01
Connect Xero, read-only
Complete OAuth for a client organisation. The chart of accounts, tracking categories and at least 24 months of monthly balances import, and the account and period counts are reported back.
Map a client's chart once,report every month
One mapped structure behind every statement, KPI, report pack and budget.
Sector-neutral by design
The problem
The month goes intomoving the data
Not into the advice. And the cost scales with every client the firm adds, because the work does.
12/year
the same chart of accounts,
mapped again
Every tool, every reporting cycle
Account by account, by hand
No memory of what was decided last month
Monthly reporting effort goes into moving data, not into advice.
The problem this product exists to remove
Remapping
The same chart of accounts is mapped again in every tool, every reporting cycle, by hand.
§ The problem
Stranded data
Headcount, tonnes, orders and hectares sit beside the ledger with no way to share a formula with it.
§ The problem
Excel consolidation
Consolidation and budgets run on spreadsheets: no audit trail, no version history, and no single current copy.
§ The problem
Capped growth
Data handling grows with the client list, so advisory work cannot grow without the admin growing with it.
§ The problem
Remapping
The same chart of accounts is mapped again in every tool, every reporting cycle, by hand.
§ The problem
Stranded data
Headcount, tonnes, orders and hectares sit beside the ledger with no way to share a formula with it.
§ The problem
Excel consolidation
Consolidation and budgets run on spreadsheets: no audit trail, no version history, and no single current copy.
§ The problem
Capped growth
Data handling grows with the client list, so advisory work cannot grow without the admin growing with it.
§ The problem
The solution
One structure behindevery output
Mapthechartofaccountsonce,andeverystatement,KPI,dashboard,reportpack,consolidationandbudgetderivesfromthatonestructure.
What you get
Three things the firmgets back, and two more
Every one of them follows from mapping the chart of accounts once.
The monthTime back for advice
The reporting structure is built once. The monthly cycle becomes review and commentary instead of rebuilding what you built last month.
The structureMeasures that actually count
Headcount, tonnes, orders and hectares are equal citizens beside financial figures in any KPI formula, on the same structure.
The drill pathEvery figure traces back
Drill from any figure to its heading and then to the accounts inside it, so a review question is answered in the report rather than in a workbook.
The guaranteeMapping you never redo
Every classification, heading, display name and sign reversal survives every sync, untouched. Only genuinely new accounts are surfaced, flagged for a decision.
The layoutsA house format, once
Name a statement layout, then copy it to the next client. The firm's format spreads without being rebuilt per engagement.
FEATURES
One structure, andeverything it drives
Live statements, guided mapping and a drill path from any figure to the accounts behind it
Integrations
It reads the ledgeryou already run
Read-only scopes, checked before a connection is stored.
XeroAt launchQuickBooksPlannedSagePlanned
Provider names are used to describe compatibility only. Ledgerline is not affiliated with, endorsed by or certified by any of these providers.
Trust
Handing over client ledgersis a big ask
So here is exactly what the software does, and what it cannot do, with a client's accounting data.
9
code paths that write to a client's ledger
Read-only scopes only, checked before a connection is stored.
8 guarantees, each enforced in code
Questions