Capability rows describe LEDGEIN V2 modules; capacity limits differ by plan. Anything marked "Coming soon" or "Planned" is not available today and should not be relied on. Capabilities are grouped the way a practice actually works, rather than listed as a spreadsheet.
Core practice
Core practice availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Clients
Included
Included
Included
Included
Services
Included
Included
Included
Included
Tasks
Included
Included
Included
Included
Workflows
Included
Included
Included
Included
Approvals
Included
Included
Included
Included
Client 360
Included
Included
Included
Included
CRM & proposals
Included
Included
Included
Included
Invoice visibility
Included
Included
Included
Included
Clients
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Services
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Tasks
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Workflows
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Approvals
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Client 360
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
CRM & proposals
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Invoice visibility
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Compliance
Compliance availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Compliance Calendar
Included
Included
Included
Included
Obligations
Included
Included
Included
Included
Important Dates
Included
Included
Included
Included
Regulatory Intelligence
Included
Included
Included
Included
Regulatory Action Centre
Included
Included
Included
Included
Compliance Calendar
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Obligations
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Important Dates
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Regulatory Intelligence
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Regulatory Action Centre
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Documents
Documents availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Document Requests
Included
Included
Included
Included
Document Inbox
Included
Included
Included
Included
Files
Included
Included
Included
Included
Storage Connections
1 connector
2 connectors
5 connectors
Custom
Document Requests
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Document Inbox
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Files
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Storage Connections
Starter
1 connector
Professional
2 connectors
Business
5 connectors
Enterprise
Custom
Client experience
Client experience availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Client Portal
Included
Included
Included
Included
Messages
Included
Included
Included
Included
Notifications
Included
Included
Included
Included
Client Portal
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Messages
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Notifications
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Integrations
Integrations availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Xero
Available
Available
Available
Available
Microsoft 365
Available
Available
Available
Available
SharePoint / OneDrive
Available
Available
Available
Available
Google Workspace
Coming soon
Coming soon
Coming soon
Coming soon
Practice Server
Configuration required
Configuration required
Configuration required
Configuration required
Connectors included
1
2
5
Custom
Xero
Starter
Available
Professional
Available
Business
Available
Enterprise
Available
Microsoft 365
Starter
Available
Professional
Available
Business
Available
Enterprise
Available
SharePoint / OneDrive
Starter
Available
Professional
Available
Business
Available
Enterprise
Available
Google Workspace
Starter
Coming soon
Professional
Coming soon
Business
Coming soon
Enterprise
Coming soon
Practice Server
Starter
Configuration required
Professional
Configuration required
Business
Configuration required
Enterprise
Configuration required
Connectors included
Starter
1
Professional
2
Business
5
Enterprise
Custom
Automation & intelligence
Automation & intelligence availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Automation Engine
Included
Included
Included
Included
Automation templates
Included
Included
Included
Included
Practice Health
Included
Included
Included
Included
Client Health
Included
Included
Included
Included
Morning Brief
Included
Included
Included
Included
Ask LEDGEIN
Included
Included
Included
Included
Automation Engine
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Automation templates
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Practice Health
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Client Health
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Morning Brief
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Ask LEDGEIN
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Reporting & insights
Reporting & insights availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Practice Dashboard
Included
Included
Included
Included
Operational reports
Included
Included
Included
Included
Workload
Included
Included
Included
Included
CSV / XLSX export
Included
Included
Included
Included
Scheduled reports
Included
Included
Included
Included
Native Payroll
Planned
Planned
Planned
Planned
Practice Dashboard
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Operational reports
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Workload
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
CSV / XLSX export
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Scheduled reports
Starter
Included
Professional
Included
Business
Included
Enterprise
Included
Native Payroll
Starter
Planned
Professional
Planned
Business
Planned
Enterprise
Planned
Capacity
Capacity availability by LEDGEIN plan
Capability
Starter
Professional
Business
Enterprise
Staff
2
5
12
Custom
Clients
100
500
2,000
Custom
Connectors
1
2
5
Custom
Country packs
1
3
10
Custom
Staff
Starter
2
Professional
5
Business
12
Enterprise
Custom
Clients
Starter
100
Professional
500
Business
2,000
Enterprise
Custom
Connectors
Starter
1
Professional
2
Business
5
Enterprise
Custom
Country packs
Starter
1
Professional
3
Business
10
Enterprise
Custom
Capacity limits above match the LEDGEIN V1 plan catalogue. Feature availability follows the entitlements enforced inside the application; where a capability is marked “Coming soon” or “Configuration required” that reflects current product status rather than a plan restriction.