A modern finance operating layer — not another PDF over email.
One secure portal for every jurisdiction you operate in. Live close status, document vault with e-sign, real-time cash and tax dashboards, and 30+ integrations wired to your accounting stack.
- 30+
- Integrations
- 7
- Jurisdictions
- SOC 2
- Aligned controls
Inside the portal
Every number your board asks for — one screen, one source of truth.
A working preview of the NovaLedge client portal. Real clients see live data streamed from their accounting stack, bank feeds and tax authority integrations.
Client
Acme Holdings Ltd · Group
Cash on hand
£1,284,300
+£62.1k MoM
Runway
14.2 months
+0.6 vs last close
Month-end close
82% complete
ETA · 2 days
Cash trend · rolling 90 days
GBP · GroupAction queue
Approve Jan payroll run
£82,340 · 14 employees
Sign UK VAT return
Q4 · £38,420
Upload Q4 bank statements
Mercury · US$
Review board pack draft
Ready · 22 pages
Recent activity
Audit-logged · immutable- 2h ago
NovaLedge · Aisha K. — Filed UK VAT Q3 via HMRC MTD
- 6h ago
Stripe sync — 412 transactions reconciled to Xero
- 1d ago
Client · Sarah W. — Approved December payroll
- 1d ago
NovaLedge · Omar R. — Uploaded board pack v4 to vault
Modules
Six modules. One login. Zero spreadsheets flying over email.
Close cockpit
See exactly where every entity is in month-end close. No more 'where are we?' Slack pings.
Document vault + e-sign
Versioned, jurisdiction-tagged, audit-logged. Sign VAT returns and payroll approvals in one click.
Cash & runway
Live multi-currency cash position across every bank feed, with 13-week rolling forecast.
Tax authority hub
HMRC MTD, IRS, CRA, ATO, FTA and FBR filings tracked and lodged from one console.
Advisor thread
Direct line to your named senior advisor — with context, files and history attached.
Board pack builder
One-click monthly and quarterly board packs — commentary written by your CFO team.
Integrations
Wired into the tools your finance stack already runs on.
30+ connectors across accounting, payments, payroll, banking and tax authorities — with new integrations shipped monthly.
Xero
Accounting
QuickBooks
Accounting
Zoho Books
Accounting
MYOB
Accounting
Dext
Data
Stripe
Payments
PayPal
Payments
Wise
Payments
Airwallex
Payments
Gusto
Payroll
Deel
Payroll
Rippling
Payroll
HMRC MTD
Tax authority
IRS e-file
Tax authority
CRA
Tax authority
ATO
Tax authority
FTA (UAE)
Tax authority
FBR (PK)
Tax authority
Plaid
Banking
Mercury
Banking
Wio
Banking
Revolut Business
Banking
HubSpot
Data
Notion
Data
Slack
Data
Google Drive
Data
Need something custom? Our engineering team ships bespoke connectors on request — typically live within 2 weeks.
Security & compliance
Built to the standard your auditor already asks for.
SOC 2-aligned controls
Access reviews, change management, incident response and vendor risk — annually attested.
Encryption everywhere
AES-256 at rest, TLS 1.3 in transit. Per-tenant KMS keys with quarterly rotation.
SSO, MFA & role-based access
Google & Microsoft SSO, TOTP MFA, granular permissions per entity and per module.
Regional data residency
Store your data in the EU, UK or UAE — pinned per client, enforced at the storage layer.
How we onboard
From spreadsheet chaos to board-ready — in four weeks.
- Step 1
Kickoff · Week 1
Discovery, secure workspace provisioned, SSO configured, integrations mapped.
- Step 2
Onboarding · Weeks 2–3
Historical bookkeeping cleanup, chart of accounts harmonised, tax registrations verified.
- Step 3
Go-live · Week 4
First monthly close in the portal, board pack delivered, named advisor introduced.
- Step 4
Steady state · Monthly
Close on the 5th, VAT/GST filed on time, quarterly CFO review with your leadership team.
Ready when you are
Speak with a NovaLedge advisor
Book a free 30-minute consultation to map your accounting, tax and advisory needs across every jurisdiction you operate in.