Integrations

Ledgerly connects to your finance stack

Ledgerly connects to your finance stack

Accounting, payroll, invoicing, all in sync with everything else.

Connect your accounts, payroll and invoicing.
Keep your money and business tools in sync.

All Ledgerly integrations

Pick the tools that match the way your team already works.

Find the right tools to connect with Ledgerly.

Accounting

3 tools

Xero logo

Xero

Spend and bills reach Xero every hour, and edits made in Xero come back on the same run.

Spend and bills sync both ways.

QuickBooks logo

QuickBooks

Card spend, bills and invoice payments post to QuickBooks Online every hour, already coded.

Post coded spend and bills.

Mercury logo

Mercury

Each morning Ledgerly refreshes Mercury balances and transactions in your cash forecast.

Bank balances feed your forecast.

Payments

3 tools

Stripe logo

Stripe

Payouts and fees arrive every hour and are matched to the Ledgerly invoices they settle.

Match payouts to invoices.

Shopify

Each morning the previous day’s sales and payouts appear next to your card spend.

Daily sales next to card spend.

Plaid

Balances and transactions from your linked outside banks refresh every six hours.

Link up to 20 outside banks.

Communication

3 tools

Slack logo

Slack

Approval requests reach Slack the moment they are made, and one tap approves them.

Approve bills without leaving Slack.

Notion logo

Notion

Budget and spend tables embedded in your Notion pages refresh every six hours.

Live budget tables in Notion pages.

Microsoft 365

Approval requests arrive in Outlook and Teams as soon as someone submits them.

Approvals in Outlook and Teams.

Automation

3 tools

Zapier logo

Zapier

Your Zaps start within seconds of a card payment or a paid invoice, across 6,000 apps.

Trigger actions in 6,000 apps.

HubSpot logo

HubSpot

Deals marked closed won in HubSpot become draft invoices in Ledgerly within the hour.

Invoice closed deals in one click.

Google Sheets logo

Google Sheets

Report tabs in your Google Sheet refresh every hour, with no manual export.

Live reports in a Google Sheet.

POST /v1/cards

{

"holder":

"Hannah Cho",

"type":

"virtual",

"monthly_limit":

2500,

"merchants":

["software", "ads"]

}

201 Created

card_8Hq2 · ••4821 · Active

Build on the Ledgerly API

Create cards, send invoices, pull transactions, or create your own custom needed connection with our REST API.

Connect the business tools your team uses.
Create cards and invoices with our open API.

Webhooks

Ledgerly sends a signed request to your endpoint within seconds of each event.

Get an event when a card is used or an invoice is paid.

Sandbox

A separate test workspace with sample cards and invoices, where no real money moves.

Test with sample data in a sandbox before going live.

Connect Ledgerly to the tools you pay for

Integrations are included on every plan at no extra cost.

Connect Ledgerly to the tools you pay for

Connect the tools you already work in. Integrations are free with all our plans.

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