Live spend tracking
Card charges, invoices, and payroll land in one ledger within seconds — categorized automatically.
Budgeting for teams that hate budgets
Team budgets that manage themselves.
Ledgerly syncs every account, enforces your spending policy automatically, and forecasts cash flow live — not at month-end.
Features
Everything in one flat view
One ledger, three moving parts — no add-ons, no implementation project.
One-tap approvals
Requests route to the right owner automatically. Approve or decline from Slack, email, or the app.
90-day forecasting
Runway and budget burn projected from live data — not from last quarter's spreadsheet.
How it works
Live in an afternoon
From first login to enforced policy in three short steps.
- 1
Connect your accounts
Link banks, cards, and payroll with read-only sync. Setup takes about ten minutes.
- 2
Set your policy
Define budgets, limits, and approvers once. Ledgerly enforces the rules from then on.
- 3
Watch it run
Out-of-policy spend is flagged before it posts. A clean digest lands every Monday.
Testimonials
Finance teams feel the difference
From two-week closes to two-day closes.
“Ledgerly killed our expense spreadsheet. Approvals that took three days now take three minutes.”
“We caught a duplicate SaaS charge in week one. The subscription paid for itself before the first invoice.”
“The forecast is the first number our board actually trusts. Month-end went from chaos to a checklist.”
Pricing
Flat monthly pricing
Per seat, per month, billed annually. Cancel anytime.
Starter
For small teams off spreadsheets
$9per user / month
- 3 connected accounts
- Live spend tracking
- Monday digest email
- Custom approval flows
- Forecasting
Most popular
Team
For growing companies that need guardrails
$19per user / month
- Unlimited connected accounts
- Custom approval flows
- 90-day cash-flow forecast
- Approvals in Slack and email
- Priority support
Scale
For finance teams across many entities
$49per user / month
- Everything in Team
- Multi-entity consolidation
- Custom policies and SSO
- Dedicated success manager
- On-site implementation
FAQ
Questions, answered flatly
How is Ledgerly different from a spreadsheet?
Spreadsheets record the past. Ledgerly checks every transaction against your policy the moment it posts, and the forecast updates itself.
Is my financial data secure?
Yes. Connections are read-only, data is encrypted in transit and at rest, and we are SOC 2 Type II certified. We never store bank credentials.
Which tools do you integrate with?
QuickBooks, Xero, NetSuite, and Slack, plus 12,000+ banks through our aggregation partners. API access ships with the Scale plan.
Can I import history from another tool?
Bring a CSV export from any major expense platform and we map your categories during onboarding — usually done in under a day.
Can I cancel or change plans anytime?
Yes. Plans are month-to-month, upgrades apply instantly, and downgrades take effect at the end of the billing cycle. No cancellation fees.
Close the books in days, not weeks.
Join 2,400+ finance teams budgeting with Ledgerly. Free for 14 days — no card required.