The Operating System for
Modern Bookeeping
Ledgrly Lite Waitlist Out Now
Features
Features
Features
The smarter way to handle accounting
Clear results, instant metrics
See spend, revenue, and profit instantly.
Clear results, instant metrics
See spend, revenue, and profit instantly.
Clear results, instant metrics
Turn ideas into designs and content.
Every transaction auto-categorized
Accounts and tax codes assigned automatically.
Every transaction auto-categorized
Accounts and tax codes assigned automatically.
Every transaction auto-categorized
Accounts and tax codes assigned automatically.
Grouped view, simplified reviews
See transactions grouped by account type
Grouped view, simplified reviews
See transactions grouped by account type
Compare data year over year
See transactions grouped by account type
AI shortcuts save time
Auto-suggests categories, reducing repeat work.
AI shortcuts save time
Auto-suggests categories, reducing repeat work.
AI shortcuts save time
Turn messy feedback into clear insight.
Real-Time Reporting
Audit-Ready
Seamless Compliance
Visualized Dashboards
Client-Ready Financials
Real-Time Reporting
Audit-Ready
Seamless Compliance
Visualized Dashboards
Client-Ready Financials
Real-Time Reporting
Audit-Ready
Seamless Compliance
Visualized Dashboards
Client-Ready Financials
Automated Categorization
Data-Driven Insights
Accuracy at Scale
Retention Through Efficiency
Bookkeeper Productivity
Smart Reconciliations
Automated Categorization
Data-Driven Insights
Accuracy at Scale
Retention Through Efficiency
Bookkeeper Productivity
Smart Reconciliations
Automated Categorization
Data-Driven Insights
Accuracy at Scale
Retention Through Efficiency
Bookkeeper Productivity
Smart Reconciliations
Benefits
Benefits
Benefits
Benefits that make
bookkeeping feel effortless
Auto-Categorization
AI assigns accounts & tax codes instantly
Auto-Categorization
AI assigns accounts & tax codes instantly
Auto-Categorization
AI assigns accounts & tax codes instantly
Bulk Processing
Upload thousands of transactions in one go
Bulk Processing
Upload thousands of transactions in one go
Bulk Processing
Upload thousands of transactions in one go
Export-Ready
Download clean CSVs in seconds, even direct imports for Xero
Export-Ready
Download clean CSVs in seconds, even direct imports for Xero
Export-Ready
Download clean CSVs in seconds, even direct imports for Xero
Error Reduction
Minimize manual mistakes with AI checks
Error Reduction
Minimize manual mistakes with AI checks
Error Reduction
Minimize manual mistakes with AI checks
Time Savings
Cut hours of bookkeeping work to minutes
Time Savings
Cut hours of bookkeeping work to minutes
Time Savings
Cut hours of bookkeeping work to minutes
Plug & Play
Start instantly — no complex setup required
Plug & Play
Start instantly — no complex setup required
Plug & Play
Start instantly — no complex setup required
For Who?
For Who?
For Who?
Designed with You in Mind
Designed with You in Mind
Designed with You in Mind
Independent Bookkeepers
Less admin, more clients
Ledgrly Lite takes care of categorization and exports, so you can focus on growing your practice instead of getting buried in repetitive tasks.
Independent Bookkeepers
Less admin, more clients
Ledgrly Lite takes care of categorization and exports, so you can focus on growing your practice instead of getting buried in repetitive tasks.
Independent Bookkeepers
Less admin, more clients
Ledgrly Lite takes care of categorization and exports, so you can focus on growing your practice instead of getting buried in repetitive tasks.
SMALL BUSINESS OWNERS
Books that run themselves
Stay compliant and tax-ready without the stress of complex software. Ledgrly Lite gives you instant clarity on your finances while you run your business.
SMALL BUSINESS OWNERS
Books that run themselves
Stay compliant and tax-ready without the stress of complex software. Ledgrly Lite gives you instant clarity on your finances while you run your business.
SMALL BUSINESS OWNERS
Books that run themselves
Stay compliant and tax-ready without the stress of complex software. Ledgrly Lite gives you instant clarity on your finances while you run your business.
STARTUP FINANCE TEAMS
Investor-ready in minutes
Ledgrly Lite keeps your numbers organized and export-ready, so you can move fast, share clean reports, and always be prepared for audits or funding rounds.
STARTUP FINANCE TEAMS
Investor-ready in minutes
Ledgrly Lite keeps your numbers organized and export-ready, so you can move fast, share clean reports, and always be prepared for audits or funding rounds.
STARTUP FINANCE TEAMS
Investor-ready in minutes
Ledgrly Lite keeps your numbers organized and export-ready, so you can move fast, share clean reports, and always be prepared for audits or funding rounds.
Why?
Why?
Why?
Old tools slow you down. We don’t.
Rules that learn themselves
Rules that learn themselves
Rules that learn themselves
Categorized for you instantly
Categorized for you instantly
Categorized for you instantly
Bulk edits in one move
Bulk edits in one move
Bulk edits in one move
Rules you set, break, and fix
Rules you set, break, and fix
Rules you set, break, and fix
Click every line, every time
Click every line, every time
Click every line, every time
Stuck editing one by one
Stuck editing one by one
Stuck editing one by one
FAQs
FAQs
FAQs
Answers to common
questions about Ledgrly Lite
What is Ledgrly Lite?
Ledgrly Lite is a streamlined version of Ledgrly that helps you quickly upload, categorize, and organize transactions without needing full accounting software.
Who is Ledgrly Lite for?
Ledgrly Lite is built for bookkeepers, accountants, and small businesses who want to streamline their bookkeeping without extra complexity. It is also perfect for early adopters who want to get started with Ledgrly now and grow with us into the full platform.
Does Ledgrly Lite replace my accounting software?
Not fully. Lite is designed to handle your daily bookkeeping needs quickly and efficiently. You can still export your data to use with QuickBooks, Xero, or other accounting tools if needed.
Which file types can I use with Ledgrly Lite?
You can upload CSV files directly today. PDF bank statement support will be added in the full release so you can process your data even more easily.
Who owns the data I upload?
You do. All transactions, categorizations, and reports remain 100 percent yours. Ledgrly Lite simply helps you process and manage them faster.
Is my data secure?
Yes. Ledgrly Lite uses bank level encryption, secure cloud infrastructure, and strict access controls to ensure your financial data stays private and protected.
What is the difference between Ledgrly Lite and the full release?
Ledgrly Lite already delivers speed, accuracy, and automation to make bookkeeping simpler. The full Ledgrly release is coming in the next few months and will expand on this foundation with advanced AI learning, seamless integrations, firm level controls, and enhanced reporting to truly replace your existing bookkeeping platform.
What is Ledgrly Lite?
Ledgrly Lite is a streamlined version of Ledgrly that helps you quickly upload, categorize, and organize transactions without needing full accounting software.
Who is Ledgrly Lite for?
Ledgrly Lite is built for bookkeepers, accountants, and small businesses who want to streamline their bookkeeping without extra complexity. It is also perfect for early adopters who want to get started with Ledgrly now and grow with us into the full platform.
Does Ledgrly Lite replace my accounting software?
Not fully. Lite is designed to handle your daily bookkeeping needs quickly and efficiently. You can still export your data to use with QuickBooks, Xero, or other accounting tools if needed.
Which file types can I use with Ledgrly Lite?
You can upload CSV files directly today. PDF bank statement support will be added in the full release so you can process your data even more easily.
Who owns the data I upload?
You do. All transactions, categorizations, and reports remain 100 percent yours. Ledgrly Lite simply helps you process and manage them faster.
Is my data secure?
Yes. Ledgrly Lite uses bank level encryption, secure cloud infrastructure, and strict access controls to ensure your financial data stays private and protected.
What is the difference between Ledgrly Lite and the full release?
Ledgrly Lite already delivers speed, accuracy, and automation to make bookkeeping simpler. The full Ledgrly release is coming in the next few months and will expand on this foundation with advanced AI learning, seamless integrations, firm level controls, and enhanced reporting to truly replace your existing bookkeeping platform.
What is Ledgrly Lite?
Ledgrly Lite is a streamlined version of Ledgrly that helps you quickly upload, categorize, and organize transactions without needing full accounting software.
Who is Ledgrly Lite for?
Ledgrly Lite is built for bookkeepers, accountants, and small businesses who want to streamline their bookkeeping without extra complexity. It is also perfect for early adopters who want to get started with Ledgrly now and grow with us into the full platform.
Does Ledgrly Lite replace my accounting software?
Not fully. Lite is designed to handle your daily bookkeeping needs quickly and efficiently. You can still export your data to use with QuickBooks, Xero, or other accounting tools if needed.
Which file types can I use with Ledgrly Lite?
You can upload CSV files directly today. PDF bank statement support will be added in the full release so you can process your data even more easily.
Who owns the data I upload?
You do. All transactions, categorizations, and reports remain 100 percent yours. Ledgrly Lite simply helps you process and manage them faster.
Is my data secure?
Yes. Ledgrly Lite uses bank level encryption, secure cloud infrastructure, and strict access controls to ensure your financial data stays private and protected.
What is the difference between Ledgrly Lite and the full release?
Ledgrly Lite already delivers speed, accuracy, and automation to make bookkeeping simpler. The full Ledgrly release is coming in the next few months and will expand on this foundation with advanced AI learning, seamless integrations, firm level controls, and enhanced reporting to truly replace your existing bookkeeping platform.