Your clients' books, already cleaned up.
We don't pay commission. We don't upsell your clients. Your incorporated clients keep their books on Ledg, and you get a clean GIFI-mapped hand-off pack at year-end.
The shoebox problem.
Every 1-person corp client sends you a different spreadsheet. A ZIP of CSVs. A shared folder. Some mismatched vendor names, a couple of missing GST amounts. You spend January rebuilding the same thing, client after client.
You get an accountant seat. No QuickBooks Partner program.
Your client invites you by email. You sign in with the same Ledg account every time. One screen with every client's cap, last activity, and next deadline. A shared message thread per workspace so you can ask “Was this Stripe row a refund?” without going to email.
Invited by email
Read-only access to the client's ledger, trial balance, reports, and hand-off pack. Owner can revoke any time.
Clients dashboard
Every client on one screen. Cap usage, last activity, overdue or due-soon deadlines surface first.
Shared message thread
Append-only thread per workspace. Ask, get answered, in context. No email back-and-forth.
- No commission, no revenue share
- No separate Partner plan or seat economics
- Read-only by design. You can't edit your client's ledger.
- Activity log so the owner sees exactly what you opened
Vendors arrive named. Categories arrive proposed.
Ledg AI normalizes cryptic bank descriptors into readable vendor names and proposes a category from the client's chart of accounts. Your client reviews and confirms every Stage entry before it posts to the ledger. You see clean data, your client made every call.
- AI suggests, never posts on its own
- Client confirms every Stage entry before commit
- Suggestions remembered per vendor, so coding stays consistent
One format. Every client. Every year-end.
When a client hits “Export for my accountant,” you get the same four files. Same column names, same structure, same conventions.
General ledger
All committed entries, categorized, with GST and PST broken out per line.
Trial balance
Opening, debits, credits, closing. By account, by period.
GST and PST summary
Tax collected and paid, per rate, per province. Ready for a filing.
Bank reconciliation
Running balance, opening anchor, statement match trail. No surprises.
- Vendors normalized by Ledg AI, then confirmed by the client
- CSV format, opens cleanly in Excel
- GST and PST broken out per entry
- Filing profile at the top of the README: GST/HST registration, PST, payroll, dividends, Quick Method election
- Quick Method registrants flagged so you don't recompute regular-method math
- Opening balance anchor, documented
- Confirmed entries with running balance trail
- Stored on Canadian infrastructure
- Column layout your QuickBooks or Xero import accepts
Tell your incorporated clients.
No referral commission. No revenue share. You recommend Ledg because it saves you hours on every year-end, and your clients arrive with clean data instead of a shoebox.
You save time
Every client on Ledg sends the same structured pack. Same columns, same conventions.
Clients stay in control
They own their books. You keep your advisory relationship.
No lock-in
CSV export is always available. Clients can move data anytime.
A cleaner year-end starts with your next referral.
Send your incorporated clients to ledg.ca. They set up their books. You get a consistent handoff pack at year-end.