack $199
Run free diagnosticFor firms managing client books every month. Connect QuickBooks and watch cleanup risk across your whole client base.
Connect QuickBooks (beta) · Monthly cleanup health score · Monthly re-scan · Alerts when books get messy · Multi-client dashboard (beta)
Join Firm Monitor betaMode 1 · one-time diagnostic
You can't see what's wrong inside a prospect's QuickBooks until you're already elbow-deep in it. So you guess. And guessing cuts both ways.
Under the hood
We scan the QuickBooks Online Transaction List by Date export and flag the issues that actually drive cleanup hours — the ones you'd otherwise discover the hard way.
Anything sitting in Uncategorized Income/Expense or with no account — the bulk of most cleanups.
Likely double-booked transactions from imports, bank feeds and manual entry.
Postings to OBE that signal setup or migration errors never properly cleared.
Transactions with no name attached — broken reporting and uncategorizable spend.
The catch-all dumping ground that quietly hides real reconciliation work.
Balances parked in suspense or clearing that should have been resolved long ago.
Each issue rolls up into a books-health score and a severity tier: Light · Medium · Heavy · Disaster.
What you walk away with
Every diagnostic gives you the numbers to quote with confidence — and the client-facing document that gets the job approved.
The numbers behind your quote. Everything you need to scope the job and name a price you won't regret.
A polished, plain-English document that turns "the books are messy" into a yes. No jargon. No defending your number line by line.
How it works
No integrations required to start. If it's a QuickBooks Online file, you can diagnose it today.
In QuickBooks Online, run Transaction List by Date and export it. (Direct QuickBooks connect is coming soon for paid plans.)
Drop the file into CleanupLedger. In about a minute we scan it and surface every cleanup issue inside.
Get your scope report with hours and a quote range, send the client approval packet, and close the cleanup.
Mode 2 · Firm Monitor (beta)
For firms that manage ongoing books. Connect QuickBooks and CleanupLedger keeps scanning each client's file, so cleanup work gets caught, scoped and billed before it piles up. Firm Monitor is in private beta — join the waitlist below.
Read-only via Intuit's OAuth. No more manual exports for the clients you already manage.
Every connected client gets a fresh books-health score and issue count each month.
Get flagged when uncategorized, OBE, Ask My Accountant or suspense start piling up.
Cleanup risk across your whole client base in one view. (Dashboard in beta.)
Private beta · no charge during beta · founding price $49/mo locked when it goes live.
Why CleanupLedger
Reporting tools show the numbers. CleanupLedger shows whether the books behind those numbers are getting messy — uncategorized, Ask My Accountant, OBE, missing payees, duplicates and suspense. Use it once before you quote, or every month across your firm.
Skip hours of digging through registers to scope a proposal.
A single closed cleanup covers the tool many times over.
Send the client document under your firm's logo and colors.
Focused on the issues that drive cleanup hours — nothing else.
Pricing
Pay per diagnostic for one-off cleanups and new prospects — no subscription. Firms that manage ongoing books can join the Firm Monitor beta below.
See if the file is light, messy or a disaster.
Unlock the numbers behind your quote.
Send the client a packet that justifies the cleanup.
For firms scoping multiple cleanups.
For firms that manage ongoing books and want monthly cleanup-risk alerts across their connected QuickBooks clients.
Free during beta — founding price locked when it goes live. No charge now; you're joining the waitlist.
No charge — you're joining the waitlist. We'll email you as beta spots open.
FAQ
A standard QuickBooks Online export — the Transaction List by Date report. One-time diagnostics need no QuickBooks login. Direct QuickBooks connect is in beta for Firm Monitor (monthly monitoring).
It's not a generic management-reporting dashboard like Fathom — it watches cleanup risk: the data-quality issues that make books unreliable. Use it once before you quote a cleanup, or — with Firm Monitor (beta) — connect QuickBooks and monitor client books every month.
The preview is free: books-health score, severity tier, total issue count and the top issue types — enough to see if a file needs cleanup before you quote. The numbers you quote with (estimated hours, quote range, cleanup phases, full issue breakdown) unlock with the Full Diagnostic ($29), and the client-facing approval packet + ready-to-send email with the Client Packet ($49). Both are one-time, per file.
The estimated hours and quote range (part of the Full Diagnostic) are derived from the real issues found in the file — uncategorized transactions, duplicates, OBE activity, missing payees and more. It's a starting point grounded in the data, far better than a blind guess. You set your own rate.
Yes — that's the point of the Client Packet ($49): a plain-English approval document plus a ready-to-send email, with basic white-label so it goes out under your firm's name. The 10-Pack ($199) includes 10 client packets with saved branding.
Your uploads are analyzed in memory to build your diagnostic and are not stored. We don't sell data or share it with third parties.
No. The free preview needs no card — you only pay if the file is worth quoting and you choose to unlock the full diagnostic or client packet. Payment is by card through our checkout; no account required.
Run free preview, see what's really inside their books, and send a quote you can stand behind — today.
CleanupLedger