Course 05 · LedgerHQ Workflows
LedgerHQ and AI Bookkeeping Deep Dive
See how LedgerHQ work queues, bank feeds, reconciliations, reports, and supervised AI assistance fit together.
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What this course covers
The software course that follows the bookkeeping operating model. LedgerHQ as the bookkeeping OS: company records, bank feeds, work queues, posting, reconciliations, reports, and period close in one workflow.
You will learn to read the work queue the way the firm does, see where AI helps and what must stay human-reviewed, and how this workflow becomes the base for the Codex AI Bookkeeper course.
What you leave with
A LedgerHQ-centered bookkeeping workflow with clear AI-assisted prep, review, and approval boundaries.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
8 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
Meet LedgerHQ: The Tour
Understand the LedgerHQ workspace, the bookkeeping operating model behind it, and how work moves from intake through review.
~17 min
- 02
Set Up a New Client
Set up a new client with the account architecture, access, summaries, and first-day rules that keep the books clean from the start.
~16 min
- 03
Bring Over a QuickBooks Client
Move an existing QuickBooks client into LedgerHQ without carrying forward dead accounts, unclear history, or an unreviewed opening balance.
~15 min
- 04
Run the Daily Coding
Use the daily coding workflow to move transactions through preparation, confidence checks, questions, and supervised posting.
~16 min
- 05
Read the Work Queue
Read the work queue as a morning operating dashboard: identify exceptions, prioritize the right work, and keep the owner out of routine cleanup.
~16 min
- 06
Statements and Reconciliations
Move from statement intake through reconciliation and signed balances with materiality, evidence, and review standards intact.
~16 min
- 07
Put Tally to Work
Use Tally as the bookkeeping operating manual: cleanup routines, cross-vendor review, notification channels, and the human review role.
~15 min
- 08
Close the Month and Deliver
Define month-finished, run the consistency review, move the final package through delivery, and hand clean information into tax and planning.
~16 min
Ready when your firm is.
Get started free, preview the Academy, and open this course when you want the LedgerHQ workflow.