As part of your Active platform or as a stand-alone solution, Ledger & Reporting is the next-generation ledger software that allows you to connect your client’s data and build financial reports with incredible speed and ease.
Common ledger for any data file
Integrated workpapers
One-click financial reporting
Rearrange accounts preparation into overdrive
Tired of relying on outdated, clunky and costly legacy systems to perform your core practice work?
Imagine managing the entire process in ONE platform that integrates seamlessly with all types of client accounting files and updates everything on the fly.
With Ledger & Reporting, this is possible (and much more)…
Ledger & Reporting allows you to work how you want to work, either in the live client file to make changes in real-time or,
making controlled changes in the file and sync them back to the client. All it takes is a few clicks to generate financial reports beautifully branded to your firm.
Connect
Work with your client’s data file live and without limitations. Ledger & Reporting integrates with any client accounting software, so you use one system for all jobs.
Perform
Seamlessly integrate workpapers and templates. Ledger & Reporting gives you end-to-end accounts preparation in minutes.
Report
Generate all core statutory and management reports instantly with just a few clicks. Ledger & Reporting lets you customise the data you want easily.
Works hard so you don’t have to
Ledger & Reporting has a host of features that make it the secret weapon of smart firms Australia-wide.
Cloud Practice Ledger
Access anywhere, anytime through a secure web interface
Automated API
Never enter data twice again – Ledger & Reporting
integrates with any client accounting software
Balancing journals
Ledger & Reporting remembers what your chart of accounts
looks like so you can prepare journals with a click
Workpapers integration
Integrates seamlessly with our Active Workpapers
for complete workpaper preparation
Fully customised reporting
Generate polished, professional, branded financial
& management reports
Secure storage
Dedicated, private storage for your practice,
where you own your data
Handles any scenario
Efficient, flexible and powerful, Ledger & Reporting handles the simple to the complex with effortless ease. Unlimited layers, drag & drop reordering and auto allocation of client accounts to standard practice reporting chart.
Helping your firm stay smart
Customise workpapers and templates with the information you want. Ledger & Reporting seamlessly integrates to our workpapers, so you can simply rely on our compliant and automatically updated templates or tweak them to your needs. Either way, you can rest assured your custom worksheets are fully integrated into the index, status and reconciliation features of your workpapers.
Support for every tricky situation
We’ve designed Ledger & Reporting so it’s incredibly intuitive and easy to use. If you need help there’s a library of 40+ practical how-to docs to guide your way. Still stuck? Our friendly support team will personally help you out of any jam.
We love to work with others
Ledger & Reporting integrates seamlessly with MYOB AccountRight, MYOB Essentials, Xero, Intuit Quickbooks, Class and BGL SimpleFund 360.
