Complete Feature Suite for CPA Practice Excellence

From automated AI journal entries to client communication portals, explore every tool built into LeuBooks.

AI Transaction Matching

Rules engine automatically links bank feed lines to chart of account items.

Multi-Tenant Client Portal

Custom white-labeled portal where clients can upload receipts and pay invoices.

Real-Time Reconciliation

Plaid banking sync matches balance sheets continuously with live bank accounts.

Financial Statement Generator

1-click PDF/CSV export for P&L, Balance Sheet, Cash Flow, and Trial Balance.

Role-Based Access Control

Strict data scoping keeps team members, junior accountants, and clients separated.

Automated Invoice Reminders

Set automated email sequences for unpaid invoices to reduce DSO by 45%.

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