Auto-reconciliation
Every bank feed matched to the right invoice and category - no manual review unless something is unusual.
Accounting automation for agencies
Books that reconcile themselves.
Ledgerly automates the monthly close for small agencies - bank feeds matched, cash flow live, and tax-ready books by download.
Bank-level securityLive in an afternoon
Features
It does the boring work.
Four features that turn the monthly close into minutes.
Live cash flow
A running view of runway and burn, updated as money moves, not at month-end.
Client portals
Share invoices, receipts, and reports with clients in one clean portal - no email threads.
Tax-ready books
Categories that map to your return, so tax season is a download, not a scramble.
The standard.
Rules, not busywork
Ledgerly learns your categorization once, then applies it forever.
Boring and reliable
No gimmicks, no AI theater. Just books that reconcile and reports you can trust.
Fast where it counts
Agencies switch over in an afternoon, and the monthly close takes minutes.
Pricing
Simple plans.
Starter
$29 /mo
For solo operators and micro-agencies.
- 2 bank accounts
- Auto-reconciliation
- Live cash flow
- Tax-ready categories
Studio
$79 /mo
For growing teams with clients.
- 10 bank accounts
- Client portals
- Multi-user access
- Priority support
Growth
$149 /mo
For established agencies with volume.
- Unlimited accounts
- API access
- Custom rules
- Dedicated onboarding
Up and running.
01
Connect
Link your bank accounts in about five minutes. No data entry.
02
Configure
Set your rules once - categories, clients, and tax mapping.
03
Automate
Ledgerly reconciles, categorizes, and reports on its own.
04
Review
You review the exceptions, not the routine. Minutes a week, not days.
From users.
Our monthly close went from three days to about twenty minutes. I did not believe it until we ran two months side by side.
The client portals killed ten email threads a month. Our clients actually like seeing their numbers now.
Tax season used to be a two-week panic. This year it was a PDF I downloaded.
Your next close takes minutes.
Two weeks free, no card required. If it does not pay for itself, keep your money.