Client context
Start with the client, entity, service and period. Keep the relevant details close to the work.
THE LEDZERLY PRODUCT SUITEYour books.
Your books.
Your practice.
One Ledzerly.
Accounting, audit, client management and tax compliance. A connected suite built around the way professionals work.
For businesses & CA firmsBuilt by a finance professional
Your work, connected.Explore an illustrative workspace Ledzerly workspaceIllustrative previewYOUR WORK, IN VIEW
Sample periodFinancial overview
Revenue this period₹48.6LIllustrative data
Receivables₹12.4LReview workspace
Cash movementSample trend
Week 1Week 2Week 3Week 4
Needs your attention
Bank reconciliation94% matched
Revenue recognitionReady for review
Month-end review3 items pending
MEET THE PRODUCTSPurpose-built for the
Purpose-built for the
work you do every day.
Four specialised products. Explore the modules, review points and outputs that matter to your team.
ACCOUNTING & FINANCEExplore LedzerlyBooks in detailFor business owners, accountants and finance teams.
From everyday entries to a confident close.
Keep sales, purchases, banking and journals connected to the schedules and reports your finance team reviews.
Run the books
- Sales invoicing & receivables
- Vendor bills & payables
- Journals & adjustments
Reconcile & report
- Bank reconciliation & exceptions
- Fixed assets & prepaid schedules
- Financial reports & month-end close
Ledzerly workspaceIllustrative previewYOUR WORK, IN VIEW
Sample periodFinancial overview
Revenue this period₹48.6LIllustrative data
Receivables₹12.4LReview workspace
Cash movementSample trend
Week 1Week 2Week 3Week 4
Needs your attention
Bank reconciliation94% matched
Revenue recognitionReady for review
Month-end review3 items pending
A PRACTICAL EXAMPLE
Review a bank exception, its supporting record and the next action in the same workflow.
A MORE CONNECTED WAY OF WORKINGThe details belong
The details belong
with the decision.
Each product focuses on a different part of your work. The suite brings the client, the record and the review into a clearer conversation.
Source information
Organise records and supporting documents so reviewers can understand the basis of an entry or conclusion.
Team responsibility
Follow the owner, pending questions and review stage. Know which action comes next.
Useful outputs
Bring together reports, working papers, deliverables and filing evidence for the people who need them.
LEDZERLY AI / PROFESSIONAL ASSISTANCEFrom a question
From a question
to a reviewable draft.
Explore help with explanations, journal proposals, client communications and work summaries. Review the source information and approve the next step yourself.
See the AI workflowsLedzerly AIIllustrative example
Help me organise the month-end review.
PREPARE / REVIEW / APPROVE
A clearer starting point for your review.
Bring together unreconciled items, schedule checks and pending questions. Prepare the summary, then verify the evidence.
- Source information stays visible
- Assumptions need professional review
- Final decisions remain with your team
CHOOSE YOUR STARTING POINTBuilt for your team.
Built for your team.
Shaped around your work.
More clarity in
every accounting period.
Explore transaction workflows, reconciliation, schedules and reporting in LedzerlyBooks.
- Invoicing, receivables & payables
- Bank reconciliation & review
- Period schedules & financial reports
More visibility across
every client engagement.
Explore audit, client operations and compliance workflows across your practice.
- Audit planning, evidence & review
- Client requests, tasks & billing
- Tax preparation, validation & status
SEE LEDZERLY IN CONTEXTLet’s make the walkthrough
Book a personal demoLet’s make the walkthrough
about your work.
Your team. Your modules. Your starting scope.