Never lose a task in your email again
TaskLedger scans your email for actionable items, converts them into structured tasks, and keeps everything in sync — so no follow-up ever slips through the cracks.
No credit card required. 200 free credits included.
Send revised proposal to Marcus
From: Marcus Chen
Review Q4 portfolio rebalancing
From: Sarah Williams
Confirm meeting: estate planning call
From: Robert & Linda Park
How it works
From inbox to organised task list in three simple steps.
Connect email
Grant read-only access in seconds. TaskLedger connects via OAuth — no passwords, no forwarding rules, no inbox clutter.
AI Extracts Tasks
Our model scans each email for commitments, deadlines, and requests, then converts them into structured, prioritized tasks.
Track & Complete
Receive a daily digest, act on tasks, and watch Gmail labels update automatically as you mark items complete.
Everything you need, nothing you don't
Purpose-built features that eliminate manual work and keep you on top of every client commitment.
AI Task Detection
Understands context, not just keywords. Detects commitments, deadlines, and requests buried in conversational emails.
Gmail Label Sync
Task state writes back to Gmail labels in real time. Your inbox reflects what is done, pending, or overdue automatically.
Daily Digest
A clean, prioritised summary delivered each morning so you start the day knowing exactly what needs attention.
Priority Scoring
AI scores each task by urgency, sender importance, and deadline proximity, surfacing what matters most first.
Follow-up Tracking
Never forget to circle back. Tasks with implied follow-up dates are flagged and escalated if not acted on.
Smart Categories
Tasks are automatically bucketed by type — client follow-ups, internal actions, approvals — without manual sorting.
Simple, transparent pricing
200 free credits. No credit card required.
Starter
1 inbox — for individuals and solo advisors
- 1 inbox
- 2,000 credits / month
- AI task extraction
- Daily digest email
- Gmail label sync
- 30-day task history
- Email support
Pro
Up to 5 inboxes — for power users and teams
- Up to 5 inboxes
- 10,000 credits / month
- AI task extraction + advanced priority scoring
- Daily digest + real-time alerts
- Gmail label sync
- Unlimited task history
- Smart categories and follow-up tracking
- Priority support
Your emails deserve bank-level protection
We handle sensitive inbox data with the same encryption and access controls trusted by financial institutions.
Read-only access
TaskLedger requests the minimum permissions possible. We can never send, delete, or alter the content of your emails. We only apply a single TaskLedger label to processed messages.
Zero email storage
Email content is analyzed in-flight and immediately discarded. Only structured task metadata is saved — never raw messages.
AES-256-GCM encryption
All stored credentials are encrypted with AES-256-GCM — the same standard used by banks and government agencies. Data in transit is protected by TLS 1.3 with HSTS enforced.
Certified providers
Authentication and infrastructure are handled by SOC 2 Type II certified providers. Every layer of the stack is independently audited.
No sensitive data extracted
Our AI is specifically instructed to never extract or store Social Security numbers, account numbers, passwords, or any financial credentials from your emails.
Revoke access anytime
Disconnect in one click — we immediately revoke access and delete your stored Gmail credentials. Full account and task deletion available on request.
Stop letting important tasks disappear in your email
Join financial advisors and professionals who never drop a follow-up. Start scanning free today.