Take control of your business finances with AI-powered tools for statements recognition, accounts reconciliation, and clients collaboration.
Get more done with less effort using smarter tools, streamlined workflows, and stress-free solutions designed to help your business thrive.
Effortless Client Communication
Use a secure client portal with predefined presets tailored to specific workflows, ensuring seamless document sharing and efficient communication for every type of work.
Automate Repetitive Tasks
Save time with AI-powered automation that handles data entry, reconciliation, and financial categorization with 90% accuracy.
Streamline Your Workflow
Assign tasks, manage deadlines, and collaborate effectively with tools that keep your team aligned and efficient.
Simplify Data Reconciliation
Ledgi’s statement recognition automatically matches transactions with records, reducing manual work and errors.
24/7 Client Support
Handle routine inquiries and provide instant answers with an intelligent chatbot, freeing up your team for complex tasks
Smarter Decisions
Access real-time analytics and customized reports to monitor performance, identify trends, and optimize your business strategy.
Optimize operations with AI tools and enhance client relationships with a dedicated portal.
Let AI handle repetitive bookkeeping tasks.
Reduce expenses with an all-in-one platform.
Automate statement recognition with error alerts for accurate reconciliation.
Scale without increasing your team size.
Onboard freelancers in peak seasons, scale down when demand drops.
Quickly adjust workflows and resources to meet shifting business demands.
AI Bookkeeping Solution automates data entry, reconciliation, and financial categorization, saving time and reducing errors.
A Client Portal powered by AI ensures seamless communication, secure document sharing, and effortless collaboration.
The AI Chatbot handles routine queries, provides instant answers, and frees up your team to focus on complex tasks.
Task Assignment and Tracking: Easily assign tasks, set priorities, and monitor progress on a centralized dashboard.
Automated Deadlines: Ensure timely project completion with reminders for tasks and milestones.
Custom Workflows: Adapt processes to fit your business needs for maximum efficiency.
Real-Time Collaboration: Share updates, assign responsibilities, and resolve issues with ease.
Integrated Scheduling: Sync calendars and manage appointments to keep your team and clients on track.
Insightful Reporting: Track team performance and identify bottlenecks with detailed analytics.
Automated Data Entry: AI imports and categorizes financial transactions, eliminating manual input.
Smart Reconciliation: Matches transactions to statements with up to 90% accuracy, ensuring precise records.
Payment Management: Automatically create, send, and track invoices, keeping your cash flow in check.
Real-Time Reporting: Generate financial reports instantly, tailored to your business needs.
Expense Tracking: Monitor and categorize expenses in real time to stay on top of spending.
AI Insights for Growth: Predict cash flow, analyze trends, and uncover opportunities to optimize your finances.
Easily turn paper statements into accurate, digital records in just three simple steps—no manual effort required
Upload a PDF of your financial statement—no need for manual data entry
Drop the pdf into the platform, and let AI handle the hezavy lifting
Watch as Ledgi converts your document into an organized, error-free digital record, ready for reconciliation
1. Client Portal
Provide your clients with a secure space to share documents, track progress, and stay updated, enhancing transparency and trust.
2. AI Chatbot
Answer routine client questions instantly with intelligent automation, freeing up your team for more complex tasks.
3. Seamless Integration
Combine the portal and chatbot to deliver 24/7 support, ensuring clients feel informed and valued at all times.
Meet the experts behind Ledgi—our dedicated team combines deep expertise and innovation to support your accounting and financial needs.
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