Ledgerly — Form 990 review workflow for CPA firmsBook a Demo
The Ledgerly way

From source files to a review-ready Form 990.

Ledgerly is built around one idea: every number on a Form 990 should be reviewable back to its source. Below is a high-level look at the experience — enough to show what your team gets, with the CPA in control at every gate.

Walk through it with us
The Ledgerly way

A clearer review path — from source files to a Form 990 your team can defend.

A high-level preview of the buyer experience. The CPA stays in control at every gate.

  1. 01Step

    Gather the source trail

    Bring the binder, trial balance, prior-year return, and source documents into 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
    • PDF
      Bylaws_Restated.pdf
      612 KB
      Needs review
    • PDF
      GrantSchedule_A.pdf
      388 KB
      Queued
  2. 02Step

    Review evidence-backed suggestions

    Ledgerly helps organize candidate Form 990 mappings with confidence, evidence, and quality checks — so reviewers see the why behind every number.

    Mapping Workbench · TY 2024
    Ready for Review
    Account 1002-00Selected
    Cash — Operating
    Current
    $12,345.67
    Prior
    $10,000.00
    Suggested targetConfidence · High
    Part X · Line 1 · Cash
    Rule: cash-equivalents · Match TB §1000
    Evidence · TB row 42

    Traced to client trial balance, cash equivalents section.

  3. 03Step

    Approve only what is ready

    The CPA reviews, overrides, locks, or leaves items unresolved. Nothing becomes final until a licensed reviewer signs off.

    CPA Review Controls
    Mapping cluster · Part X
    Awaiting sign-off
    • JDPreparer
      Locked
    • MLReviewer
      Approved
    • RAPartner
      Awaiting

Ledgerly suggests · Ledgerly records · The CPA reviews and approves

All visuals are synthetic. No real client data, EINs, donor names, or tax documents are displayed. Final tax determinations are made by a licensed CPA.

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