Live Client Dashboard — Q1 2026

Your books, finally
under control.

Chaotic spreadsheets and shoebox receipts become audited certainty — for founders staring down their first audit, restaurants juggling three locations, and estates that need forensic-grade financials.

LEDGER CLIENT PORTAL — v2.4.1
Overview
P&L
Expenses
Payroll
Tax
Reports
P&L Summary — Q1 2026+18.4%
$284,920net revenue
Tax Deadline
47
days until Apr 15
62% documents filed
Payroll
$142,400
Operations
$68,200
Software
$12,800
🔒SOC 2 Type II
📋IRS Enrolled Agents
500+ Clients Served
GAAP Certified
By the Numbers
Avg. Annual Tax Savings Per Client
$0vs. DIY avg

Clients who switched to Ledger saved an average of $47K in their first full fiscal year through deduction optimization and audit prevention.

Active Clients
0+
Across 14 states — startups, restaurants, legal firms
NYCATXFLWAILCOMAGAORNVAZPAOH
Compliance Rate
0%
Zero missed deadlines in 2025
0%
Client Industry Breakdown
5SECTORS
Tech Startups
34%
Restaurants
28%
Legal / Estate
18%
Retail
12%
Other
8%
Compliance Calendar2026
W-2 FilingFeb 28
S-Corp ReturnsMar 15
Federal TaxApr 15
State ReturnsApr 15
Q2 EstimatedJun 15
Q3 EstimatedSep 15
UrgentUpcomingDone
Avg. Turnaround
0
days to first clean report
From shoebox to audited financials. Industry average: 6–8 weeks.
4.2× fasterthan industry avg
"
Ledger found $23,000 in deductions my previous accountant had missed for three consecutive years. The dashboard alone is worth the retainer.
MR
Marcus Rivera
Founder, Apex Stack Labs — Series A, $4.2M raised
"
Three restaurants, two states, one payroll nightmare. Ledger untangled it in two weeks.
JC
Jamie Chen
Owner, Saffron Group — Chicago & Detroit
"
Probate court accepted our forensic-grade financials without a single question. First time in 11 years.
PH
Patricia Holt
Estate Attorney — Holt & Associates, Boston
Who We Serve

Built for the complicated ones.

Three very different businesses. One firm that understands the specific pressure each one faces.

Startup founders reviewing financial documents at a modern office desk with laptops
Pre-Audit Preparation
🚀 Startup-Ready

First audit coming up? We've been here before.

Series A due diligence, R&D tax credits, equity compensation accounting, and cap table reconciliation — we speak founder. No surprised faces when the auditors arrive.

11 days
Avg audit prep time
$34K avg
R&D credits identified
94%
Clients funded post-audit
Restaurant owner reviewing financial reports on a tablet in a modern kitchen setting
Multi-Location Payroll
🍽️ Hospitality Specialist

Three locations shouldn't mean three headaches.

Consolidated payroll across locations, tip compliance, FICA tax reconciliation, and food cost variance analysis. We turn your POS data into P&L clarity.

Up to 12
Locations managed
99.8%
Payroll accuracy
$2,400
Avg monthly savings
Attorney reviewing legal financial documents in a professional law office setting
Forensic-Grade Financials
⚖️ Court-Ready

Probate court needs certainty. We deliver it.

Forensic accounting, estate valuation, beneficiary accounting, and court-ready financial statements that withstand scrutiny. Every column, every footnote, every decimal.

100%
Court acceptance rate
$2.8M
Avg estate complexity
8 days
Turnaround for court
Case Study

Saffron Group: 3 restaurants, 4 years of chaos, 14 days to clarity.

1
Day 1
Intake & Discovery
We receive 4 years of bank statements, POS exports, and a Dropbox of receipts.
2
Day 3
Categorization
AI-assisted + CPA review categorizes 12,000+ transactions into GAAP-compliant buckets.
3
Day 7
Reconciliation
Every account reconciled. Discrepancies flagged, explained, and corrected.
4
Day 11
Draft Financials
P&L, Balance Sheet, Cash Flow Statement delivered for client review.
5
Day 14
Audit-Ready
Final signed financials delivered with supporting workpapers. The exhale.
Live Demo

Try the expense categorizer.

Drag sample transactions into their correct categories. This is exactly what Ledger does — automatically — for thousands of transactions per month.

Progress
0/6
Uncategorized Transactions — Drag to categorize
☁️
AWS — Cloud Services
Feb 12
$2,847.00
🥗
Whole Foods Market
Feb 13
$1,204.50
👥
Gusto Payroll
Feb 14
$18,400.00
📦
Office Depot
Feb 15
$342.80
✈️
Delta Airlines
Feb 16
$1,890.00
📡
Comcast Business
Feb 17
$289.99
Categories — Drop here
👥Payroll & Benefits
⚙️Operations
📦Cost of Goods
✈️Travel & Entertainment
In the real app:
Ledger's AI categorizes 94% of transactions automatically, with your CPA reviewing edge cases. You never touch a spreadsheet again.
Get Started
CLIENT PORTAL — v2.4.1

Download the Client Portal.

Real-time P&L, tax deadline tracking, categorized expenses, and direct messaging with your CPA. The dashboard your books deserve.

Net Revenue — Feb 2026+12.3%
$94,820
Payroll
Ops
Tax
Free Consultation

Let's look at your books.

30 minutes. No pitch. Just an honest look at where your financials stand.

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2
3
4.9
App Store · 847 reviews
🔒SOC 2 Type II Certified
🔐256-bit Encryption
📋IRS Enrolled Agents
🏛️AICPA Member Firm
100% Uptime SLA