Bring LedgerBuddy to your practice.
Tell us about your practice to request initially free beta access. Feature access is enabled separately for each practice after setup and authority checks. General automated communications and billing remain paused.
1 · ApplyTwo minutes. The practice details you enter here become the sender identity your clients see on every SMS and email.
2 · We set you upWe review your application and arrange secure account setup. Support hours and response times are set out in the Platform Terms (Schedule 3, Item 5).
3 · Test-drive safelyAutomated messages remain paused. Controlled testing and client authority checks must be completed before real recipients can be enabled.
Before applying, read our Platform Terms (your practice accepts them when it first signs in), privacy policy and collection notice. This form uses HighLevel to collect your practice and contact details, including overseas processing. Applying requests access; it does not start a paid subscription or authorise client AI processing.
Uses your Xero login to fill in your name and email — no access to your Xero organisations.
Want to try it on one client first? Join the pilot: one client, three months, free.
Nothing to install. Beta access is initially free. Fees apply only after at least 30 days’ written notice under the Platform Terms. Questions first? Email us.