A complete look at how LedgerReady structures client preparation from first upload to immutable record.
One dashboard. Every client's preparation status, readiness, and next action — without opening a single engagement.
See how preparation status controls when work reaches your staff.
This engagement remains held until all requirements are satisfied.
Status changes only when requirements are met.
Each demo walks through a real scenario. Open one to watch it play out.
The system surfaces patterns, gaps, and anomalies automatically. No interpretation. No advisory language.
Pattern Detection
Duplicate payments, missing months, and vendor anomalies — surfaced with clear review priority.
Transaction Categorization
Vendor-to-category mapping. Rule-matched first. Accountant retains final judgment.
Structured Observations
Preparation flags with mandatory disclaimers. No interpretation. Just data points.
These observations support the workflow — they do not replace preparation controls, required confirmations, or professional judgment.
Pick a template or start blank to tailor exactly what you need.
The client receives an itemized checklist, fully organized and easy to digest.
Files are attributed, timestamped, matched, and normalized instantly.
Shows exactly who is prepared, stuck, or hasn't started yet.
Accounts are confirmed and critical documentation gaps cannot be bypassed.
Before you standardize anything, use it with a single client. No sandbox. No demo data. One real preparation cycle from start to finish.
Includes the full Pre-Accounting Record and completeness declaration — for your file.
Questions? hello@ledgerready.app