Ledgerwise · Accounting workflow hub
Ledgerwise brings client documents, follow-ups and review handoffs into one tailored hub. Start with a clear workflow, then scope the automation and integrations your firm needs.
Ready to begin? Pay the kickoff deposit, then book your planning call. Or try the workflow demo first.
Bank statement still needed
Documents received
Handoff checklist complete
Fictional clients. A workflow illustration, not customer results.
Bring requests and received files into a shared checklist.
See outstanding requests and prepare the next reminder.
Give your team a view of what is ready and what is still blocked.
See the work, before we discuss the build
Choose a sample client, check a document and see the review status change. Nothing here sends a message or stores client records.
Monthly close
Waiting on documents
Document checklist
Request the missing documents before review.
This demonstration shows a possible workflow. Your setup, permissions, integrations and acceptance criteria are agreed before implementation.
Built around your firm
Start with the work your team repeats: collecting documents, following up and preparing a client job for review. We map that process with you, then configure and hand over the hub.
Foundation implementation
$9,500 USD setup
50% at kickoff. 50% at go-live.
After the included support period, NovaPath hosting and support starts at $750 USD/month. You can also take over hosting at handoff.
QuickBooks or Xero integrations, additional workflows and AI summaries are scoped separately. Scope, schedule and billing start are agreed before activation.
Start Foundation setupChoose your next step
Begin with a kickoff payment, or book a meeting to work through your questions. Both paths start with your firm’s workflow.
Start your implementation
$4,750 USD today
Half of the $9,500 Foundation setup. The remaining $4,750 is due at go-live.
Includes team training and 90 days of support. Monthly support is a separate agreement; no subscription starts today. Integrations and extra workflows are scoped separately.
Talk it through first
Bring one workflow that gets stuck. We’ll discuss your current tools, the first useful scope and whether Ledgerwise fits.
Already paid? Book your kickoff planning call.
Ledgerwise is a workflow hub around your firm’s work. We start with your existing tools and discuss what needs to connect. Specific integrations are agreed and priced during scoping.
This offer is a tailored implementation, with a setup conversation and agreed scope. The sample above is available immediately; your firm’s production hub follows the agreed build and handover.
No. Use the fictional sample or describe your workflow in general terms. Please do not send client financial records or other sensitive client information through this inquiry form.
You can book a 15-minute kickoff planning call immediately after checkout. Use the same email for payment and booking so we can match them. We verify your payment with Stripe and agree the scope and schedule before implementation starts. Your production hub is built and tested with your team; paying does not grant instant software access.
NovaPath follows up to discuss your workflow, fit and likely scope. Sending an inquiry creates no purchase or subscription obligation.
Let’s make the next step useful
Tell us a little about your firm and the process you want to improve. We’ll follow up to discuss Ledgerwise and what a first setup could include.
Prefer a call? Book 15 minutesLedgerwise is a NovaPath LLC product.
No mailing list or obligation.
We’ll follow up by email to discuss your workflow and Ledgerwise setup. No payment or subscription has been created.
Book a 15-minute meeting ↗