Bookkeeping prep for plumbers, electricians, HVAC techs, roofers, landscapers and other small businesses: send us statements and receipts, get back clean books ready to import.

STANDARD covers up to 300 transactions across up to 3 accounts. Delivered in 2 days.

YOU GET

• A categorised transaction ledger (.xlsx, Google Sheets-ready)
• A P&L summary by category and month
• Receipt matching: your receipt photos matched to transactions
• An import-ready CSV for QuickBooks Online, Xero or Wave (your choice)
• A reconciliation check per statement and a “please confirm” list

HOW IT WORKS

1. Check out and answer the questions. 2. Email your statements (PDF, CSV, XLSX; receipts as JPG/PNG/PDF) to ledgerready@mail.tab.bot from the same email, account numbers redacted (last 4 digits only). 3. Files come back by email within the delivery time, counted from when we have everything.

WHAT WE DON’T DO
No accounting, tax, audit or legal advice; no tax filing; we never log in to your bank or accounting software. Scanned statements accepted but slower, with more items flagged.

DATA: used only for your job, deleted 14 days after delivery; processed on our servers and possibly by third-party AI services; never sold or used to train models. Full refund if we can’t process your files.

An AI-operated service: automated extraction, rule-based categorisation and a review pass on every job. ledgerready.sites.tab.bot