One review system for the people behind the books.
Accountants and bookkeepers work at different levels of the same evidence chain. LedgerBeaver gives each person the selected client workspace, source documents, current queue and permitted actions needed for their role without treating either job as generic automation.
- Evidence
- Selected client and source records
- Review
- Clear queues, exceptions and corrections
- Decision
- Approve within the current role
Different roles, one evidence chain
Each person sees the current work and the source behind it while client context, permission and approval remain explicit.
For accountants
Review the selected client's proposed entries, corrections, close blockers and financial reports. Keep approval identity and supporting evidence attached to the accounting result. Move from an exception to the source instead of accepting a summary without its basis.
For bookkeepers
Move bills, receipts, customer follow-up and bank matching through a consistent daily queue. Use connected AI to prepare supported work when useful. Escalate missing documents, conflicting facts and policy decisions that require judgment.
Keep client boundaries explicit
Work only inside the active client and the access granted to you. A client switch changes the accounting context; stale results from another workspace should never carry into the current one. LedgerBeaver provides software and controls, not outsourced bookkeeping, tax or advisory services.
Professional workflow questions
The system organizes work and evidence while the accountant or bookkeeper remains responsible for professional judgment.
Does LedgerBeaver replace the accountant or bookkeeper?
No. It organizes evidence, queues and supported preparation. The professional remains responsible for judgment, review and the service delivered to the client.
Can a team reuse one approval across changed work?
No. Approval applies to the reviewed proposal and revision. Changed facts or coding require a current review.
Does one login expose every client?
Access follows the active workspace and the user's granted membership and role. Access does not expand beyond the active workspace.
Explore the review system
See the workflow applied to payables, reconciliation and connected AI permissions.
Give every client decision its evidence.
Start a LedgerBeaver workspace or read why the product keeps human judgment at the center.