Accounting

Every bank line, explained.

Lodol works out who your clients paid, files what they email you and turns statements into rows, alongside QuickBooks Online, Xero and the inbox you already use. When it can't tell, it says so, and writes the question for your client.

Free to start, no credit card. Not priced per client, and every plan has unlimited seats.

Vendor researchNorthwind Dental · bank feed6 lines checked
  1. Sep 12SQ *BLUE BOTTLE COF 0412 SAN FRANCISCO CA−$18.40
    IdentifiedBlue Bottle Coffee · coffee shop
  2. Sep 12PAYPAL *INST XFER 1043−$350.00
    Processor onlyWho did you pay $350.00 through PayPal on Sep 12?
  3. Sep 13ADOBE *ACROPRO SUBS 800-833-6687 CA−$23.99
    IdentifiedAdobe · Acrobat Pro subscription
  4. Sep 14TST* LA TAQUERIA 0021 SAN FRANCISCO−$64.20
    LikelyLa Taqueria · restaurant, Mission District
  5. Sep 14ZELLE TO J ORTEGA 09/14−$1,250.00
    Not identifiedWhat was the $1,250 Zelle to J. Ortega for?
  6. Sep 15CLOUDFLARE 4029357733 CA−$20.00
    IdentifiedCloudflare · web hosting and security
4 explained · 2 questions for the client
This is a real workflow. Open it
Fits your practice

Keep your ledger. Lodol does the legwork.

Nothing to migrate and no new system for your team or your clients to learn. Lodol picks the work up where it already arrives and leaves it where you already look.

  1. Documents arrive

    Receipts, bills and statements are read and filed the moment they land.

  2. Money moves

    New transactions are picked up from the bank, the cards and the payment processors.

  3. Books get coded

    Every line gets a vendor, a reason and a suggested account, with sources.

  4. Clients get asked

    What nobody can explain becomes one clear question, ready to send.

940 apps and 11,056 actions in all, and a workflow can call any other tool’s API directly, so nothing has to move for Lodol to fit in.

Explore all integrations
Ready to run

Start from one that already works.

Built and tested by our team for the work that fills a bookkeeper's week. Open one, connect your apps, and it runs.

Manual

Check a bank feed sheet

Researches every unchecked line on a bank feed spreadsheet and writes who each was paid to, with sources, on a research tab.

Never edits the feed. Finished lines are skipped next time, and each run is capped so the cost stays predictable.

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Manual

Turn receipts and invoices into expense rows

Reads each receipt or invoice you link, pulls out supplier, date, total and tax, and adds a row to your expenses sheet.

Refuses to guess a figure. A receipt it can't read goes to a 'Needs review' tab with the reason.

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Manual

Turn a bank statement into transaction rows

Reads every transaction line off a bank statement PDF and adds one row per line to your spreadsheet, exactly as printed.

Copies every line exactly as printed. A partial run says INCOMPLETE rather than passing for a whole one.

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Daily

Categorise expenses in a spreadsheet

Reads a sheet of expenses each day and files each one under your own categories, writing the results to a separate tab.

Files each expense under your own chart of accounts, and leaves out anything that fits none of them.

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On new email

File emailed documents and log what they say

Files every document that arrives by email into Box and records what it says as a row on your register.

A field the document doesn't carry is left empty, never guessed. Nothing is filed twice.

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Manual

Check one bank line

Paste one bank or card feed line and get back who was paid, what they do and what it was likely for, with sources.

Built not to bluff: every fact comes from a page it read, and a second model checks the summary against the evidence.

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Compared

Lodol or a bookkeeping tool?

Dext, Double and Booke AI sell to the same firms Lodol does, and each is good at its slice of the work. Here is how they compare on what a practice weighs.

Lodol compared with Dext, Double, Booke AI
What a team asksLodolDextDoubleformerly KeeperBooke AI
What you pay, and what it grows withFree, or from $18 a month, by runs. Not per clientPer client, 10-client minimum ($207.99 a month)$10, $25 or $50 per client a month$129 per business a month
Try it without a sales callYes. Free plan, no cardYes. 14-day trial, no cardNo. Demo firstYes. Self-serve sign-up
Everything else it connects toYes. 940 apps: banks, inbox, storage, Slack, e-signaturePartly. 11,500+ banks and e-commercePartly. Zapier and a few partnersPartly. Gmail and Outlook
Client questions and document requestsYes. Easily build a custom client portal with your brandingYes. Client app, email and WhatsApp uploadYes. Branded client portalYes. Client query tool with reminders
Build your firm's own proceduresYes. Any trigger, any steps, across apps; versions and rollbackPartly. Rules and job templatesPartly. Checklists, rules and saved AI skillsPartly. Rules and thresholds in its own workflow
From Claude or ChatGPTYes. Your AI builds workflows that keep runningPartly. Closed beta, for questions about client dataYes. Reads and updates clients, tasks and close periodsNo. Not advertised
A person approves before anything postsYes. Any step waits for a person; every run tracedYes. You review and publishYes. Human-approved postingYes. Exception review and an audit trail

If you want bookkeeping in one ready-made product, Double and Booke AI are built for that. If you want your firm's own procedures to run across the ledger, the banks, the inbox and Slack, with a client portal in your own branding and a price that doesn't grow per client, that is Lodol.

In control

Nothing posts until you say so.

A workflow can stop and wait for a person at any step, every run is on the record, and every change can be undone.

A person approves before anything posts

Put an approval step wherever you want one. The run waits for whoever needs to decide, and carries on once they approve or reject it.

Roll back to what worked

Every edit is a version. Open any one to see what changed, and restore it in a click.

Decide who can do what

Owner, admin or member, per person. Running, editing and managing are separate permissions.

See exactly what happened

Every run is traced step by step, so when a reviewer asks where a figure came from, the answer is one click away.

Questions accountants ask first

Yes. QuickBooks Online is the deepest connection, with 79 actions and triggers for new bills, invoices, payments, vendors and customers. Xero and Zoho Books have 20 actions each, from invoices and contacts onwards. Wave, Odoo and ERPNext are in the catalog too.

From Plaid, Mercury or Brex, or from a bank feed exported to a spreadsheet. It writes what it finds next to each line, with its sources, so coding it in QuickBooks Online or Xero takes a glance instead of a search.

The templates are built not to. The bank-line check reports each line as identified, likely, not identified or processor only, every fact comes from a page it read, and a second model checks the summary against the evidence. A receipt it can't read goes to a 'Needs review' tab, and a value it can't find is left blank, not filled in.

It writes the questions, and a workflow can email them for you once you've approved them. When a client replies, a second workflow picks up the answer as their email arrives and files it next to the line.

Credentials are encrypted in transit and at rest. Roles decide who can run, edit and manage each workflow, every run is recorded step by step, and AI steps run on your own model key, under your provider's terms.

Not per client. Free includes 200 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes. A firm pays for the work its workflows do, however many clients they cover. AI steps are billed separately by your model provider, at its own rates.

Start with the bank feed.

Open the bank feed workflow, point it at one client's feed and see what it finds. Free to start, no credit card.

Free plan, no credit card · Credentials encrypted in transit and at rest · Security and trust