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FOR U.S. ACCOUNTING FIRMS

Your firm's AI.
Within your
control.

Give your team a clearer way to use AI tools. Connect through one place, choose who can use what, and see the activity behind the work.

More oversight for the way your firm works.

A CLEARER PICTURE OF ACCESS
Firm workspaceILLUSTRATIVE
WORKSPACE

TEAM ACCESS

Right tools.
Right people.

TOOLACCESS
Search documentsDocument library
Allowed
Read reportsReporting tools
Allowed
Update a recordPractice resources
Not granted

Staff can use the two selected tools.

FIG. 01

Interactive example with fictional tools and activity.
Illustrates the approach; not a live product session.

01 / CONNECT

One entry point.

02 / CONTROL

Access with intention.

03 / SEE

Activity in view.

A LITTLE STRUCTURE GOES A LONG WAY

Let your team use AI.
Keep a hand on the controls.

For firm leaders bringing AI into the practice, access deserves the same attention as the work itself.

01

Bring connections
into one place.

Connect compatible AI clients to a single MCP entry point, with your selected remote tool servers behind it. Manage organization, personal, and shared connections.

See the connection example
02

Choose who
can use what.

Give roles access to selected tools or toolsets. Turn tools off for your organization when needed, and manage which connections your team can use.

Explore the access example
03

See the activity
behind the work.

Review recorded tool calls: who used a tool, when, how long it took, and whether it succeeded. View usage trends and changes to access settings.

View the activity example

THE ACCESS LAYER BETWEEN AI AND YOUR TOOLS

Connect once.
Govern with clarity.

A shared place to manage tool access as your firm explores AI. Your tools still do the work. Ledgerwarden helps you govern access to them.

START WITHYour AI clientsCompatible remote MCP clients
LedgerwardenConnect · Control · See
CONNECT TOYour selected toolsCompatible remote MCP servers
01

Connect your servers

Add available connectors or a compatible custom MCP server and set up its credentials.

02

Set access by role

Choose individual tools, a toolset, or a whole connection for the roles that need them.

03

Review recorded activity

Use call history, usage trends, and configuration changes to understand tool access.

Connector availability and client compatibility require verification. Tool permissions govern access; they do not provide per-action human approval.

THE DETAILS MATTER

A few good
questions.

Clear expectations. Before you connect anything.

What does “one entry point” mean?

A compatible AI client connects to Ledgerwarden's MCP endpoint. Ledgerwarden manages access to the remote MCP servers configured behind that endpoint, based on the caller's role and tool permissions.

Does Ledgerwarden approve each write action?

No. Access rules determine which tools a person can use. They are not a human approval step for each action. Granting a whole connection also includes tools that server adds later; select individual tools when you need a narrower scope.

Which accounting applications can I connect?

Supported applications depend on the available connectors or compatible remote MCP servers, their tools, and their authorization requirements. A specific accounting application or multi-client accounting workflow should be verified before you rely on it.

What can I see in the activity history?

With call recording enabled and gateway reporting working, administrators can review recorded tool calls, callers, timing, duration, and outcomes. Separate records show configuration changes made through the hub's audited data operations. This is not a complete accounting audit trail.

Can my firm start using it from this page?

This is a website preview. It does not create an account, enable a trial, or accept form submissions. Product availability, supported connections, and onboarding need to be confirmed before access is offered.

YOUR FIRM. YOUR TOOLS. YOUR OVERSIGHT.

Bring structure to
your firm's AI access.

Explore the workspace