Introducing Legix

Books to Advisory, Streamlined

Your expertise belongs with your clients, not lost in bank feeds

Built for High Performing Accountants

Superpowers to streamline your client bookkeeping

Advanced search and filtering

Find any transaction you're looking for, instant search and filtering

Modern experience

Speed through bank feed workflows, category changes, and name changes

Unlimited Team Members

Invited an unlimited amount of team members. No seat limits.

Actually AI

AI-Powered categorization and entity recognition unique to your firm and clients

Scheduled Booking

Automate bankfeeds. Schedule when transactions get entered for all clients. Truly automated bank feeds.

Schedule when transactions get entered for all clients. Truly automated bank feeds.

Deep activity logging

Every action, human or AI, is logged and recorded for a comprehensive audit trail and managing activities

Every action, human or AI, is logged and recorded for a comprehensive audit trail

Software built to speed through bookkeeping

Built with high-performing accountants in mind

AI-First Software

Advanced Search

Agent Based Categorization

Team Collaboration

Keyboard First Workflows

Increased Productivity

Improved Organization

Enhanced Decision-Making

Better Collaboration

Time Savings

Personalized User Experience

Intelligent Task Prioritization

Contextual Understanding

Personalized Insights

Simple Navigation

Smart Suggestions

Easy Collaboration

Software built to speed through bookkeeping

Built with high-performing accountants in mind

AI-First Software

Advanced Search

Agent Based Categorization

Team Collaboration

Keyboard First Workflows

Increased Productivity

Improved Organization

Enhanced Decision-Making

Better Collaboration

Time Savings

Personalized User Experience

Intelligent Task Prioritization

Contextual Understanding

Personalized Insights

Simple Navigation

Smart Suggestions

Easy Collaboration

Software built to speed through bookkeeping

Built with high-performing accountants in mind

AI-First Software

Advanced Search

Agent Based Categorization

Team Collaboration

Keyboard First Workflows

Increased Productivity

Improved Organization

Enhanced Decision-Making

Better Collaboration

Time Savings

Personalized User Experience

Intelligent Task Prioritization

Contextual Understanding

Personalized Insights

Simple Navigation

Smart Suggestions

Easy Collaboration