For accounting firms
Your firm’s policies, cited on demand.
ledgr reads your handbooks, SOPs, and prior memos. When your team asks a question, it answers — with the exact source attached.
Live demo
Ask it anything.
We’ve seeded this with a sample firm handbook. Try “What’s the firm policy on retention of client workpapers?” or “Can we provide bookkeeping services to an audit client?” Every answer footnotes the source — hover the gold pill to see it.
Why ledgr
Built for compliance, not for novelty.
Provenance, not probability.
Every claim ledgr makes is footnoted to the source paragraph in your knowledge base. If a partner wants to verify, it’s one click.
Compliance-grade fallbacks.
When the answer isn’t in scope, ledgr doesn’t guess. It tells the asker to escalate to a partner. No invented citations, no fabricated regs.
Your data, your tenant.
Documents stay in your own private database. White-labeled to your firm. Built on SOC 2-aligned infrastructure (Supabase, Vercel, Anthropic).
How it works
From handbook to answer in an afternoon.
Upload your policies.
Drop handbooks, SOPs, prior memos, and engagement letters into the secure admin panel. Markdown, text, and PDF supported out of the box.
ledgr indexes everything.
Your documents are chunked, embedded, and stored in your own pgvector database. No third-party training data, no shared models seeing your content.
Your team gets cited answers.
Anyone at the firm can ask. Every response footnotes the exact source paragraph so partners can verify. No more “where did we land on this last year?”
Who it’s for
For the managing partner who’s tired of being the firm’s search engine.
ledgr fits firms where the same policy questions surface every week, where partner time is the bottleneck, and where every answer needs to be traceable.
- •50+ person firms with thick policy manuals.
- •Multi-office firms where consistency across teams is hard.
- •Firms preparing for peer review, PCAOB inspection, or an M&A diligence.
Pricing
Tailored to your firm’s size.
Starter
Solo or small firm
Up to 100 documents, single tenant, email support. Ideal for firms validating the workflow.
Talk to us →Professional
Mid-size firm
Unlimited documents, multi-user, audit log, priority support. Includes onboarding and a sample-question library tailored to your practice areas.
Talk to us →Firm
Multi-office / enterprise
Custom branding, SSO, role-based access, dedicated infrastructure, and SLA. For firms with compliance teams that need control.
Talk to us →Ready to see ledgr on your own documents?
Send us a sample handbook and we’ll have a working demo — on your firm’s policies — in 48 hours.
Book a 15-min walkthrough