Help & Support

Get help with LedgNity

Email Support

support@ledgnity.com

Frequently Asked Questions

What is LedgNity?

LedgNity is an AI-powered accounting platform for businesses. Manage invoices, expenses, bank reconciliation, payroll, taxes, contracts, assets, chart of accounts, journal entries, and audit trail — all in one place with AI assistance.

Who is LedgNity for?

Accounting firms, freelancers, and businesses of any size. Whether you manage 1 company or 30 — LedgNity scales with your needs across Starter, Pro, and Enterprise plans.

What's included in the free trial?

14 days of full Pro plan access. All features including AI chat, document processing, bank integrations, team management, and full reports. Cancel anytime.

How does AI work?

Upload documents and AI automatically extracts amounts, dates, vendors, and categories. Use AI Chat to ask questions like 'Who owes me money?' or 'Generate a tax report.' Available on Pro and Enterprise plans.

What file formats are supported?

Upload PDF, JPG, PNG, DOCX, XLSX, and CSV files up to 20MB each. Export invoices and reports to PDF and CSV.

What bank integrations are available?

Connect US and Canadian banks via Plaid, and EU/UK banks via TrueLayer. Auto-import transactions and reconcile with one click.

What languages are supported?

English, German, French, Spanish, Italian, Dutch, and Polish. The entire platform including invoices, reports, and AI is fully translated.

Is my data secure?

Yes. AES-256 encryption at rest, TLS 1.3 in transit. Two-factor authentication, login alerts. Original documents stay in your cloud storage — we store only metadata. GDPR and SOC 2 compliant.

How do I contact support?

Email support@ledgnity.com. Starter: email support. Pro: priority support. Enterprise: dedicated account manager. We typically respond within 24 hours on business days.

How does payroll work?

Add employees with their salary, tax ID, and insurance details. Create monthly payroll periods, calculate gross/net pay with tax and insurance deductions, and download payslip PDFs for each employee.

How do I invite my team?

Go to Settings > Team Management. Invite members by email and assign roles: Owner (full access), Senior (company data + team), Accountant (financial data), or Junior (limited access). Team size depends on your plan.

Can I export my data?

Yes. Export invoices, payroll, taxes, contacts, assets, contracts, and reports to PDF, CSV, or Excel. You can also export all company data in CPA format for your accountant.

How do I connect Google or Microsoft?

Go to Settings > Integrations. Connect Google Workspace to scan Gmail for invoices and receipts, sync Google Calendar, and access Drive. Connect Microsoft 365 for Outlook and OneDrive. You can disconnect at any time.

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