Too many places to check
Your team moves between client files, tabs, and spreadsheets just to find out what still needs to be done.
NewLedger for Accountants
Run Every Client’s Books From One Place
See what needs attention across every client, keep reviews moving, and explore a branded client experience through a qualifying partnership.
Plan a phased client migrationBranded client experience by agreement
samplefirm.newledger.ioIllustrative workspace
Practice overview
28 active clients
24 on track · 4 need review
Close readiness
86%
↗ +14% MoM
Anomalies
3
across 2 clients
Reviews due
6
across 4 clients
SR
Sample Retail Pte LtdSS
Sample Studio LLCDT
Demo Trading Co.EB
Example Build GroupFictional client names and sample operational data · not measured customer outcomes
Where firms lose time
The hard part isn’t bookkeeping. It’s keeping client work moving.
Most firms can do the accounting. The time disappears when people have to find unfinished work, chase missing information, and ask who is reviewing what.
No clear view of month-end
Missing receipts, approvals, and unreconciled transactions sit in different places, so delays are easy to miss.
More clients mean more chasing
Every new client adds more follow-ups, reviews, and tracking unless the team has one clear way of working.
NewLedger may be a good fit if
You manage several client books, want reviews to be easier to follow, and need room to grow without adding more spreadsheets.
A simpler way to work
Start with a few clients. Expand when it works.
You do not need to move every client at once. Choose a small group, test the day-to-day work, and move more when the team is comfortable.
01
Know what needs attention
See month-end progress, missing information, approvals, and the clients that need help from one screen.
Partners can spot delays without asking the team for updates.
02
Give the team one way to work
Handle invoices, expenses, bank reconciliation, reviews, and reports in the same order for every client.
Staff spend less time learning a different process for each client.
03
Move clients in small groups
Start with a few clients, check their opening balances and day-to-day work, then move more when your team is ready.
You can prove the move works before committing every client.
Not sure which clients to move first?
We’ll help you choose the first group, check the numbers, and plan what comes next.
White-label accounting software
Your clients see your firm, not ours
A qualifying white-label programme can deliver NewLedger as part of a client experience carrying your firm’s identity. Branding, domain, modules, support, deployment, and commercial scope are defined during solution design.
Your customer proposition
By agreementYour Identity
01Use your firm’s name and logo in the client experience.
Your Web Address
02A branded domain can form part of the agreed customer experience.
Your Relationship
03Keep your firm at the centre of onboarding, service, and ongoing advice.
Platform and programme scope
What Firms Can Build With NewLedger
See which capabilities are part of the platform and which rollout, branding, commercial, or deployment decisions are defined during solution design.
Multi-client operating model
One Firm View. Separate Client Context.
Partners · Managers · Delivery Teams
NewLedger Practice Platform
Portfolio viewAccountingControlsAPIs & events
Client 01
Tenant context
Client 02
Tenant context
Client 03
Tenant context
Practice visibilityClient separationPhased rollout
Platform capability
Practice visibility
Monitor work across separate client organisations
Configured during rollout
Accounting workflows
Ledger, invoicing, expenses, reconciliation, reporting, approvals, and permissions
By agreement
Client experience
A branded experience can form part of a qualifying white-label programme
Agreed implementation scope
Migration
Phased planning, opening-balance checks, and workflow validation
Qualifying partners · by agreement
Commercial partnership
Resale and shared commercial structures may be available
Solution design
Deployment
NewLedger-managed cloud or a qualifying BYOC arrangement
Ways to work together
Choose the Relationship That Fits
Start as a firm using NewLedger, design a branded programme, or explore a qualifying commercial partnership.
Firm rollout
Operate your client books
- Start with a selected client group
- Validate workflows and balances
- Expand when the operating model works
Branded programme
White-labelDeliver under your identity
- Branded customer experience
- Agreed integration and support model
- Managed cloud or qualifying BYOC
Commercial partnership
Resell and grow together
- Partner-led route to market
- Defined customer and operating responsibilities
- Agreed commercial participation
White-label, resale, revenue- or profit-sharing, deployment, migration support, service levels, customer ownership, and operating responsibilities are available only where agreed. Eligibility and commercial terms are defined in the governing agreement. Contact partnerships to discuss fit.
Reviewed by the NewLedger partnerships and platform teams · August 2026Current security and compliance status
Ready to start?
Plan a Phased Client Rollout
Moving from Xero, QuickBooks, Zoho, or another system? Tell us about your client portfolio, workflows, reporting needs, and timing. We’ll help define an appropriate validation and rollout scope.