1,800+
CFOs using Ledgerly
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Solutions
Accounting that speaks your language.
Whether you are a growth-stage CFO, a CA running a practice, or a founder preparing for fundraising — Ledgerly has a tailored workflow for you.
640+
Accounting firms
4,200+
Startups onboarded
3,100+
E-commerce integrations
By Role
Find your use case.
Every role in your finance team has a purpose-built experience in Ledgerly.
CFOs & Finance Leaders
Real-time visibility across every entity.
Consolidate multi-entity financials, set budget guardrails, and present investor-grade reports without waiting for month-end closes.
- Multi-entity consolidation with inter-company eliminations
- Budget vs actuals dashboards updated daily
- Investor-ready reporting packs in one click
- Custom KPI scorecards and anomaly alerts
Key Metrics for CFOs
Month-end close time
↑ 76%
Reconciliation accuracy
↑ 85%
Compliance readiness
↑ 65%
Report generation speed
↑ 59%
Accountants & Bookkeepers
Handle more clients with less manual work.
Ledgerly's practice management tools let accounting firms serve dozens of clients from a single dashboard — with automated data collection and client collaboration.
- Unified client workspace with role-based access
- Automated bank feeds and categorization for every client
- Document request portal for source evidence
- Reconciliation sign-off and lock periods
Key Metrics for Accountants
Month-end close time
↑ 68%
Reconciliation accuracy
↑ 64%
Compliance readiness
↑ 59%
Report generation speed
↑ 61%
Startup Founders & SMBs
Stay audit-ready without a full-time accountant.
Set up in minutes, connect your accounts, and get the financial clarity you need to raise, spend, and grow with confidence.
- Guided onboarding with chart-of-accounts templates
- Instant runway and burn-rate dashboards
- Investor data-room exports
- Accountant collaboration tools when you bring one on
Key Metrics for Startup
Month-end close time
↑ 79%
Reconciliation accuracy
↑ 44%
Compliance readiness
↑ 83%
Report generation speed
↑ 83%
E-Commerce & D2C Brands
Reconcile marketplace payouts automatically.
Native integrations with Shopify, Amazon, and Flipkart pull order and payout data, reconcile fees, and post COGS automatically.
- Shopify, WooCommerce, Amazon, Flipkart integrations
- Automatic payout and fee reconciliation
- COGS and inventory valuation sync
- Sales tax nexus tracking across states
Key Metrics for E-Commerce
Month-end close time
↑ 78%
Reconciliation accuracy
↑ 85%
Compliance readiness
↑ 86%
Report generation speed
↑ 76%
Agencies & Consultancies
Project-level P&L without a spreadsheet.
Track billable hours, project expenses, and client profitability in one place — and invoice the right amount at the right time every time.
- Project-based income and cost tracking
- Time-entry integration with billing rates
- Retainer and milestone invoicing
- Per-client profitability reporting
Key Metrics for Agencies
Month-end close time
↑ 66%
Reconciliation accuracy
↑ 48%
Compliance readiness
↑ 59%
Report generation speed
↑ 48%
Non-Profits & Trusts
Grant compliance and fund accounting made simple.
Track restricted and unrestricted funds separately, generate donor reports, and stay compliant with regulatory filing requirements.
- Fund accounting with restriction tracking
- Donor-specific transaction reporting
- Form 10-B / FCRA compliance workflows
- Budget-to-actual by program or grant
Key Metrics for Non-Profits
Month-end close time
↑ 63%
Reconciliation accuracy
↑ 72%
Compliance readiness
↑ 52%
Report generation speed
↑ 58%
Feature Comparison
Which features matter for your role?
| Feature | CFO / Finance Leader | Accountant / CA | Founder / SMB |
|---|---|---|---|
| Multi-entity consolidation | — | — | |
| Client workspace (practice mgmt) | — | — | |
| Runway & burn dashboard | — | — | |
| Investor data-room export | — | ||
| Automated bank reconciliation | |||
| Payroll & statutory compliance | — | ||
| GST & e-invoicing | |||
| Marketplace payout sync | — | — |
Customers
Finance teams love the clarity.
“Ledgerly cut our month-end close from 12 days to under 3. The multi-entity consolidation alone is worth the price — our board now gets reports on the 1st of every month without us scrambling.”
Priya Nair
CFO, Meridian Health
“As a startup founder, I needed to understand our burn rate and runway in real time. Ledgerly gave us that clarity in 20 minutes of setup — no accountant needed for the basics.”
Arjun Mehta
Founder & CEO, Stormlight Studios
“We manage 40 client accounts in Ledgerly. The practice dashboard and automated bank feeds have replaced 3 hours of daily manual work for our entire team.”
Sunita Chauhan
Managing Partner, Alcova Legal
“Reconciling our Shopify and Razorpay payouts used to take 2 full days every month. With Ledgerly it's automatic — I get an exception report in minutes.”
Rohit Desai
Head of Finance, BlazeCommerce
Not sure which solution fits?
Talk to our team and we will match you with the right plan and workflow configuration for your business type.