Planned capability
Practice intelligence, coming next.
Ledrix Pro is being designed for accounting practices that want clearer, more repeatable insight into their clients’ financial-data condition.
It is a planned capability and is not available today. The areas below describe the direction of that work.
Client files reviewed
18
Repeatable reviews scheduled
Monthly
Issues needing action
20
- Review clear
Client file A
File health 86 · 3 data-quality issues - Cleanup advised
Client file B
File health 61 · 11 data-quality issues - Monitor
Client file C
File health 74 · 6 data-quality issues
Illustrative concept only, using sample data. Ledrix Pro is not available today and no client information is shown.
Capability areas
- New-client data-health assessments
- A structured first look at a client file so onboarding starts with facts rather than assumptions.
- Migration-readiness reports
- A report a practice can share with a client to explain condition, effort and risk before committing.
- Repeatable client-file scans
- The same review, run consistently across a client base rather than reinvented each time.
- Data-quality and cleanup visibility
- Where the issues are, how material they are and what would be involved in resolving them.
- Reconciliation and payroll review support
- Support for the recurring review work practices already perform, with clearer surfacing of anomalies.
- Clear issue reporting for teams and clients
- Findings expressed in language a client can act on, not only a technical export.
“Ledrix Pro is being designed to complement the systems practices already use — helping turn financial-data issues into clearer, more actionable insights.”
Ledrix Pro is a planned capability and is not a replacement for practice-management, tax or workpaper systems.
Would this be useful in your practice?
Register your interest and tell us which of these areas would make the biggest difference. See also Ledrix for practices.