FAQ
Bookkeeper, security, ledger, pricing, and time-to-value — answered in plain English so you can decide whether Coastledger fits before you hand over a single credential.
Yes — and they stay in charge of the books. Coastledger reads from QuickBooks Online and never writes to the ledger without explicit approval. Your bookkeeper’s chart of accounts and their categorization choices are the source of truth; when they correct a categorization, Coastledger learns from it and the next nightly run reflects their judgment, not ours.
Coastledger connects with read-only scope to QuickBooks Online — we can pull data, we can’t push transactions to the ledger. Data is encrypted in transit (TLS) and at rest. No financial data is ever rendered to a browser or exposed in client JavaScript; every read and write happens server-side inside our infra. We don’t share your books with anyone, and you can revoke Coastledger’s access at any time from your QBO settings.
No. QuickBooks stays your system of record — the ledger, the chart of accounts, your reporting, your tax exports. Coastledger is a thin co-pilot layer on top that watches your books every night and surfaces the few things worth your attention. There is no migration, no re-platforming, and no second ledger to reconcile against.
Three tiers: Solo at $149/mo for owner-only operations, Growth at $349/mo for teams of 2–5 with a part-time bookkeeper, and Studio at custom pricing for multi-entity, multi-currency, or larger teams. All tiers include the nightly reconcile, Monday brief, and month-end handoff. For anything above Studio, send a note and we’ll work out a fair shape together.
Connecting QuickBooks, your primary bank feed, and Stripe takes a few minutes. The first nightly roll-up runs the following evening at 02:00 local time. Your first Monday brief lands the following Monday by 07:00 — so most owners see their first real summary inside ten days of signing up.
Ready when you are
One message when your cohort opens — no drip, no newsletter, no follow-up sequence. For anything else, write to coastledger@getcoastledger.com.