Built for QuickBooks Online

The financial co-pilotthat never stops watching.

Coastledger reads your QuickBooks every night, surfaces what matters on Monday morning, and hands your bookkeeper a finished package — so the quarter isn’t where you finally find out what happened.

Join the launch waitlist

We onboard in small cohorts. Drop your email and we’ll send a single message when your slot opens — no drip, no newsletter.

See how a week looks
  • No ledger migration
  • Your bookkeeper stays
  • Connect Stripe + banks in minutes

This week’s brief

Week 31 · Mon 7:02 AM

ready
Cash in$31.2k+8.4% vs last week
Cash out$18.7k−2.1% vs last week
Closing$214.6k+5.9% vs last week
  • MonStripe payout batched+12,840 · −4,210
  • TueAcme vendor — new+3,402 · −5,118
  • WedSubscription renewals+6,015 · −2,980
  • ThuBank feed delayed+— · −—
  • FriPayroll + Stripe fees+8,910 · −6,430
3 items worth a closer look this week → open brief.

How it works

Three quiet steps, then a Monday you can read in a minute.

No replatforming, no “migration weekend”. You keep your books in QuickBooks. We sit on top and keep watch.

  1. 01
    Weekly

    Connect QuickBooks Online.

    The owner links their QBO account in a few minutes through an OAuth-style connection. Coastledger reads from QuickBooks — we never write to the ledger directly, so your books stay yours.

    Read-only by design

  2. 02
    Weekly

    Nightly reconcile.

    Every evening at 02:00 local time, the day’s transactions are matched against your bank feed and Stripe payouts. Anything that doesn’t line up gets surfaced the next morning with a severity and a plain-English note.

    Runs at 02:00 local

  3. 03
    Weekly

    Monday brief.

    The owner wakes up to a short summary by 07:00: cash in, cash out, the three to five items worth a closer look this week. No dashboards to log into — a single email that respects the rest of your inbox.

    Weekly · Mon by 07:00

What gets flagged

The four things a quiet bookkeeper’s eye would catch.

Coastledger’s check runs every night, in plain language, with a severity so you can decide fast what to do this week.

  • High

    Duplicate entries

    Stripe payouts that double-post, bank-synced holds that didn’t release, the same invoice filed twice with a slightly different memol.

  • Medium

    Miscategorized lines

    A merchant fee booked as Revenue, a refund posted as expense, owner draws mixed with software subscriptions.

  • High

    Suspicious vendor charges

    New vendors, sudden frequency changes, out-of-pattern amounts, or charges from a category you stopped using six months ago.

  • Watch

    Emerging cash-flow risks

    Receivables aging past terms, expenses trending above run-rate, a single account carrying too much of the balance.

Why this isn’t another ledger

Coastledger reads your books. It doesn’t replace them.

Owner-led businesses already have a chart of accounts, a bookkeeper, and an audit trail. Replacing any of those is expensive, risky, and unnecessary. Coastledger sits on top.

↳

Your chart of accounts, your bookkeeper, your history.

Coastledger reads from QuickBooks Online rather than swapping the ledger underneath. Existing categorization, reporting, tax exports, and audit trail stay intact — and so does the relationship with the person who closes your books.

↳

A same-day month-end handoff, not a multi-day catch-up.

By the time the period closes, the package is already built: matched entries with suggested corrections, reconciled bank lines, a working trial balance. The bookkeeper reviews instead of reconstructs.

↳

Continuous visibility replaces reactive review.

Instead of finding out three months later that a vendor bled 4% of revenue, the owner sees it on the weekly brief — early enough to do something about it.

Pricing teaser

Straightforward tiers, billed monthly.

Numbers below are ballparks for the launch window. Final pricing locks in once your cohort is confirmed; the tiers themselves stay the same.

  • Owner-only

    Solo

    $149/ month

    For owner-led businesses with a single book of business, one bank feed, and Stripe.

    • Nightly reconcile against QBO + 1 bank
    • Monday brief, plain-English summary
    • Month-end handoff for your bookkeeper
    • Email support, replies inside one business day

    Best for solo operators and pre-Series-A founders.

  • Team of 2–5

    Growth

    Most popular
    $349/ month

    For teams with multiple bank feeds, Stripe + a couple of payment processors, and a part-time bookkeeper.

    • Up to 3 bank feeds, Stripe + 2 processors
    • Multi-user brief delivery (owner + finance lead)
    • Suggested corrections with confidence scores
    • Priority support, same-day replies

    Most teams pick this tier. Most popular.

  • Multi-entity

    Studio

    Custom

    For studios and groups running multiple entities, multi-currency, or larger finance teams.

    • Unlimited banks, processors, entities
    • Multi-entity consolidation in the brief
    • Dedicated onboarding + monthly review call
    • Custom data retention + DPA on request

    Pricing depends on entity count and bank volume.

Lock in your slot

Tell us which tier fits — we’ll be in touch.

Drop your email below; once your cohort opens we’ll confirm the tier, scope, and onboarding date.

FAQ

Got questions? We have answers.

Bookkeeper, security, ledger, pricing, and time-to-value — answered in one place.

Read the FAQ →

Get started

Bring a week’s worth of clarity to your next Monday.

Drop your email and we’ll send a single note when your slot opens — no drip, no newsletter, no follow-up sequence. For anything else, write to coastledger@getcoastledger.com.

Still asking? Read the FAQ →