kitio.aiAdded Nov 5, 2026
Ledger IQ
Free trialAI trial balance mapping that exports to Lacerte, UltraTax and Drake
What is Ledger IQ?
Ledger IQ helps CPAs turn a client's trial balance into an import file for tax software. You upload an Excel or CSV export, review AI-suggested tax line mappings, post adjusting entries and download a file ready for Lacerte, UltraTax CS or Drake Tax.
The tool checks that debits equal credits, maps accounts such as cash, sales, payroll and rent to tax lines, and flags mappings that need a human decision. Nothing is retyped by hand, which the company says saves one to two hours per return.
Pricing is by return, meaning one client for one tax year, with lower rates as you buy more, or a one-time unlimited option through the end of 2027. The first return is free with no card and no time limit.
Features
- Trial balance upload
- AI tax line mapping
- Adjusting journal entries
- Lacerte, UltraTax and Drake export
Tags
Releases
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Organization
Ledger IQ
🇺🇸 United States
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Free trial
- Paid options from
- Not listed
Ledger IQ plans
Per return
$10–$25 / return
- Price drops with volume
- Returns never expire
- First return free
Unlimited
$1200 one-time
- Unlimited returns through 2027
- Does not auto-renew
Prices in USD, checked Nov 5, 2026. Plans change often, so confirm on the Ledger IQ site.Official pricing
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Pros and cons
Pros
- Pay only for returns you file
- First return free and complete
- Credits never expire
Cons
- Supports only three tax programs
- US tax returns only
- Each new tax year counts as a new return
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Q&A
What is Ledger IQ?
Ledger IQ helps CPAs turn a client's trial balance into an import file for tax software. You upload an Excel or CSV export, review AI-suggested tax line mappings, post adjusting entries and download a file ready for Lacerte, UltraTax CS or Drake Tax.
Which tax software can import Ledger IQ files?
It exports import-ready files for Lacerte, UltraTax CS and Drake Tax.
How much does Ledger IQ cost?
Ledger IQ is free trial.
Is there a free version of Ledger IQ?
No, but you can try it free before paying.
What are the main features of Ledger IQ?
Trial balance upload, AI tax line mapping, Adjusting journal entries, Lacerte, UltraTax and Drake export.
Who makes Ledger IQ?
Ledger IQ is made by Ledger IQ.
What are the best alternatives to Ledger IQ?
Popular alternatives include QuickBooks Online, Xero, Digits.