For accountants
Every client's books, one sign-in.The firm workspace is free.
For fractional CFOs and accounting firms. LedgerIt keeps each client's books current as money moves. You review, advise and sign off across the portfolio, without opening every company to find out what is blocked.
Built for whoever keeps twenty companies' books.
One workspace for every client
Your clients side by side: cash, what waits for review and how many months are open, each read from that client's own ledger.
The most blocked client first
Each client's month is a readiness bar with what waits on a person, sorted so the client that needs you most is at the top. It updates every hour and after every close action.
Your clients keep their books
A client gives your firm access at the role it chooses, and can take it back. If a client changes firms, its books and their history stay with the company.
The firm program
Free for your firm. 20% off for your clients.
The workspace costs nothing and has no seats, so the whole team can work in it. A client that signs up through your firm's link, or that you set up from your workspace, gets its plan at 20% off.
| Plan | List price | For your clients |
|---|---|---|
| Starter | Free | Free |
| Founder | $49/month | $39.20/month |
| Growth | $149/month | $119.20/month |
| Scale | From $399/month | From $319.20/month |
Your firm's link
Bring clients with your link.
Your firm gets a link like ledgerit.ai/r/chen-accounting. A company that creates its account through it is your firm's referral, and so is every client you set up from your workspace.
How it works
Start a firm
Create an account and start your firm's workspace. It is free, and has no seats.
Bring your clients
Send a client your firm's connect code, or set its books up yourself and hand them over.
Join the program
Write to us to join the firm program, and we send your firm's link.
Questions from accountants
Yes. The workspace and every person on your team cost nothing. Each client has its own plan.
Start your firm's workspace.
It is free, and your first client can be set up today.