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Read articleLEDGERNEXT
The Accountant-First
Bookkeeping Platform
Turn Client Bank Statements into CRA-Ready Returns in Minutes.
End the Tax Season Bottleneck
Stop manual data entry. LedgerNext is the specialized platform for Canadian accountants that automates the "shoebox to return" process.
- Drag & drop PDF/CSV bank statements
- Automated GL categorization & GST/HST detection
- Seamless export to TaxPrep, Profile, or GIFI
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Trusted by Canadian Firms
Top Tier Security
Bank-grade encryption and SOC2 compliance ensures client data is never compromised.
100% Canadian
Built specifically for Canadian tax codes, GST/HST/QST rules, and provincial compliance.
CPA Verified
Designed in partnership with leading CPAs to match the actual workflow of tax preparers.
From "Shoebox" to T2 Ready
1
Upload
Drag and drop client statements (PDF, CSV, Excel). We support all major Canadian banks (RBC, TD, Scotiabank, BMO).
2
Automate
AI extracts transactions, cleans vendor names, and auto-calculates taxes. You simply review and approve.
3
File
Export perfectly reconciled data directly into your tax software or as standard GIFI codes.
Built for the Preparer
Bulk Client Management
Manage 50+ clients from a single dashboard. Switch contexts instantly without the logout/login fatigue of other platforms.
Smart Vendor Rules
Don't code the same transaction twice. Define "Shell = Fuel" once, and our AI automatically categorizes it across all future statements.
Batch Reclassification
Clean up messy client data in seconds. Filter by vendor, select hundreds of transactions, and re-assign accounts with a single click.
Stop Paying for Bloatware
| Feature | Traditional ERP (QBO/Xero) | LedgerNext |
|---|---|---|
| Primary User | Small Business Owner | Accountant / Bookkeeper |
| PDF Statement Extraction | (Requires 3rd party app) | Built-In |
| Multi-Client Bulk View | Standard | |
| Cost Structure | Per Client Subscription | Firm-Wide Flat Rate |
Time Savings = Profit
By reducing processing time by over 80%, a single bookkeeper can triple their client load without working overtime.
The Cost of Efficiency
0
Hours Saved Per Season
$
0
k
Additional Billable Revenue
*Based on a firm processing 50 standard T2 returns.
Bank-Grade Security
& Data Residency
Your clients trust you. You can trust us.
100% Canadian Data Servers (PIPEDA Compliant)
256-bit SSL Encryption
SOC2 Type II Certified Protocols
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LedgerNext vs. QuickBooks Accountant
See why specialized firms are switching from generalist ERPs to LedgerNext's dedicated automation platform.
| Comparison Feature | QuickBooks Accountant | LedgerNext Platform |
|---|---|---|
| Ideal Use Case | General Business Bookkeeping | High-Volume Tax Prep & Write-Ups |
| PDF Bank Statement Extraction | Requires 3rd Party App (Extra Cost) | Built-In AI Automation |
| Smart Categorization Rules | Basic Bank Feeds (Per Client file) | Firm-Wide AI Rules Engine |
| Multi-Client Bulk Management | Limited (Must switch company files) | Single Dashboard for All Clients |
| Firm Pricing Model | Increasing cost per client file | Predictable Flat-Rate Packages |
Simple, Volume-Based Pricing
Transparent pricing that scales with your firm. No hidden fees.
Standard Firm
$
6
CAD
Per Account / Month
- Unlimited Transactions
- Smart OCR Extraction
- GIFI Exports
MOST POPULAR
Enterprise & High Volume
For firms with 50+ clients or custom integration needs.
- Priority Support
- Dedicated Account Manager
- API Access
Frequently Asked Questions
Is my client data stored in Canada?
Yes. All data is encrypted and stored on servers located in Montreal and Toronto, ensuring full compliance with Canadian data residency laws.
Does it work with scanned PDFs?
Absolutely. Our intelligent OCR engine extracts data from PDF bank statements (digital or scanned), CSVs, and Excel files from all major Canadian banks.
Is there a setup or implementation fee?
No. LedgerNext is designed for immediate use. You can sign up and start uploading client statements in minutes without any implementation costs.
Can I export to professional tax software?
Yes. We support direct exports to TaxPrep, Profile, and other major tax platforms, as well as standard GIFI code exports.
How does the pricing scale?
We offer a simple "pay per client" model starting at $6 CAD. You only pay for the active client files you process each month.
Do you offer training for my staff?
Yes, we provide free onboarding webinars and have a comprehensive knowledge base to help your team get up to speed quickly.
Ready to Streamline Your Practice?
Join hundreds of Canadian accountants preparing faster, more accurate returns.
Welcome to Seven Accounting
Virtual Assistance & Accounting Services
Seven Accounting provides a full spectrum of traditional tax and accounting services. Let's make your business more successful - talk to our accounting experts today!
LEDGERNEXT
The Accountant-First
Bookkeeping Platform
Turn Client Bank Statements into CRA-Ready Returns in Minutes.
Trusted by Canadian Firms
Top Tier Security
Bank-grade encryption and SOC2 compliance ensures client data is never compromised.
100% Canadian
Built specifically for Canadian tax codes, GST/HST/QST rules, and provincial compliance.
CPA Verified
Designed in partnership with leading CPAs to match the actual workflow of tax preparers.
How can we help you?
Why Seven Accounting?
One-on-one expert support
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Powerful financial reporting
Suspendisse imperdiet quis est id facilisis. Duis tempus odio id suscipit fermentum. Vivamus molestie, eros eu pulvinar laoreet, ante nisl convallis arcu, nec sodales enim mi ac tellus. Morbi laoreet libero ac malesuada sodales. Aenean quis leo vitae libero sollicitudin iaculis. Pellentesque hendrerit!
Affordable flat-rate pricing
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Trusted by
Client Testimonials
Business & Tax Tips
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