Made by Accountants for Accountants

AI-Powered Tax Compliance for Australian Accountants

LedgerOptic helps accountants to prepare annual business tax compliance faster. It highlights key risks, including accounting errors, tax issues, GST discrepancies, and outstanding client queries.

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Trusted by accounting teams across Australia

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Faster reviews, fewer surprises

From non-deductible transactions to client queries, LedgerOptic highlights issues to be resolved clearly, reducing review time and ensuring nothing slips through.

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Analyse transactions in minutes, not hours

LedgerOptic automates transaction review, giving accountants rapid, reliable insights while reducing compliance risk.

  • iconSpot misallocations instantly
  • iconCatch GST errors early
  • iconFlag non-deductible spend automatically
  • iconFlag tax reconciliation items for review.
  • iconInstantly flag client queries.
  • iconIdentify FBT issues proactively.
  • iconDetect complex tax issues such as Div7a.
image related to Spot compliance risks before the ATO does

Spot compliance risks before the ATO does

LedgerOptic reviews client accounts and individual transactions to uncover compliance risks, helping firms reconcile and prepare business tax returns fast and more accurately reducing ATO exposure and increasing profitability.

  • iconFlag depreciation and other tax reconciliation items.
  • iconIdentify payroll issues for faster reconciliation.
  • iconSpot late-paid super contributions.
  • iconHighlight potential Motor Vehicle FBT issues.
  • iconReconcile Fixed Asset registers.
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Manage client queries with ease

LedgerOptic helps accountants capture, track and communicate client queries, combining manual flags with automatic detection for smoother workflows.

  • iconFlag transactions during review
  • iconRecord questions against accounts
  • iconOrganise queries in one place
  • iconAutomate generating client emails
  • iconAutomate common query detection

Frequently Asked Questions

Quick answers for Australian tax agents exploring LedgerOptic.

01Is my client data used to train AI?
No. LedgerOptic never uses your firm’s or your clients’ data to train AI models—ours or anyone else’s. All processing is limited to delivering insights within your own secure workspace.
02Who can see my firm’s data?
Only people you invite, such as partners, staff, or authorised clients. LedgerOptic staff cannot access your files except in rare support or legal situations, and then only under strict controls.
03How is my data protected?
We use bank-grade encryption (TLS in transit, AES-256 at rest), segregated workspaces per firm, and role-based access controls. We also run regular security audits and monitoring.
04Where is my data stored?
Your data is hosted in Australia (Sydney) on secure AWS infrastructure, with strong safeguards and compliance with the Australian Privacy Act and international standards.
05What happens if I want to leave?
You control your data. You can export or delete files anytime, and if you close your account, all data is permanently deleted within 30 days.

Ready to see LedgerOptic in action?

Book a personalised walkthrough to learn how LedgerOptic streamlines compliance reviews, surfaces ledger risks, and saves your firm hours each week.