Paperwork, gathered
for every client.
White-label receipt and statement management for accountants and bookkeepers. Your brand, your domain, one calm archive per client.
no card required · cancel any time
Twelve clients × four shoeboxes × three Dropboxes.
Every quarter you cobble together receipts from a dozen different inboxes, chase clients for the missing ones, and reconcile by hand. LedgerWell gives each client a quiet place to drop paperwork — and gives you the keys to all of them.
Three steps. The rest is automation.
Invite a client.
They get an email with a sign-in link, branded as you. Their account lives inside your workspace.
They send paperwork.
Email forwards, photo uploads, drag-and-drop. Their docs auto-classify. They never see your other clients.
You review.
One workspace. Every client. Filter by client, Group, or category. Export the year for tax season in one click.
Your name on the door.
Custom domain (clients.yourfirm.com), your logo, your accent color. Clients never see "LedgerWell" — they see your firm.
- Custom domain via CNAME
- Workspace logo + brand color
- Per-client data isolation
- Branded transactional emails
- Unlimited clients (or up to 20 on a starter plan)
One simple plan.
Up to 20 clients. Volume discounts for larger firms — get in touch.
- Everything in Plus
- Up to 20 clients per workspace
- White-label workspace + custom domain
- Per-client data isolation
- Priority support