Solutions for Bookkeepers & Agencies
Manage more businesses.
Deliver exceptional organization.
MultiBiz Ledger helps bookkeepers and agencies manage multiple business books, collaborate with owners, streamline review work, keep records organized, reconcile accounts, run reports, and prepare CPA-ready information — all in one secure platform.
MultiBiz Ledger
Bookkeeping
Documents
Review & Close
Insights
Manage
Good morning, Taylor
Here's what's happening across your businesses.
Businesses
12
Questions
5
Open
Reconciliations
8
In Progress
Reports
6
Ready
Documents
24
Needs Review
Business Progress
My Tasks
Built for organized bookkeeping workflows.
Multi-Business Oversight
Manage multiple client books from a single, centralized platform.
Team Collaboration
Invite team members and clients, assign roles, and keep everyone aligned.
Review Workflows
Flag items, add notes, and keep review work moving with clear next steps.
Reconciliation
Streamline bank and credit card reconciliations across all your clients.
Financial Reporting
Generate accurate financial reports for every business in just a few clicks.
CPA-Ready Packages
Organize and prepare clean, shareable information for your accountants.
Questions & Communication
Keep conversations, questions, and answers in one place, tied to each business.
Role-Based Access
Control client and team access with secure, granular permissions.
Everything you need to keep business books organized.
MultiBiz Ledger brings together the essential tools bookkeepers and agencies rely on to manage client work efficiently — from document review to reconciliation and reporting, with a clear path to CPA-ready financials.
See how it works →Separate Business Workspaces
Keep each client's data organized and secure.
Review Documents & Receipts
Easily review, categorize, and manage client documents.
Categorize Transactions
Keep records accurate and consistent.
Reconcile Accounts
Track progress and resolve differences with confidence.
Run Financial Reports
Generate the reports your clients and accountants need.
Share with Your Accountant
Prepare CPA-ready packages with clean, organized information.
Bookkeeper / Agency Plan
Built for firms and bookkeeping professionals who manage multiple businesses. Get the tools, flexibility, and support you need to serve your clients efficiently.
- Manage up to 25 client businesses
- 10 team seats included
- Agency / preparer branding
- Bulk imports and exports
- CPA-Ready Report Center
- Accountant / CPA collaboration
Built for accounting professionals.
Independent Bookkeepers
Manage multiple clients, keep records organized, and deliver accurate financials with confidence.
Growing Agencies
Standardize your processes, collaborate with your team, and scale your client base efficiently.
Collaborative Teams
Work together with clear workflows, secure access, and real-time visibility across all your clients.
Build a more organized bookkeeping workflow.
Join accounting professionals who trust MultiBiz Ledger to keep business books organized.