Invoicing & AR
Automated invoice generation, delivery, reminders, and payment collection.
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The Platform
One platform for your entire financial stack.
Ledgerly replaces the patchwork of spreadsheets, standalone tools, and manual processes with a single, connected accounting system built for modern businesses.
Modules
Everything you need. Nothing you don't.
Each module is designed to work independently or as part of the full platform — so you can start small and expand as you grow.
Bank Reconciliation
AI-powered matching that reconciles bank feeds against your GL automatically.
Financial Reporting
P&L, Balance Sheet, Cash Flow, and custom reports on demand.
Payroll Engine
Multi-employee payroll with statutory deductions and direct deposit.
Expense Management
Mobile receipt capture, OCR extraction, and approval workflows.
Integrations
Native connections to 60+ payment, e-commerce, and CRM platforms.
Feature Deep Dive
See exactly what each module does.
Most Used Feature
Send polished invoices in under 60 seconds.
Ledgerly's AI-driven invoicing engine auto-populates client data, applies tax rules, and schedules follow-up reminders without any manual effort.
- Auto-fill client details from your CRM or address book
- Automatic GST / VAT / Sales Tax calculation by jurisdiction
- One-click recurring invoice scheduling
- Real-time payment status with integrated reminders
- Branded invoice templates with your logo and colors
How It Works
From connection to close in four steps.
Ledgerly's opinionated workflow removes the guesswork from accounting setup and daily operations.
Connect your accounts
Link your bank accounts, payment gateways, and e-commerce stores in minutes. Ledgerly pulls transactions automatically.
Let AI categorize & reconcile
Our reconciliation engine classifies transactions, applies your chart of accounts, and flags only the exceptions.
Review and approve
Your accountant or finance team reviews a curated exception queue — no more hunting through hundreds of rows.
Generate reports & close
With your books clean, generate investor-grade P&L, cash-flow, and balance-sheet reports in a single click.
Integrations
Connect the tools your team already uses.
Ledgerly integrates natively with 60+ platforms across payments, e-commerce, CRM, and productivity — with more added every month.
Payments
RazorpayStripePayU
E-Commerce
ShopifyWooCommerceAmazon Seller
Accounting
Tally PrimeZoho Books
CRM
Salesforce CRMHubSpot
Notifications
Slack
Productivity
Google Workspace
Security
Enterprise-grade protection for every plan.
We built Ledgerly on the principle that your financial data deserves the same protection as a bank. Here is what that looks like in practice.
- SOC 2 Type II — Annual third-party security audit of our infrastructure and controls.
- ISO 27001 — Certified information security management system.
- 256-bit AES Encryption — Data encrypted at rest and in transit, always.
- GDPR & PDPA Ready — Data residency controls and DPA agreements available.
- MFA & SSO — Role-based access, MFA enforcement, and SSO via SAML 2.0.
- 99.9% Uptime SLA — Redundant infrastructure across multiple availability zones.
See Ledgerly in action.
Book a personalized 30-minute demo with our team and we will walk through the features most relevant to your business.