Free Playbook

The QuickBooks Automation Playbook for Modern Bookkeepers

How to cut 10+ hours of manual bookkeeping every week using AI categorization, automated sync, and fraud detection — without hiring more staff.

Get instant access

Free. No credit card. Delivered to your inbox in seconds.

No spam. Unsubscribe anytime.

📬

It's on its way!

Check your inbox — the playbook should arrive within a minute. While you wait, try the live demo:

Try LedgerPilot Free →
What's inside

Five chapters, zero fluff

Written for bookkeepers who bill by the hour and can't afford wasted time.

CHAPTER 1

The real cost of manual bookkeeping

Why spreadsheets and manual entry are costing your firm $40,000+/year in opportunity cost — and how to calculate your exact number.

CHAPTER 2

QuickBooks automation setup

Step-by-step OAuth setup, transaction sync configuration, and the three settings most firms get wrong on first install.

CHAPTER 3

AI categorization in practice

How to train AI on your clients' category schemas, handle edge cases, and achieve 94%+ accuracy in your first month.

CHAPTER 4

Fraud detection patterns

The 12 transaction patterns that signal fraud — and how to configure automated flagging so nothing slips through without review.

CHAPTER 5

Closing books 3× faster

Multi-client sync workflows, bulk categorization, and the reconciliation checklist that cuts close time from 2 days to 4 hours.

See the automation live in 60 seconds

Upload a CSV. Watch AI categorize 200 transactions while you watch.

Try the Live Demo →