Bookkeeping automation for Ledgr Financial Services, LLC
Ledgr is internal tooling. It is built and operated by Ledgr
Financial Services, LLC ("LFS"), a Florida limited liability company, and it
is used only by LFS staff to do bookkeeping work for the firm's clients.
It is not sold, not offered as a service to anyone else, and not listed in the
Intuit App Store. There is no sign-up and no public account system.
What it does
Connects to client QuickBooks Online company files through the Intuit API,
using the standard OAuth 2.0 authorization flow.
Requests a single scope, com.intuit.quickbooks.accounting.
Stores connection records and encrypted Intuit tokens so the firm's
bookkeepers can categorize and review transactions.
Clients are not users
Client accounting data passes through Ledgr, but LFS's bookkeeping clients
do not log into it and hold no accounts in it. How that data is handled is
described in the privacy policy below.
To disconnect, open QuickBooks Online and go to
Settings → Apps → Connected apps → Disconnect.
That revokes Ledgr's access directly at Intuit. You can also email
Privacy@LedgrFi.com and we will do
it and confirm.