LedgiAI
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Your Financial Command Center

Access your complete financial dashboard, compliance tracking, and CA communication hub. New to LedgiAI? Explore what awaits you inside.

What You'll Get Access To

Experience the comprehensive dashboard that puts you in complete control of your finances

Real-Time Financial Dashboard

Monitor your business performance with live updates, interactive charts, and key metrics that matter most to your growth.

  • Live P&L statements updated daily
  • Cash flow forecasting and trends
  • Expense categorization and insights
Financial dashboard preview
Live Updates

Compliance Tracking

Never miss a deadline with automated compliance monitoring and smart reminders.

GST Returns: Filed
TDS Return: Due in 5 days
Annual Filing: Scheduled

Document Hub

Secure upload, storage, and instant access to all your financial documents.

Bank statements
Invoice management
Tax certificates

Direct CA Access

Instant messaging with your dedicated CA team for queries and strategic guidance.

Rajesh Kumar CA - Online
Priya Sharma CS - Away
Response time: < 2 hours

Seamless Integrations

Connect with your existing business tools for automated data flow

Banking integration Banking APIs
E-commerce integration E-commerce
Payment gateway Payment Gateways
CRM integration CRM Systems

Your Journey to Financial Clarity

From setup to ongoing support, here's what to expect

1

Initial Setup

Document collection and system configuration

2-3 days
2

Data Migration

Historical data import and verification

3-5 days
3

Portal Access

Dashboard setup and training session

1 day
4

Ongoing Support

Regular updates and CA consultations

Continuous

Required Documents for Setup

PAN & GST certificates
Bank statements (6 months)
Previous financial records
Business registration docs
Existing software access
Contact information

Bank-Level Security Standards

Your financial data is protected with enterprise-grade security measures

256-bit SSL

End-to-end encryption for all data transmission

Auto Backup

Daily automated backups with 99.9% uptime guarantee

Access Control

Role-based permissions and two-factor authentication

Compliance

SOC 2 certified with GDPR compliance standards

What Clients Say About Our Portal

Real feedback from businesses using LedgiAI's client portal

Rajesh Kumar

Rajesh Kumar

CEO, TechStart Solutions

★★★★★

"The portal is incredibly intuitive. I can access all my financial reports, track compliance status, and communicate with my CA team from anywhere. The mobile app is a game-changer for busy entrepreneurs like me."

✓ Mobile Access ✓ Real-time Updates ✓ Easy Communication
Priya Sharma

Priya Sharma

Founder, EcoFriendly Products

★★★★★

"The document management system is fantastic. No more searching through emails for invoices or certificates. Everything is organized, secure, and accessible 24/7. The compliance tracking has saved us from several potential penalties."

✓ Document Security ✓ Compliance Alerts ✓ 24/7 Access

Take Your Finances On-the-Go

Download the LedgiAI mobile app for instant access to your financial dashboard, document uploads, and CA communication from anywhere.

Real-time notifications for compliance deadlines
Quick document capture and upload
Instant messaging with CA team
Download on the
App Store
Get it on
Google Play
Mobile app preview

Ready to Experience the Future of Accounting?

Join hundreds of businesses already using LedgiAI's comprehensive portal

Start Your Free Trial

No credit card required • 14-day free trial • Setup in 24 hours