THE CONNECTED AI SUITE FOR CA FIRMSRun your entire practice.
Run your entire practice.
Beautifully.
Accounting, audit, tax and client operations—finally working together in one intelligent, delightfully simple platform.
4connected apps
1client record
∞clarity
Ledzerly AIPractice intelligence✦BooksAccounting✓AuditFlowAssurance◉ClientDeskOperations₹TaxPilotCompliance✓ Partner approved
All work live
EVERYTHING YOUR FIRM NEEDS
Books Audit GST & TDS Clients Billing AI
INTERACTIVE END-TO-END PRODUCT GUIDEPick a product.
Pick a product.
Walk through the work.
Move through the actual operating sequence—from setup and preparation to review, completion and reporting.
01 / 05
Create the company and controls
Configure chart of accounts, GST, TDS, users, roles and approval limits once.
Foundation ready
Explore LedzerlyBooks ↗✦ AI insight ready
Live workspace
LEDZERLYBOOKSSet up workspace
⌕RK
WORK ITEMOWNERDUESTATUS
Bank reconciliationNNehaTodayReview
GST input validationAArunTodayReady
Revenue cut-offMMeeraTomorrowWorking
Fixed asset roll-forwardKKiran18 AugReady
72%
Stage progress✦ LEDZERLY AI
Three unmatched bank items explain 82% of the variance. I prepared suggested matches for review.
Inspired by the uploaded practice-workflow referenceRebuilt as an original Ledzerly product experience
✦ AI-assisted✓ Human-approvedPEOPLE FIRST. AI AMPLIFIED.Why we built Ledzerly ↗
Built for the team behind every deadline.
Ledzerly brings partners, accountants, auditors and tax teams into the same operating rhythm. The AI helps surface risk, prepare drafts and organise the next action—while your professionals retain judgment and control.
4connected products
1shared client record
0blind handoffs
FROM FRAGMENTED TO CONNECTED
Stop managing the gaps between your tools.
Ledzerly turns separate jobs into one visible operating flow—from the first client request to the final approval.
Create the client once
PAN, GSTIN, contacts, entities and permissions become the shared source of truth.
Run every workflow
Books, audit, client work and tax move together—without repeated data entry.
Ask Ledzerly AI
Get drafts, explanations, checklists and next actions grounded in the work your team is doing.
Ledzerly AI
An assistant that understands the work—not just the question.
Ask what is overdue, draft a client email, explain a variance or prepare a journal proposal. Ledzerly AI works across the suite while keeping people in control.
- Uses your role-based access boundaries
- Prepares drafts for human review
- Connects accounting, audit, tax and client context
Ledzerly AI ReadyWhat needs my attention today?
✦
Three items need partner review.
• Rao & Co audit: materiality approval
• June GST: ₹1.84L variance
• 4 client documents overdue
Ask about your practice… ↑
THE LEDZERLY DIFFERENCELess tool-switching.
Less tool-switching.
More finished work.
One calm operating rhythm for partners, accountants, auditors and tax teams—across the office, home and client site.
See it in your practice ↗01Shared client recordCreate it once. Use it everywhere.
02Visible work statusKnow what is ready, blocked or late.
03Human-reviewed AIPrepare faster. Approve with confidence.
CONTROL WITHOUT COMPLEXITY
Designed for professional accountability.
Role-based access
Give each team member exactly the access their work requires.
Complete audit trail
See who prepared, changed, reviewed and approved every action.
Human-reviewed AI
AI proposes and drafts. Your team stays responsible for decisions.
Cloud-native
Work securely across teams and locations without desktop dependency.
READY FOR A CLEARER PRACTICE?
Bring your entire firm into one connected workspace.
See how Ledzerly can fit the way your team already works—and remove the friction it should never have had.
Book your private demo ↗No pressure. A practical walkthrough for your firm.