We used to send invoices from a template and chase payments by email every Friday. Now each invoice goes out with a card and ACH payment link, and automatic reminders do the chasing. Our average time to get paid dropped from 38 days to 27, and I have not written a single reminder since March.

Our finance team is two people supporting sixty designers. Ledgerly gave us cards, bill pay and a cash forecast in one workspace, all syncing to Xero every hour. We moved over in a single week, and month-end close went from eight working days to three. Approvals in Slack alone save us hours.

We gave forty drivers virtual cards that only work at fuel stations and toll operators. Drivers snap a receipt photo, Ledgerly matches it to the charge, and the transaction reaches QuickBooks already coded. Our reimbursement queue went from about two hundred items a month to zero.

Shopify payouts, Stripe fees and supplier bills used to live in three places. Ledgerly pulls them together and pushes reconciled entries to Xero every day. I see daily sales next to card spend without exporting a spreadsheet, and our accountant needs two hours a month for our books, not ten.

Our crews buy materials on site, often on short notice. With Ledgerly, a crew lead requests a higher limit from the job site and a project manager approves it from their phone in a minute. Each purchase is tagged to the installation job, so we finally know the true material cost of every job we install.

We used to send invoices from a template and chase payments by email every Friday. Now each invoice goes out with a card and ACH payment link, and automatic reminders do the chasing. Our average time to get paid dropped from 38 days to 27, and I have not written a single reminder since March.

Our finance team is two people supporting sixty designers. Ledgerly gave us cards, bill pay and a cash forecast in one workspace, all syncing to Xero every hour. We moved over in a single week, and month-end close went from eight working days to three. Approvals in Slack alone save us hours.

We gave forty drivers virtual cards that only work at fuel stations and toll operators. Drivers snap a receipt photo, Ledgerly matches it to the charge, and the transaction reaches QuickBooks already coded. Our reimbursement queue went from about two hundred items a month to zero.

Shopify payouts, Stripe fees and supplier bills used to live in three places. Ledgerly pulls them together and pushes reconciled entries to Xero every day. I see daily sales next to card spend without exporting a spreadsheet, and our accountant needs two hours a month for our books, not ten.

Our crews buy materials on site, often on short notice. With Ledgerly, a crew lead requests a higher limit from the job site and a project manager approves it from their phone in a minute. Each purchase is tagged to the installation job, so we finally know the true material cost of every job we install.

Every café manager now has a Ledgerly card with a weekly limit for supplies and repairs. Anything outside food, equipment and cleaning is declined automatically, so I no longer check receipts by hand. Receipts arrive with the charge, and our bookkeeper codes a whole month in one afternoon.

Consultants and suppliers send their bills to our Ledgerly inbox, and the amount, due date and vendor are filled in before anyone opens the PDF. Anything over five thousand dollars goes to a second partner. Payments are scheduled for the due date, and we have not paid a single late fee this year.

I expected a long migration across nine clinics. We opened the account in the morning, connected our bank through Plaid and QuickBooks before lunch, and had cards in every clinic manager’s hands by the end of the day. The setup checklist told me exactly what to do next and in which order.

As a seed-stage company, runway is the number I report most. Ledgerly calculates burn and runway from real bank balances and scheduled bills, and the monthly report is ready on the first. I share the live link with our investors instead of rebuilding a deck, and they can see the same numbers I see.

The 13-week forecast is the screen I open every Monday. It combines open invoices, scheduled bills and payroll data, so I can see the effect of a new hire before we make an offer. Budget alerts in Slack warn team leads the moment they reach eighty percent of their monthly spend.

Every café manager now has a Ledgerly card with a weekly limit for supplies and repairs. Anything outside food, equipment and cleaning is declined automatically, so I no longer check receipts by hand. Receipts arrive with the charge, and our bookkeeper codes a whole month in one afternoon.

Consultants and suppliers send their bills to our Ledgerly inbox, and the amount, due date and vendor are filled in before anyone opens the PDF. Anything over five thousand dollars goes to a second partner. Payments are scheduled for the due date, and we have not paid a single late fee this year.

I expected a long migration across nine clinics. We opened the account in the morning, connected our bank through Plaid and QuickBooks before lunch, and had cards in every clinic manager’s hands by the end of the day. The setup checklist told me exactly what to do next and in which order.

As a seed-stage company, runway is the number I report most. Ledgerly calculates burn and runway from real bank balances and scheduled bills, and the monthly report is ready on the first. I share the live link with our investors instead of rebuilding a deck, and they can see the same numbers I see.

The 13-week forecast is the screen I open every Monday. It combines open invoices, scheduled bills and payroll data, so I can see the effect of a new hire before we make an offer. Budget alerts in Slack warn team leads the moment they reach eighty percent of their monthly spend.