Everything you need to keep books for a client from 1 March to 28 February — and then file the IRP6, compute the ITR14, sign off the AFS, and hand it to CIPC. All SA-specific, SARS-compliant, IFRS for SMEs ready.
No credit card required · full Accountant-tier access during trial
Bank CSVs auto-categorise against prior entries. VAT rolls up from journal TaxCodes. Customer invoices, supplier bills, recurring journals — every source document autoposts to the GL.
Adjusting journals with a Presented / Finalised toggle. ITR14 working paper pre-populated. Annual Financial Statements generated as a branded PDF. Deferred tax + working papers + review queries built in.
Cross-client dashboard ranks urgency — VAT due this week, bank backlog, overdue invoices. Per-client access for junior bookkeepers. One subscription, no per-client seat fees.
Double-entry ledger with every SA compliance surface the bookkeeper needs.
SA-standard chart seeded per client — current + long-term categorisation, parent-child hierarchy, SA crypto accounts built in.
Manual + auto-generated from every source doc. Draft → posted workflow, void with balance reversal, full audit trail.
Templates for rent, subscriptions, loan interest. Weekly / monthly / quarterly / annually. Bulk 'run all due'.
Auto-detects FNB / Standard Bank / ABSA / Capitec / Nedbank formats. Suggests contra accounts from prior entries. Duplicate detection.
Line-item invoices with VAT, AR aging, receive-payment flow. Credit notes. Five aging buckets.
Capture supplier invoices, track AP, record payments. Debit notes. Five aging buckets.
Monthly / bi-monthly VAT periods with Box 1-17 auto-computation from TaxCodes. Source-line drill-down. Submit + lock.
IRP6-01 / IRP6-02 / IRP6-03 with auto-suggested estimates, gross tax calc, prior-period credit, SARS ref.
Straight-line or reducing balance. Monthly journal auto-post. Disposal flow with gain/loss.
Per-account monthly budgets. Variance report vs actuals. Copy prior-year as baseline.
Pin PDFs/images to JEs, invoices, bills, fixed assets. Client-scoped storage. SARS audit evidence, one click away.
Cross-client urgency board. VAT due this week, unreconciled counts, overdue receivables — one screen.
The features that make Ledgerly more than bookkeeping software.
IFRS for SMEs compliant AFS generated as a branded PDF. Statement of Comprehensive Income, Financial Position, Changes in Equity, Cash Flows — all with prior-year comparatives. Fixed-asset reconciliation note auto-built. Directors' report, accounting policies, approval page. Hand it to the bank, CIPC, or SARS.
Pulls accounting profit from the Finalised ledger. Add-backs for depreciation, fines, entertainment, donations, provisions. Deductions for tax wear-and-tear, s12C, s12E, assessed losses. SA 2026 tax tables for Corporate, SBC, and Individual. Live-calculating working paper matching SARS line items.
Auto-pulls fixed-asset carrying value. Accountant enters tax base plus other temp differences. Net × rate = closing balance. Period movement posts straight to 9100 Tax Expense via an adjusting journal. Handles both deferred tax assets and liabilities.
Per-account sign-off with reviewer notes. Attach bank confirmation letters, stock counts, loan statements as audit evidence. In-app query thread — accountant asks, bookkeeper answers, accountant resolves. Completion blocked until every query is closed.
Monthly / quarterly PDF for directors. P&L with period / YTD / prior columns. 11 SA management ratios — margins, liquidity, debtor & creditor days, gearing, ROA, ROE. Budget variance. Free-form commentary. Branded and ready to email.
Dedicated journal source type for accountant-only adjusting entries. Reports toggle between As Presented (bookkeeper's view) and As Finalised (with accountant adjustments). Year-end close zeroes P&L, rolls profit into Retained Earnings, locks the period.
CARF reporting took effect in March 2026 and most accounting packages still treat crypto like a foreign-currency curiosity. Ledgerly treats it like what SARS calls it: an intangible asset with a cost basis, a disposal, and a gain — properly journalled to the GL.
Pay for the firm, not per end-client. 30-day free trial with full Accountant-tier access.
All prices incl VAT · billed monthly via Yoco · cancel anytime · Full comparison →
Every client starts with the SA standard Chart of Accounts, ZAR currency, 15% VAT, February year-end. Change any of it per client, or just leave the defaults. Every module — invoicing, bills, VAT, provisional tax, AFS — was built to SA conventions first.
Accountants want tables, tabular numerals, consistent patterns. Ledgerly ships with the information density of a terminal and the typography of a leather-bound ledger — not dashboards with giant illustrations of happy cartoon businesspeople.
Full Accountant-tier access free for 30 days. No credit card.