Training Guide

Launch Ledgerly from your current close checklist.

Start with the close process the team already trusts, then add the structure Ledgerly needs to make ownership, review, evidence, blockers, and reporting visible.

Pre-launch checklist

• Create the monthly close cycle and confirm the target close day.
• Load entities or clients before importing recurring work.
• Map owners, reviewers, evidence expectations, dependencies, and close-day timing.
• Confirm team capacity, reporting lines, seat ownership, and sign-in controls.

Read the import guide before the first upload.