Practice management
See the whole practice at a glance, organise clients and stay on top of month-end work.
Less switching between tools. More time for the work that matters. Manage clients, workflows, reporting, time, billing and communication from one beautifully connected workspace.

From the first client task to the final management report, Ledgerly brings your firm's essential workflows together.
See the whole practice at a glance, organise clients and stay on top of month-end work.
Manage recurring tasks, reviews, deadlines and team assignments in one place.
Move from financial statements to account detail, management packs and cash flow insights.
Record work by client and service, review time reports and generate invoices.
Give clients a branded place to view reports, answer questions and exchange documents.
Connect workflows and reporting with supported accounting platforms including Xero, Zoho Books and QuickBooks.
Get a clear picture of client workloads, financial reporting, upcoming tasks and the progress of every month-end close.

Put financial information, client questions, reports, invoices and documents in your clients' hands — with your practice's branding front and centre.

Pay per client, not per team member. Start with the tools you need and grow into more.
Bring your practice together.
Insights and review for growing firms.
The complete accounting workflow.
Minimum firm subscription: R1,500 per month. Prices exclude VAT. Feature availability may vary during early access; AI bookkeeping is planned and is not currently being offered as a live capability.
Ledgerly is preparing for its pilot programme. Be among the first firms to explore a more connected way of working.
Email us to join the waitlist →Enquiries go directly to chris@ledgerlyplatform.com. No account is created until we confirm onboarding.