Step 1 of 3

Welcome to Ledgr

Let's set up your workspace and assign your role.

You're now part of a workspace where your team can collaborate on financial processes. AI agents will help you classify transactions, manage tax compliance, and streamline accounting workflows.

Step 2 of 3

Select Your Role

Choose the role that best fits your responsibilities in the organization.

Step 3 of 3

You're All Set!

Let's get you started with document uploads.

✓ Your role has been saved successfully

Your Role

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Next Steps

  • Upload financial documents (invoices, receipts, bank statements)
  • AI agents will automatically classify and process your data
  • Review results in your personalized dashboard
  • Submit for approval by our licensed chartered accountants