Ledgerly Pro gives accountants read-only access, date-range export packs and simple client request tools — so you spend less time chasing documents and more time reviewing clean, accountant-ready records. No seat fees, no software to install.
Available for clients on Premium. Clients stay in control — accountants can view records and export reports only when permission is granted.
Already received a link from a client? Open it here.
Got multiple clients? Open your client dashboard →
They get a 30-day free trial, then pick a plan that suits their business. You don't pay a penny.
From their Settings, they generate a private read-only link and email it to you. Takes 10 seconds.
Bookmark it. No app, no login, no extra seat. You see invoices, expenses, totals and your client tools.
Records are categorised and VAT-tagged. Request missing receipts, leave notes, and export the period you need.
View records only for clients who invite you — without changing them. You can see everything and accidentally edit nothing; the client stays in control of write access.
Export invoices, expenses and customer/supplier lists as CSV, plus a tax-ready PDF review pack — for the exact period you need. Available only when the client grants export permission.
Request a receipt or note directly from the record that needs attention. The client replies and uploads inside Ledgerly Pro — fewer client-chasing emails.
Clients can mark a month or period as ready for review, so you know exactly when the books are ready to work on.
Leave review notes against any record — “check this receipt”, “possible personal expense” — without editing the client's financial data.
See at a glance which clients are ready, waiting, missing receipts or need review — all your client links in one place.
Owners can see when reports were exported and by whom — GDPR-conscious, permission-based auditability that builds trust.
Owners rotate or revoke the link and toggle export permission at any time — changes take effect immediately.
No. Accountant access is included in your client's Premium plan (£18.99/mo). You never pay Ledgerly Pro a penny.
Yes. Add each client's link to your multi-client dashboard to see who's ready, who's waiting and who has missing receipts — all on one screen.
Only if the business owner enables export permission for your link (it's off by default). You can then export invoices, expenses and customer/supplier lists as CSV, plus a tax-ready PDF review pack, for any date range. Every export is logged and the owner is notified.
No. Accountant access is strictly read-only. You can request information and leave review notes, but you can't edit or delete records, create invoices, change billing or settings, or submit anything to HMRC.
Yes — each link uses ~190 bits of entropy and the owner can revoke or rotate it, and toggle export permission, in one click with immediate effect. Owners see an export and access history for full auditability.