Ledgerly Pro gives your self-employed clients an AI-powered bookkeeping tool — and gives you real-time read-only access to their books with one shareable link. No seat fees, no software for you to install, no chasing for receipts.
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 downloadable monthly review packs.
Books are already categorised, VAT-tagged, and exportable as PDF or CSV. No more chasing for receipts.
You can view everything but accidentally change nothing. Your client controls write access via their own login.
Year, month, click. A fully-formatted PDF lands in your downloads. Use it for VAT, Self-Assessment, or your own working papers.
Client leaves, you finish a job, or someone changes accountants — they rotate the link and your access is gone instantly.
Never wait for a client to email a CSV again. Their books update in real time as bank feeds and AI receipt scans flow in.
Receipts pre-categorised by AI. VAT split out. Mileage relief auto-calculated. You just review, sign and file.
Your clients use Ledgerly Pro all month — not the night before a deadline. You get cleaner data, fewer queries, fewer headaches.
No. Accountant access is included in your client's Premium plan (£18.99/mo). You never pay Ledgerly Pro a penny.
Each client generates a unique link. Bookmark them in a folder called 'Ledgerly Clients' and you're set. We'll build a unified dashboard once enough firms ask for it.
Yes — 190 bits of entropy (~24 random URL-safe characters). Your client can revoke or rotate it in one click. If they ever downgrade from Premium, your access is auto-disabled.
Business name + VAT number, totals (revenue paid, pending, expenses, net profit), the last 50 invoices and 50 expenses, and a downloadable monthly review pack as a PDF.
We log the last-used timestamp on the link, but downloads themselves are private to you. Your client knows you've accessed it but not what you exported.