LedgerlyBook a Demo
For CPA firms preparing Form 990

A clearer Form 990 review path — with evidence behind every number.

Ledgerly helps CPA firms turn trial balances, PDFs, prior-year returns, schedules, and review notes into mapped, QA-checked Form 990 work ready for CPA review and approval.

Book a Demo See the Ledgerly Way

30-minute walkthrough. No prep required. Synthetic demo data only.

AI suggests · Ledgerly records · CPA approves
Ledgerly Review Path · TY 2024Review Ready

Source Inputs

  • Book balances
    financial data
  • Organization information
    entity details
  • Prior-year Form 990
    reference
  • Review notes
    engagement memo

Ledgerly

Engine
  • Organizes source trail
  • Suggests Form 990 targets
  • Links evidence
  • Runs QA checks

Form 990 Review Package

  • Suggested Form 990 lines
  • Evidence linked
  • QA checked
  • Awaiting CPA approval
Review-only
Evidence linked
No writeback
CPA approval required

Review-only workspace. Nothing is final until a CPA locks and approves.

The problem

The problem is not the form. It's the trail behind every number.

CPA teams do not just need mapped outputs. They need a review trail they can follow, question, and approve with confidence.

Synthetic before-and-after comparison showing scattered Form 990 source work becoming an organized review trail.
Before Ledgerly, reviewers chase support. After Ledgerly, the evidence trail stays attached to the number.
The Ledgerly way

Three steps to a clearer Form 990 review path.

Ledgerly organizes the source work, suggests mappings with evidence, and keeps approval with your CPA team.

  1. 01 / Intake

    Bring every source into one review path.

    Book balances, organization information, prior-year returns, PDFs, schedules, and review notes come into one organized workspace. The CPA can see what is received, what needs review, and what is ready before mapping begins.

    What the CPA sees
    • Source files in one place
    • Ready / needs review status
    • Clear review scope
    Source files organizedReady status visibleOne review path
    Organized intake
    Source binder · Synthetic demo
    One review path
    Intake Vault
    Synthetic binder · Demo engagement
    Review scoped
    • XLSX
      TrialBalance_FY24.xlsx
      248 KB
      Parsed
    • PDF
      PriorYear_990.pdf
      1.4 MB
      Parsed
    • ZIP
      Supporting_PDFs.zip
      612 KB
      Needs review
    • MSG
      ReviewNotes_Q1.msg
      88 KB
      Queued
    Trial Balance file
    Parsed
    Prior-Year 990
    Complete
    Review notes
    Needs review
  2. 02 / Auto-Map

    See why Ledgerly suggested the line.

    Ledgerly suggests Form 990 targets with confidence, reasons, source evidence, and QA checks. Reviewers can see the why before they accept, override, or leave the item unresolved.

    What the CPA sees
    • Suggested Form 990 line
    • Confidence and reason
    • Evidence pointer
    • QA status
    Suggested targetEvidence linkedQA checked
    Auto-Map workbench
    CPA review mode · Synthetic demo
    QA checkedEvidence linked
    Trial balance row · selected
    4100-00 · Program service revenue
    Amount
    $312,450
    Suggested Form 990 line
    Part VIII · Line 2g
    High confidence
    Reason: prior-year mapping, account label, and grouping evidence all align.
    Evidence · TB row 42

    Traced to client trial balance, cash equivalents section.

    CPA actions
  3. 03 / CPA Review

    Keep final control with your CPA team.

    The CPA reviews, overrides, locks, or leaves mappings unresolved. Nothing becomes final until review and sign-off are recorded.

    What the CPA controls
    • Accept or override
    • Lock approved mappings
    • Leave unresolved items open
    • Approve only when ready
    Human in the loopCPA-controlled approvalReview-ready trail
    CPA review controls
    Review-only workflow
    Prior-year evidence onNo writeback
    CPA Review Controls
    Mapping cluster · Part X
    Awaiting sign-off
    • AKPreparer
      Locked
    • JMReviewer
      Approved
    • SRPartner
      Awaiting
    Source organized
    128
    Evidence linked
    128
    QA checks passed
    48
    Reviewer sign-off
    Pending
    • Every suggestion has an evidence pointer
    • Deterministic checks passed before sign-off
    • Nothing is final until CPA approval is recorded
    Ready for CPA sign-off
    Cluster is complete and meets review standards.

AI suggests · Ledgerly records · CPA approves

Proof & control

Built for review, not for replacing reviewers.

Ledgerly guides the workflow. The CPA stays in control.

AI suggests · Evidence shown · CPA approves

One review path

Source files, notes, and review steps stay organized in one buyer-friendly workflow.

Evidence behind every suggestion

Mappings show their rationale and source trail before a reviewer makes the call.

Quality checks before review

Routine checks surface gaps early so CPA attention goes to judgment, not cleanup.

CPA-controlled approval

Nothing becomes final until the reviewer locks or approves the work.

Review friction value

What could review friction be costing your Form 990 team?

Use this as a discussion model, not a guaranteed savings claim. In a demo, we replace the example inputs with your firm's assumptions.

Annual workflows × friction hours × loaded hourly rate
Potential annual review capacity to validate
$15,000

100 workflows × 2 hours × $75/hr = $15,000 potential annual review capacity to validate.

Illustrative model

Pressure-test this against your firm's reality.

In a 30-minute demo, we walk through the Ledgerly review path using your own workflow assumptions — not a prebuilt pitch deck.

  • Map your own trial balance sample
  • Trace evidence behind each number
  • See where CPA approval stays in control
Validate this in a demo

Illustrative only. Actual impact depends on your workflow, reviewer process, and pilot results. No inputs are saved or sent anywhere.

Workpaper-ready handoff

Fits your existing review workflow.

Ledgerly creates a reviewer-ready handoff with mapped Form 990 targets, source evidence, QA status, and reviewer notes — so your team can use the work inside its normal tax software, workpaper binder, or engagement process.

  • Mapped Form 990 targets
  • Evidence trail for each number
  • QA and reviewer status
  • Reviewer notes included

No direct third-party write-back is implied. The CPA reviews and approves the final work.

Coverage roadmap

Focused on Form 990 now. Designed to expand carefully.

Core focus

Form 990

Review-first mapping, evidence, QA, and CPA approval for complex exempt-organization returns.

Planned 990-family expansion

990-EZ / 990-N

A lighter 990-family workflow built on the same organized trail and reviewer control.

Future adjacent workflow

Form 5500

An adjacent future workflow under evaluation once the core review path is established.

Give your Form 990 team a clearer review path.

See how Ledgerly turns scattered Form 990 source work into a review-ready trail your team can defend. 30-minute walkthrough, no prep required.

Book a Demo See the Ledgerly Way