Client Ledger

Medium

Accounting · Accountant, firm staff, clients

Client portfolio and period work for accounting firms.

Built in this build

Client files and contacts
Period work list (monthly close)
Client status portal
Staff work allocation
Period templates
Settings
Missing-work summary at period end
Work list generation at period open
Workload summary by staff

Vision (needs external services)

Email
CSV export

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Client files and contacts
Period work list (monthly close)
Client status portal

Admin modules

Staff work allocation
Period templates
Settings

AI capabilities

Missing-work summary at period end
Client status email draft

Automations

Work list generation at period open

Analytics & reports

Workload summary by staff

Integrations

Email
CSV export

Mobile

Client mobile status

Roles & permissions

Accountant
Staff
Client

Accounting →

Fee Folio

Firm fees: monthly billing and collections tracking.

SGK Desk

Track SGK hire/exit filings and deadlines to dodge administrative fines.

Doc Drawer

Financial document archive: POAs, signatory circulars, contracts, expiry alerts.

Receipt River

Receipt/invoice collection: clients snap, AI extracts the data.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.