Ledgerify Documentation
Comprehensive guide to using Ledgerify's entrepreneur platform for accounting professionals
Platform Overview
Ledgerify is an entrepreneur platform designed for accountants, bookkeepers, and tax professionals
Core Features
- Client Management: Organize and manage client relationships efficiently
- Smart Invoicing: Create, send, and track invoices to expedite payments
- Document Management: Secure storage and sharing of client documents
- Calendar & Scheduling: Manage appointments and deadlines
- Task Tracker: Organize and track tasks for your practice
- Seamless Integrations: Connect with your existing tools
Advanced Features
- Talent Marketplace: Access pre-vetted offshore accounting professionals
- Matching Engine: Find the perfect talent for your specific needs
- Embedded AI: Leverage AI tools to enhance productivity and insights
- Onboarding Kits: Streamline client and talent onboarding
- Cost Calculator: Estimate project costs for better planning
- Marketing Tools: Grow your practice with built-in marketing solutions
System Architecture
Frontend
- Next.js App Router
- React Server Components
- Tailwind CSS
- shadcn/ui Components
Backend
- Next.js API Routes
- Server Actions
- Authentication System
- Data Processing Services
Integrations
- Calendar APIs (Google, Outlook)
- Accounting Software
- Payment Processors
- AI Services