THE MODERN ACCOUNTING PRACTICE PLATFORM

Your entire accounting practice.
One powerful platform.

Less switching between tools. More time for the work that matters. Manage clients, workflows, reporting, time, billing and communication from one beautifully connected workspace.

Illustrative Ledgerly firm dashboard showing workflow completion, client management and tasks
Illustrative demonstration data shown. Product visuals are marketing reconstructions based on Ledgerly.
BUILT FOR ACCOUNTING FIRMS THAT WANT TO WORK SMARTER, SERVE BETTER AND GROW.
ONE CONNECTED WORKSPACE

Everything your practice needs.
Nothing it doesn't.

From the first client task to the final management report, Ledgerly brings your firm's essential workflows together.

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Practice management

See the whole practice at a glance, organise clients and stay on top of month-end work.

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Tasks & workflows

Manage recurring tasks, reviews, deadlines and team assignments in one place.

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Financial reporting

Move from financial statements to account detail, management packs and cash flow insights.

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Time tracking & billing

Record work by client and service, review time reports and generate invoices.

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White-label client portal

Give clients a branded place to view reports, answer questions and exchange documents.

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Accounting integrations

Connect workflows and reporting with supported accounting platforms including Xero, Zoho Books and QuickBooks.

PRACTICE CLARITY

Know exactly where your practice stands.

Get a clear picture of client workloads, financial reporting, upcoming tasks and the progress of every month-end close.

  • Keep client work organised
  • See what's complete and what's next
  • Give your team one place to work
  • Turn financial information into insight
Book a product walkthrough →
Six illustrative Ledgerly feature screens including reporting, workflow, time tracking and CFO packs
Illustrative marketing reconstructions; fictional data.
YOUR BRAND. YOUR CLIENT RELATIONSHIPS.

A client portal that feels like
an extension of your firm.

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

Illustrative mobile client portal screens showing finances, questions, reports and invoices
Illustrative white-label portal visuals based on the actual client portal; fictional financial information.
SIMPLE, SCALABLE PRICING

One platform. A plan for every practice.

Pay per client, not per team member. Start with the tools you need and grow into more.

Essential

Bring your practice together.

R150 / client / month
  • Practice management
  • Task and workflow management
  • Time tracking
  • Billing and invoicing
  • White-label client portal
Enquire about Essential

Complete

The complete accounting workflow.

R420 / client / month
  • Everything in Professional
  • AI bookkeeping engine
  • Expanded automation tools
  • Connected bookkeeping workflow
Enquire about Complete

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.

EARLY ACCESS

Build a better way to run your practice.

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.