Your AI finance co-pilot for the whole practice.
Drop in invoices, bank statements or trial balances — Ledger IQ captures every line, checks the figures reconcile and returns Excel reports you can trust. From invoice capture to three-year cash flow forecasts, one workspace does the lot. Built on Azure, hosted in Ireland, GDPR by design.
Bank batch 12 is reconciled — 3 invoices unmatched. Balance check: opening matched, closing mismatch flagged.
Trusted by accounting practices across Europe
Six fine-tuned tools. One workspace.
From the first invoice to the three-year forecast — every tool returns clean, reconciled Excel output your team can review, correct and trust.
Invoice Capture
Drop in invoices as PDF, scans, images, HTML, Word or Excel. AI captures supplier, dates, line items and VAT — you review and correct anything, then download one consolidated Excel report.
- PDF · images · HTML · Word · Excel
- Review & correct in the ledger
- One consolidated Excel report
Bank Statement Converter
Attach one or more statements — PDF, image, HTML or XLS/XLSX — and get a single Excel workbook with every transaction combined in date order, plus opening and running balances so the figures reconcile.
- PDF · images · HTML · XLS/XLSX
- Opening + running balance
- Multi-statement, one workbook
Invoice Reconciliation
Upload your summarized invoices and combined bank statements. VeritaxIQ matches each invoice to the bank transaction that paid it and flags the gaps — missing invoices and missing transactions — in one Excel report.
- Invoice ↔ payment matching
- Missing invoices flagged
- Missing transactions flagged
Management Accounts
Upload any of Profit & Loss, Balance Sheet and Trial Balance exports (XLS/XLSX/PDF) and get a polished management report built from the data available — formatted and ready to share.
- P&L · BS · Trial Balance inputs
- Polished management report
- Works with partial data
MIS Reports
Upload a single Excel workbook of raw business data. VeritaxIQ reads the sheets, decides which management-information views best fit, and returns a styled multi-sheet report. Nothing is hardcoded to a particular business.
- Any industry, any workbook
- AI picks the right views
- Styled multi-sheet report
3-Year Cash Flow Forecast
Enter your one-year projection and a few assumptions. VeritaxIQ builds a month-by-month cash flow across three years — with year totals, a summary and your peak funding need. Workbook and live Excel model included.
- Month-by-month × 3 years
- Peak funding need highlighted
- Live Excel model to tweak
Ask across everything you've extracted.
The AI Analyst works across your invoices, statements and reports — drafting analyses, explaining flagged documents and answering questions, with you in control of every output.
Natural language, finance fluency
“Which supplier statements failed the balance check this month?” — get an answer that references the exact documents and line items behind it.
Drafts, doesn't decide
The AI proposes reports, matches and summaries. You review, you approve — every action is logged and attributable.
Context-aware to your practice
Works on your practice's extracted data and templates — never trained on another firm's data. Your data stays yours.
Two apps, one login.
Ledger IQ and the Admin Console ship inside VeritaxIQ — no extra licences, no extra logins, no extra silos.
Ledger IQ
The tools suite
Six fine-tuned tools covering invoice capture, bank statement conversion, invoice reconciliation, management accounts, MIS reports and 3-year cash flow forecasts — with AI Analyst and client workspaces built in.
Open Ledger IQAdmin Console
Control & governance
Invite users and grant admin rights, configure the reporting templates your team sees, monitor extraction quality with reason codes, and track usage & cost — per workspace or across every tenant.
Open Admin ConsoleGovernance for every workspace, in one pane.
The admin console gives practice admins a single view of the whole workspace — who has access, which templates the team sees, how well extraction is performing and what it costs. Platform admins can onboard new customer tenants and keep every workspace isolated.
- ✓Invite users by email · grant or revoke admin rights
- ✓Reporting templates in the Template selector
- ✓Extraction quality with RCA reason codes
- ✓Usage & cost — jobs, success rate, P95 latency
- ✓Platform Admin for isolated customer tenants
- ✓Sign-in via your organisation’s Microsoft Entra login
From a folder of PDFs to a signed-off board pack.
Three steps, one login — most practices run their first end-to-end reconciliation in under fifteen minutes.
Drop your documents
Sign in with your organisation’s Microsoft Entra login, pick a client workspace and drop in statements, invoices or accounting exports — PDFs, scans and spreadsheets all welcome.
AI extracts & checks
VeritaxIQ reads every line and runs balance checks — opening and closing figures must reconcile. Anything doubtful is flagged with a clear reason code, so nothing slips through silently.
Review & download
Correct anything in the ledger view, then download one Excel report per job — reconciled statements, matched invoices, management accounts, MIS reports or the three-year forecast.
Enterprise-grade, by default.
VeritaxIQ is built on Azure with security controls that aren't optional extras — they're how the platform is architected.
Hosted in Ireland (EU)
Your data is hosted in Ireland (EU) and never shared.
Microsoft Entra single sign-on
Sign-in is handled by your organisation’s Microsoft Entra login.
TLS 1.2+ everywhere
HTTPS-only ingress with Azure-managed certificates.
Isolated tenant workspaces
Each customer’s data and users are isolated by design.
Data minimisation
Raw inputs auto-expire; soft-delete protects against loss.
Full audit log
Every action — AI or human — is logged and exportable.
Free access, a live demo, or a direct reply from the team.
The marketing site now routes every request through the Veritax IQ backend, so your enquiry is emailed straight to Bala Sekar and Annamalai instead of relying on a local mail client.
Prefer direct email? Reach [email protected] or [email protected]