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Source files arrive
Trial balances, PDFs, requests, schedules, and notes enter one review path.
Tax Automation + Workflow Automation for CPA & nonprofit teams
Automate tax and document-heavy workflows with evidence built in.
Ledgerly helps CPA firms and nonprofit finance teams turn scattered files, spreadsheets, follow-ups, review notes, and reconciliations into secure, evidence-backed workflows your team can review and approve.
Ledgerly suggests. Ledgerly records. CPA approves.
Review-only
No finality without professional review.
Evidence linked
Every important output points back to support.
CPA approval
Professionals stay in control.
Saved after approval
Approved work can support next year.
Source inputs
Trial Balance.xlsx
Grant Agreement.pdf
PBC Request List.docx
Support Docs.pdf
Ledgerly Workflow Engine
Evidence + Review Controls
AI AssistedCPA Review Review-only
Review outputs
Mapped Tax Lines
Missing Documents
Review Questions
Evidence Links
Support Packet
Ready for Approval
Choose where Ledgerly helps first
Start with tax automation. Expand into workflow automation later.
Begin with the review-heavy workflow that slows the team down now, then reuse the same evidence-first model across adjacent work.
Start here
Tax Automation
A clearer Form 990 review path with evidence behind every number. Ledgerly maps trial balances, links source evidence, runs QA checks, and prepares review-ready support for CPA approval.
Expand later
Workflow Automation
A broader expansion path for document collection, PBC tracking, grants, onboarding, reconciliations, and other review-heavy workflows.
Select the workflow you want to solve first
Static synthetic examples only
Evidence-backed by design. Every selected workflow uses the same review trail model.
Review trail preview
A review trail your team can actually follow.
See how source files, evidence, suggestions, and approvals stay connected before anything is treated as final.
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Ledgerly organizes the work
Files become tasks, open items, source context, and clear status for review.
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Suggestions include evidence
Suggested targets carry reasons, confidence, evidence pointers, and QA status.
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CPA reviews and approves
The team can accept, override, leave unresolved, or approve when ready.
Live synthetic preview
Form 990
See how Ledgerly connects trial balances, prior-year returns, support files, and reviewer notes into one evidence-backed Form 990 review path.
Source inputs
Trial Balance.xlsx
current-year book detail
Prior Year 990.pdf
return reference
Support Docs.pdf
source evidence
Review Notes.docx
open questions
Ledgerly Workflow Engine
Evidence + Review Controls
AI assistedQA checksReview-only
Review outputs
Suggested Form 990 linemapped target
Evidence pointersource row + support
QA statusready or open
CPA approvalfinal review control
Saved after approvalsupports next year
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Source files
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Engine organizes
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Evidence linked
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CPA approval
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Saved after approval
Ledgerly suggests → Ledgerly records → CPA approves. Mapped targets, source evidence, QA status, and approval readiness stay together for CPA review.
Static previewSynthetic examples only
Trust by design
Advanced automation without black-box finality.
Ledgerly preserves evidence, enables human review, and keeps approval visible before anything is finalized. Your team stays in control every step of the way.
Source files stay connected
Every important result points back to the documents, spreadsheets, and support files that drove the work.
Missing items become review questions
When support is incomplete, Ledgerly surfaces the gap clearly instead of burying it in the workflow.
Outputs become support packets
Results are designed to travel with evidence links, open items, reviewer notes, and approval readiness.
CPA approves before finality
Ledgerly assists review-heavy work while professionals stay in control of final conclusions and approvals.
Audit trail
Workflows are designed around traceability, status, decision history, and review checkpoints.
Secure workflow controls
Review-only controls keep approval, evidence, and finality visible to the right team members.
Ready to modernize your workflow?
Book a workflow assessment and see how Ledgerly can help your team automate with evidence, maintain control, and stay review-ready.