INTEGRATIONS
Connect the systems
your practice already relies on.
LEDGEIN brings practice workflows together while your firm continues to use the accounting, productivity and storage systems that already support the work. Availability is stated honestly for every connection.
Accounting
Bring client accounting context alongside the practice work that surrounds it.
- XeroConfiguration required
Microsoft productivity
Use the Microsoft 365 storage your practice already runs on.
- Microsoft 365Configuration required
- SharePointConfiguration required
- OneDriveConfiguration required
LEDGEIN
Clients, work, compliance, documents and reporting in one workspace.
Google Workspace
Contacts, Gmail, Calendar and Drive references — planned, not yet available.
- Google ContactsComing soon
- GmailComing soon
- Google CalendarComing soon
- Google DriveComing soon
Cloud storage
Send practice documents to an approved destination in cloud storage.
Practice Server
Keep files on your existing Windows server and still work in LEDGEIN.
- LEDGEIN Practice ServerConfiguration required
Illustrative product view. Availability is listed per integration below.
HOW WE DESCRIBE AVAILABILITY
Three states, used precisely
We do not describe a connection as available until it is production-supported. Anything still being set up with practices, or still on the roadmap, is labelled as such.
- Available
- Production-supported today and ready to configure in your workspace.
- Configuration required
- Supported, with setup steps completed alongside your practice during onboarding.
- Coming soon
- On the roadmap. Not available to connect yet.
CATALOGUE
Supported connections
Grouped by the role the system plays in a practice, not by vendor.
Accounting
Bring client accounting context alongside the practice work that surrounds it.
Microsoft productivity
Use the Microsoft 365 storage your practice already runs on.
- Microsoft 365Configuration requiredConnect a Microsoft account and choose an approved document destination.Learn how it connects
- SharePointConfiguration requiredUse a SharePoint site and document library as a practice storage destination.Learn how it connects
- OneDriveConfiguration requiredUse a OneDrive folder as the destination for client documents.Learn how it connects
Google Workspace
Contacts, Gmail, Calendar and Drive references — planned, not yet available.
- Google ContactsComing soonSync client contact details from Google Contacts into client records.Not available to connect yet
- GmailComing soonSearch and link client email so correspondence sits beside the work.Not available to connect yet
- Google CalendarComing soonReflect practice dates and commitments in Google Calendar.Not available to connect yet
- Google DriveComing soonConnect Google Drive and select a destination folder for document workflows.Read what is planned
Cloud storage
Send practice documents to an approved destination in cloud storage.
Practice Server
Keep files on your existing Windows server and still work in LEDGEIN.
WHY IT MATTERS
Adoption should not start with a migration
Most practices already have an accounting system, a Microsoft tenancy and years of files in a folder structure that works. LEDGEIN is designed to sit alongside them.
Keep your accounting system
LEDGEIN handles the operational layer around client work — it is not a replacement for your ledger.
Keep your storage
Documents can be stored in Microsoft 365 or on an approved folder on your own server.
Connections are scoped and revocable
Your practice chooses what a connection can reach, and can disconnect at any time.
No fake connections here
This website never authenticates against a provider. Connections are configured inside your LEDGEIN workspace.
SECURITY & CONTROL
Connected without giving up control
A connection is a scoped, revocable arrangement your practice makes deliberately — not open access to your systems.
Authorised connections
Provider connections use the provider's own authorisation flow where applicable. LEDGEIN never asks for your provider password.
Scoped to your practice
Integration accounts belong to your workspace, so a connection applies to your practice and nobody else's.
Chosen destinations only
Documents go to the storage destination your practice selects — not to anything else in the connected account.
Server-side authorisation
Access is checked on the server for every request, so permissions cannot be bypassed from the browser.
Disconnect at any time
A connection can be revoked by your practice, and access stops with it.
Encryption
Data is encrypted in transit and at rest across LEDGEIN.
LEDGEIN does not claim provider partnership, endorsement or certification. Provider names are used to describe supported connections only.
Connect LEDGEIN to the tools you already run.
Xero, Microsoft 365 and your document storage, kept in step with practice work.
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