Your clients send documents.
Ledgr handles everything else.
Ledgr automates the entire document collection process for accounting firms. Clients upload once. AI validates, organises, and chases — so your team never sends another chase-up email.
We review every application. Not every firm is the right fit.
Document chaos costs your firm more than you think
Every week, your team is doing work that shouldn't exist. Emailing clients. Following up. Searching inboxes for that one missing file. Realising on deadline day that three documents still haven't arrived.
Lost in inboxes
A client emails their bank statement to the wrong person. It sits unread. Your team doesn't know it arrived. The deadline passes.
Endless chasing
The same client gets emailed on Monday. No reply. Chased again Thursday. Your senior accountant is now a secretary.
Last-minute scrambles
One missing document holds up the entire filing. Everything stops. Your team works late. The client blames you.
Automated from upload to organised
Client gets a secure portal
They receive a link. They log in. They see exactly what they need to upload, in plain language. No training. No app download. Works on any device.
AI validates and organises automatically
As documents arrive, Ledgr checks what's been received, flags anything missing or incorrect, and organises everything into your Google Drive or OneDrive — named, sorted, ready.
Your team opens Drive and everything is there
No new system to learn. No exports. No manual filing. Your existing workflow, but the documents are already there waiting for you.
Ledgr does the chasing so you don't have to
Most document collection software just gives clients a place to upload. Ledgr goes further. Our AI monitors what's been received, identifies what's still outstanding, and automatically sends polite follow-up messages to clients on your behalf — at the right time, in your firm's name. When everything is in, your team is notified. No manual checking. No chasing.
Documents go where you already work
Google Drive
Every document lands in your Google Drive, organised in a folder per client. Nothing to export or move.
Microsoft OneDrive
Prefer OneDrive? Ledgr syncs there too. Same automatic organisation, same zero-effort workflow.
More integrations coming. Ledgr connects to the tools your firm already uses.
What your team would see
| Client | Received | Missing | Status | Next deadline |
|---|---|---|---|---|
| Sarah Mitchell | 4 | 1 | Awaiting 1 doc | In 12 days |
| Bright Spark Ltd | 6 | 0 | Complete | In 34 days |
| James Okafor | 2 | 3 | Action needed | In 4 days |
| Nguyen & Co | 0 | 5 | Not started | In 6 days |
Ledgr isn't for every firm.
Here's who we work with.
We work closely with each firm we onboard. That means we're selective — we want to understand your practice before offering access.
Firms that have more than a handful of clients actively sending documents
Practices where document chasing is a genuine time problem, not an occasional inconvenience
Teams already using Google Drive or Microsoft OneDrive
Firms ready to change how they collect documents, not just add another tool
If that sounds like your firm,
tell us about it.
We review every application personally. Not every firm is the right fit — and that's okay.