01
Connect your bank
Plaid pulls your business checking, supplier credit, and fuel cards every night. Read-only. Your bank, your data.
How it works
For the truck, not the desk.
Connect your bank. Tag a job once. We do the rest — every transaction routed to the right job, every margin updated live, every quarter exported clean to your CPA.
QuickBooks sees rows. BlueLedger sees jobs.
What you do
02
Tag a job once
On the truck, in the cab, between jobs: a 4-tap mobile flow tags an ambiguous expense to the right job. The model learns your suppliers after week two.
03
Read your margins
Every job has a live margin. Every quarter has a one-click QuickBooks export for your CPA. No March shoebox.
Why it works
Generalist tools like QuickBooks and Bench treat every charge as a row in a ledger. They don't know that the $312 Ferguson invoice belongs to the Whitfield water-heater swap, or that the $48 Lowes run was for a side-job a buddy paid you cash for. BlueLedger does — because the model is trained on trade-supplier patterns and the flow is built for tagging jobs, not coding chart-of-accounts.
QuickBooks
- • Generic chart of accounts
- • No native concept of a job
- • Built for an accountant to reconcile, not a tradesperson to read
- • Margin-by-job requires an Enterprise upgrade or a third-party add-on
BlueLedger
- • Trade-specific buckets: supplier credit, fuel-by-truck, pulled permits, dump fees
- • Job is the primary unit, not the journal entry
- • Margin updates live on every transaction
- • 4-tap mobile tagging, no desktop required
What you get
- ✓ Plaid bank feeds across every account you run the business from
- ✓ Job-aware AI categorization that learns your suppliers
- ✓ Live margin-by-job — open, won, lost
- ✓ Mobile receipt-tag flow built for one-handed use
- ✓ One-click QuickBooks Online export for your CPA at quarter-end
- ✓ 60-day trial. Cancel any time. No upsell.
Heads up: BlueLedger isn't shipping yet — we're raising $35K to build the MVP and onboard 50 design-partner shops. Join the waitlist; we'll email you the day the 60-day trial opens.
Join the waitlist