Your business books, on autopilot. $29/month.

Connect your business bank once. Ledger Lite categorizes every transaction and keeps your P&L current — no weekend catch-up sessions.

When the year closes, your tax package — P&L, balance sheet, categorized expenses — is ready. Hand it to any preparer.

Fidelis is a tax firm. The same books can flow straight into professional tax preparation and tax strategy — S-corp elections, entity structure, quarterly planning — without re-explaining your business to anyone.

Link your business bank account in 60 seconds.

Every transaction categorized automatically. Review and approve in minutes.

Get your P&L, balance sheet, and categorized expenses ready the moment the year closes.

For getting tax-ready books, yes. Ledger Lite costs $29/month versus $38–$115/month for QuickBooks Online plans (Intuit published pricing, July 2026), and it categorizes transactions automatically with AI. QuickBooks still does more beyond bookkeeping — invoicing and payroll — which Ledger Lite does not do yet. If your goal is clean books and a tax-ready year-end, Lite does that job for less.

Ledger Lite is $29/month (or $24.65/month billed annually), with unlimited transactions. There is a free trial, and no long-term contract.

Ledger Lite prepares your books and your year-end tax package. Actual tax preparation and filing is done by Fidelis’s licensed tax practice — real professionals, not software — and because your books already live in Ledger Lite, they start with everything they need. You can also take your year-end package to any outside preparer.

Bank connections run through Plaid with read-only access and bank-level encryption. Fidelis never sells your data, and your books are never shared outside the Fidelis ecosystem without your consent.

About 60 seconds: create an account, connect your business bank through Plaid, and Ledger Lite begins categorizing your transaction history immediately.

Books on autopilot for $29/month, with a real tax team attached.