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LEDGEIN

Intelligent practice operating platform

Run your practice withintelligence built in.

Manage clients, compliance, workflows, documents, communications and reporting in one platform — while LEDGEIN helps surface regulatory change, affected clients and the work that needs attention.

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LEDGEIN
LEDGEIN practice dashboard with upcoming obligations, tasks and regulatory updates

Built for modern accounting and finance practices

  • Accounting & CA practices
  • Multi-team practice workspaces
  • Compliance-led workflows
  • Role-based access & audit trails

Practice command centre

Know what needs attention before it becomes a problem.

The Morning Brief pulls the signals a practice would otherwise hunt for across separate modules — attention items, client health, deadlines, your own work, what clients still owe you, team escalations, regulatory reviews and integration issues.

  • One place to start the day, per person and per practice
  • Attention items are generated from real operational state, not a manual checklist
  • Every item links straight to the client, task or workflow behind it
LEDGEIN
LEDGEIN Morning Brief — sample practice data

Platform

Everything your practice needs to stay in control.

Six connected capabilities, designed around how compliance and advisory work actually moves through a practice.

03

Compliance

Track obligations, deadlines and important dates without relying on spreadsheets.

05

Communication

Keep messages, reminders, approvals and client interactions connected to the work.

06

Insights

Understand workload, deadlines and practice performance.

Client 360

Every client, in full context.

Services, tasks, compliance dates, documents, messages and regulatory exposure sit on a single client record — so the whole picture is one click away, not five systems away.

Shown with fictional demonstration data from a sample practice workspace.

Illustrative product view. Sample data.
HF

Harbourline Freight Ltd

Company · GST registered · Freight & logistics

Active

Key details

Entity typeCompany
Balance date31 March
GSTRegistered · Two-monthly
Relationship partnerTom Keeley

Important dates

GST return — Feb period28 Mar
Provisional tax instalment7 Apr
Annual accounts30 Apr

Recent activity

Bank statements received2 days ago
GST workpapers started3 days ago
Document request sent6 days ago
Client 360 view for a sample client record

Automation Engine

Rules your practice can read, review and trust.

LEDGEIN automation is deterministic: a trigger, a condition, and actions your practice defined. Nothing runs that you did not configure, and every run is recorded in execution history.

  • A requested document is received

    Attach it to the client record · Progress the workflow stage · Clear the reminder

  • A regulatory impact is confirmed

    Prepare the practice action · Add the important date · Draft the client communication for review

  • An integration needs attention

    Raise an attention item · Alert the responsible owner

Explore Automation

Automation rule

Deterministic

  1. WHEN

    A compliance deadline is approaching

  2. IF

    The client has an active service and required documents are outstanding

  3. THEN

    • Create the preparation task
    • Send a document request
    • Notify the responsible team member
TriggersConditionsActionsBranchingWaitsRetriesTemplatesExecution history

Regulatory intelligence

When regulations change, know what needs your attention.

LEDGEIN takes a verified regulatory update, analyses its likely impact across your client base, and surfaces the clients, dates and actions your team should review.

Regulatory monitoring is being rolled out jurisdiction by jurisdiction, with initial operational coverage across New Zealand, Australia and India.

LEDGEIN identifies and surfaces information for review. It does not make tax or legal decisions, and it does not replace professional judgement.

How regulatory intelligence works
  1. Verified updateGST filing threshold changeCaptured with its source and effective dates.
  2. Impact analysisServices, obligations and periodsLEDGEIN analyses where the change could apply.
  3. Affected clients47 potentially affected clientsSurfaced from service and filing profiles.
  4. Why they matchedRegistered for GST · 2-monthly cycleEvery match shows the reason behind it.
  5. Important datesEffective 1 Oct · first affected filing 28 NovDates land against the relevant periods.
  6. Practice actionsReview, decide, prepare the workJudgement stays with your team.

Practice Intelligence

Operational signal, not a black-box score.

Practice Health and Client Health are built from rules you can read: overdue obligations, outstanding requests, response times, escalations and deadline pressure. Every state can be traced back to the items that caused it.

  • Workload and capacity across the team
  • What is waiting on clients and for how long
  • Upcoming deadlines and operational issues in one view

Client Health

  • Harbourline Freight LtdHealthy
  • Northvale DentalWaiting on client
  • Kōwhai Property TrustNeeds attention
  • Marlow & SonsHealthy

How the state is derived

Overdue obligations · Outstanding document requests · Response time on requests · Open escalations · Upcoming deadline pressure

Fictional demonstration data from a sample practice workspace.

Client portal

One connected experience — for your team and your clients.

Clients see a focused view of what they need to do. The practice keeps full control of the underlying work, on the same record.

Practice workspaceHarbourline Freight Ltd
Client portalSample client view
  1. Practice requests documents
  2. Client receives the request
  3. Client uploads each item
  4. Practice receives it in context

Integrations

Works with the systems your practice already uses.

Each integration is listed with its current availability — nothing is presented as supported before it is.

LEDGEIN
  • XeroComing soonAccounting ledger
  • Microsoft 365Coming soonIdentity & email
  • SharePointComing soonDocument storage
  • OneDriveComing soonDocument storage
  • Google DriveComing soonDocument storage
  • Practice ServerAvailableOn-premise file connector

Product names are shown for identification only and do not imply endorsement.

Reporting & analytics

Operational reporting across the whole practice.

Built-in reports with filters, drill-down and export — saved, favourited and scheduled so the numbers arrive without anyone rebuilding them.

Report areas

  • Practice
  • Clients
  • Compliance
  • Tasks
  • Regulatory
  • Automation
  • Integrations
  • CRM
  • Invoices

Reporting is built on defined operational reports. LEDGEIN does not expose arbitrary SQL or an unrestricted BI layer.

  • Built-in operational reports
  • Filters and drill-down
  • Saved reports and favourites
  • CSV and XLSX export
  • Scheduled delivery
  • Report history

Ask LEDGEIN

Permission-aware AI assistance inside your practice workspace.

Ask LEDGEIN helps your team understand and prepare work using the context they are already allowed to see. It explains, summarises and drafts — it does not act on its own.

  • Answers respect the permissions the signed-in user already has.
  • It works from authorised LEDGEIN context, not the open internet.
  • Consequential actions require explicit confirmation by a person.
  • It does not replace official regulatory sources, deterministic compliance logic, Client Health rules, report calculations or permission controls.

Ask LEDGEIN

Scoped to your permissions
  • What needs my attention today?
  • Summarise this client.
  • Which clients are waiting on documents?
  • Explain this regulatory update.
  • Which invoices are overdue?
  • Summarise this report.
  • Why did this automation fail?
  • Draft a follow-up message.

Example prompts. Answers draw only on LEDGEIN data the signed-in user can already access.

Practice server

Modernise without forcing a migration.

The LEDGEIN Connector securely connects approved folders from an existing Windows practice server, so long-standing document structures stay in place while the work moves forward in LEDGEIN.

Connector architecture

Connecting
  1. Existing practice serverYour Windows file server, exactly where it is today.
  2. LEDGEIN ConnectorInstalled on the server and paired to your practice.
  3. Approved foldersOnly the folders you approve are shared — revocable at any time.
  4. LEDGEIN workspaceFiles appear alongside the related client work.

Security

Built with the controls professional practices expect.

Practice and client data carries obligations. LEDGEIN is built around access control, separation and traceability from the ground up.

Learn about security

  • Role-based access

    Permissions follow the role someone holds in the practice.

  • Tenant isolation

    Each practice workspace is separated from every other tenant.

  • Audit trails

    Activity on work, documents and approvals is recorded.

  • Secure integrations

    Connections are scoped and authorised by the practice.

  • Controlled server access

    The connector reaches only the folders you approve.

  • Formal certifications are not claimed. Where a control or accreditation is not yet in place, we say so.

Pricing

Simple pricing. Built to grow with your practice.

Prices are in New Zealand dollars (NZD) and exclude GST where applicable.

Starter

For smaller practices getting their operations organised.

NZ$79/month

  • Clients, services and tasks in one place
  • Compliance calendar and obligations
  • Document requests and inbox
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Professional

Most popular

For established practices that need connected workflows, compliance and integrations.

NZ$169/month

  • Everything in Starter
  • Workflows, approvals and client portal
  • Two connectors and three country packs
Start free trial

Business

For larger teams that need greater capacity, operational visibility and expanded integrations.

NZ$299/month

  • Everything in Professional
  • Reporting and workload visibility
  • Five connectors and ten country packs
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Enterprise

For larger organisations requiring custom capacity, rollout or commercial arrangements.

Contact Sales

  • Custom capacity and country packs
  • Rollout and onboarding planning
  • Tailored commercial arrangements
Contact Sales

14-day free trial · No card required · Compare all plans

Ready to bring your practice into one workspace?

Start with your own workspace, or walk through LEDGEIN with our team first.

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