Your clients always know what's outstanding — without opening QuickBooks
Ledger Delivery pulls accounts-receivable data from QuickBooks Online and emails a plain-language summary to the business owner on a schedule you set. You connect it once. They read it from their inbox.
No credit card required. Cancel any time.
Sample digest email
Meridian Fabrication — as of 2026-08-03
| Total open | $72,295.00 (34 invoices) |
| Total past due | $23,975.00 (33.2% of open) |
| Bucket | Amount |
|---|---|
| Current | $48,320.00 |
| 1 – 30 | $14,750.00 |
| 31 – 60 | $6,100.00 |
| 61 – 90 | $2,250.00 |
| 91 and over | $875.00 |
| Customer | Past due | Oldest invoice |
|---|---|---|
| Hartwell Mechanical LLC | $6,100.00 | 62 days |
| Stonegate Properties | $5,400.00 | 38 days |
| Briar Ridge Supply Co. | $4,750.00 | 3 days |
| Cascade Interiors | $3,125.00 | 27 days |
| Dunmore Electrical Services | $2,600.00 | 25 days |
| Movement | Amount |
|---|---|
| Collected | $18,400.00 (4 invoices) |
| Credits applied | −$1,250.00 (1 invoice) |
| New invoices | $31,200.00 (6 invoices) |
Newly past due (1)
Briar Ridge Supply Co. — $4,750.00
Past due grew (1)
Hartwell Mechanical LLC — +$1,900.00, now 62 days (crossed 60)
How it works
Three steps. No ongoing effort required from the bookkeeper or the owner.
The bookkeeper connects QuickBooks
Sign in with your Intuit account and authorize read-only access to the client company files you want to monitor. The connection takes about two minutes per company.
Choose who receives what and when
For each company, enter the owner's email address, pick a delivery schedule (weekly, twice weekly, or daily), and enable same-day past-due alerts if the owner wants them.
The owner gets email — nothing else required
Each delivery arrives in the owner's inbox. No app to download, no password to remember, no dashboard to check. The summary is the entire product.
Built for bookkeepers. Appreciated by owners.
Stop answering the same question every week
Every bookkeeper knows the call: "Hey, what do we have outstanding?" Ledger Delivery answers it automatically, before the owner thinks to ask. Manage several client companies from a single login, set each one's schedule independently, and let the system handle the follow-up.
Your clients see a professional, consistent summary with your firm's setup behind it. It reinforces the value you already provide.
No login. No app. Just read it from the notification.
You do not need a Ledger Delivery account. You do not need to connect anything. Your bookkeeper sets it up; you receive the email. Open it like any other message. The numbers are there, organized the way you would organize them yourself.
If an invoice crosses its due date, you get a separate alert that morning — one customer, one amount, one date. No noise.
What it does not do
We think it is important to be specific about the limits of this service, especially for people who are careful about their financial data.
- Read-only access to QuickBooks. Ledger Delivery reads invoice, customer, and balance data. It never writes, edits, or deletes anything in your books.
- Does not process payments. There is no payment link, no payment processing, and no connection to your bank or merchant account.
- Does not contact your customers. Ledger Delivery sends email only to the addresses you configure. It never emails your clients' customers or sends collection notices of any kind.
- Does not store your QuickBooks credentials. Authorization is handled through Intuit's OAuth system. We receive a token, not a password, and that token is stored encrypted. You can revoke access at any time from within QuickBooks.
Pricing
One straightforward plan. No tiers, no feature gates.
- Weekly, twice-weekly, or daily digest emails
- Same-day past-due alerts
- Aging buckets, top past-due customers, and movement since the last digest
- Newly past due and balance-change tracking between digests
- Single bookkeeper login to manage all companies
- Read-only QuickBooks connection — nothing is ever written
No credit card required. Cancel any time during the trial at no charge.