Turn your inbox into a reliable task system
TaskLedger scans your Gmail 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. 14-day free trial.
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 Gmail
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
Start free for 14 days. No credit card required.
Starter
For individuals and solo advisors
- 1 Gmail account
- Up to 500 emails scanned / month
- AI task extraction
- Daily digest email
- Gmail label sync
- 7-day task history
- Email support
Pro
For power users and growing teams
- 3 Gmail accounts
- Unlimited email scanning
- AI task extraction + priority scoring
- Daily digest + real-time alerts
- Gmail label sync
- Unlimited task history
- Smart categories and follow-up tracking
- Priority support
Built with privacy first
Your emails are sensitive. We treat them that way.
Read-only Gmail access
We request the minimum OAuth scope needed. TaskLedger can never send, delete, or modify your emails.
No email content stored
Raw email bodies are processed in-flight and discarded. Only the extracted task metadata is persisted.
Encrypted at rest and in transit
All task data is encrypted with AES-256 at rest and served exclusively over TLS 1.3.
SOC 2 Type II in progress
We are actively pursuing SOC 2 Type II certification. Our security controls are audited quarterly.
Stop letting important emails disappear
Join financial advisors and professionals who never drop a follow-up. Start your free 14-day trial today.