Your Work processes,

Organized.

The all-in-one workspace for your notes, tasks,
wikis, and more ...

Ledgerly

Your accounting workspace

Ledgerly helps accounting teams organize invoices, bank statements and client records in configurable tables and boards, with workflows that keep the work moving.

Ledgerly brings documents, structured data and team workflows into one workspace, with access control and an audit trail for accounting work.

Content Creators

Build your own tables

Define the structure of your data as you go. Text, numbers, dates, dropdowns, file attachments and references that link records across tables — no schema work, no migrations.

See the same data your way

Switch between a spreadsheet grid and a Kanban board, save named views with filters and sorting, and give each team the slice of the data it actually needs.

Dashboards and analytics

Turn records into charts, counts and group-by breakdowns. Compose dashboards per workspace and track the numbers that matter without exporting anything.

Automate the busywork

Rules fire when records change or on a schedule: send email, assign work across your team, clone or tag records, call a webhook. Built with a no-code rule builder and a full execution history.

Built for organisations

Single sign-on, roles and page-level permissions, and a complete audit trail of who changed what — with the ability to roll any record back to a previous version.

Terms

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