01
Tenant-scoped access
Every binder is isolated to its firm and engagement. No cross-tenant reads, no shared object stores.
Security & control
Designed for review. Not for autopilot.
Ledgerly is built so a CPA firm can adopt it without rewriting its review process. Tenancy, Ledgerly Systems handling, evidence requirements, and approval authority are all designed around the reviewer's authority, not around it.
Controls
Six controls that make Ledgerly deployable inside a CPA firm.
02
Server-side Ledgerly Systems processing
Model calls happen on Ledgerly's servers — never from a CPA's browser. Keys, prompts, and source context never reach the client.
03
Synthetic public demos
Every example on this site, in onboarding, and in sales walkthroughs uses synthetic figures. No real client data is ever surfaced publicly.
04
Evidence pointers on every suggestion
Suggestions are inert without a traceable source. Reviewers can't approve a number whose origin Ledgerly can't show.
05
CPA-controlled approval
Nothing is finalized automatically. A reviewer must explicitly lock, override, or sign off before any item becomes part of the review-ready output.
06
Audit-ready run history
Each run is sealed with timestamps, actors, source references, and the deterministic checks that passed before approval.
A note on this site
Everything on this marketing site is synthetic.
No page on this site contains real client data, EINs, donor names, account numbers, or tax filings. The trial balance row, the file names, the QA checks, and the reviewer initials shown in mockups are illustrative only.
This is intentional. A public marketing surface is the wrong place for real engagement data — and a deliberate constraint for any production demo we run.
Inside the product, the same posture applies in reverse: client data stays inside the tenant boundary, never leaves the server for Ledgerly Systems processing, and is only ever written back to a return after a CPA approves it.
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.