Built for Speed.
Designed for Accountants.
Explore the features that turn raw client data into CRA-ready returns in minutes.
Bank Reconciliation
Stop wasting hours on manual data entry.
LedgerNext automatically ingests client bank statements and matches transactions using intelligent rules. You’ll save time, reduce errors, and free your team to focus on advisory work.
What you get
- Bulk import across multiple accounts
- Smart transaction matching that learns your workflow
- Rapid exception handling with intuitive tools
Tax Preparation
Move smoothly from reconciliation into filing.
Once transactions are matched, LedgerNext takes reconciled data and transforms it into formats ready for Canadian tax filing. That means standardized, compliance-focused outputs that help you cut review time and eliminate last-minute scrambling.
What you get
- Ready-to-file tax mapping
- Compliance-first data exports
- A streamlined year-end review process
Financial Reporting
Get insight instantly.
LedgerNext generates key financial reports as soon as data is reconciled. You can pull up profit and loss statements and balance sheets in one click, then drill down into details that matter for client conversations and planning.
What you get
- One-click financial statements
- Deep transaction drill-downs
- Clean, professional formats built for accountants
Manage All Your Clients in One Place
No more jumping between tools, spreadsheets, or folders.
LedgerNext gives you a single dashboard to manage all your clients, their accounts, and their financial data. Everything stays organized, accessible, and easy to track as your firm grows.
What you get
- Centralized view of all client accounts
- Quick access to reconciliations, reports, and tax data
- Clear status tracking across multiple clients
Ready to transform your firm’s workflow?
Join hundreds of Canadian accountants using these features to save hours on every client file.