Know your numbers.
CFO-level insights, minus the CFO.
WolfLedger turns your QuickBooks data into a monthly report that shows exactly how many days of cash you have left and flags the ten warning signs that can sink small businesses. No guessing. No estimates. Every number is calculated straight from your own financial records.
14-day trial · from $39/mo (CAD)
Actual product screenshot · sample data.
From ledger to monthly report in three steps
Connect QuickBooks Online
Secure, read-only connection. We pull your statements, invoices, bills, and payments — you never upload a spreadsheet.
The engine computes
Our system does the number-crunching — it cleans up your books and runs every report, ratio, and risk check the same way, every time. AI only writes the plain-English explanation of what those numbers mean. It never touches the math.
Your monthly report lands
The day your month closes, you get an executive summary comparing this month to budget and last year, your cash runway measured to the day, a margin analysis, and a scan of ten warning signs. Export to PDF, Excel, or CSV.
The report a virtual CFO bills thousands a month for.
Every month, you get:
- An executive summary for the month and fiscal year-to-date, measured against budget and prior year
- Plain-language sentences explaining what changed and why
- A net-cash bridge
- Your top expenses and vendors
- A year-end outlook
It’s all computed the day your month closes — not weeks later. Print it, export it, or hand your banker a read-only link.
See everything in the monthly report →An exact date, not a runway guess.
You’ll see the actual calendar day you’ll run out of cash if nothing changes, plus nine more risk checks, calculated the same reliable way every time. These include:
- Whether you’ve set aside enough for taxes and other trust money
- Your break-even point
- Whether you’re paying yourself a fair wage
- How much you depend on your biggest customers
- How slow customers are to pay you
- The rest of the questions that quietly kill small businesses
Each risk check is marked green, amber, or red, with one honest sentence explaining why.
See everything in the pack →
Numbers from code. Narrative from AI. Never the reverse.
Every figure in every report is calculated the same way every time from your QuickBooks data and is traceable back to the original entries. The AI only writes commentary about numbers that already exist — it cannot calculate, estimate, or invent numbers. Your data stays private to your business, is encrypted at rest, is protected by two-factor authentication, and is never used to train AI models.
Every client. One login.
Isolated workspaces per client, a portfolio overview with cash, Zero Cash Date, and overdue receivables at a glance, your logo on every monthly report, and revocable read-only share links for owners. Advisor plans from $149/mo; extra client slots $19/mo.
Advisor pricing →
Pricing
14-day trial with card upfront · cancel anytime
All prices in Canadian dollars (CAD).
⚡ We're launching — join as a founding member.
Lock in the lowest price we'll ever offer and work with us through the early days. We're on email to help you get your books connected and your reports dialed in, and your feedback shapes what we build next.
Founders
$39/mo
Founding-member price for the first 50 businesses — locked for life. Everything in Pro, and we support you closely by email through the early days.
Email support from the team while you get set up.
Become a founding memberPro
$59/mo
or $41/mo billed annually (30% off)
Your monthly report, ten risk checks, and every report — one business.
Start free trialAdvisor Founders
$149/mo
15 client workspaces
Founding-member price for the first 10 firms — locked for life. 15 client workspaces, and close email support as you onboard clients.
Email support from the team while you get set up.
Become a founding memberFull plan comparison and FAQ on the offer page.
WolfLedger vs. the competition
The report, the risk checks, and the valuation — built in and computed from your books, for a fraction of what reporting tools and virtual-CFO services charge.
| WolfLedger | The competition | |
|---|---|---|
| Starting price | From $39/mo (CAD) | Typically $150–$700+/mo |
| Monthly report | Ready the day you close the month | You build it, or it lands weeks late |
| Setup | Connect QuickBooks — done | Templates, mapping, and spreadsheet work |
| Ten risk checks | Built-in | Not offered |
| Zero Cash Date & runway | Built-in | Manual, if at all |
| Business valuation | Built-in | Not offered |
| Numbers guaranteed AI-free | Yes — code computes, AI only explains | Often AI-estimated |
| Made for owners & their advisors | Yes | Built for analysts |
The monthly report a virtual CFO bills for — computed from your books.
Connect QuickBooks, close your month, and read the report — executive summary, cash runway, and ten risk checks, every number computed from your own ledger.
Start my free trial