Solutions

Finance tools built around your team

Finance teams, agencies, startups, freelancers & enterprises all run Ledgerly differently. Pick the use case closest to yours.

Keep cards, invoices and cash flow connected.
One connected workspace built for your team.

Team and accessLedgerly workspace · 5 members
Invite
MemberAccessCard limitThe monthly card spend each person has before Finance must approve.
Nadia Castellanos
Nadia CastellanosCo-founder and CEO
Admin
$25,000
Owen Fairbanks
Owen FairbanksCo-founder and CFO
Approver
$15,000
Ravi Menon
Ravi MenonCTO
Cardholder
$6,000
Claire Dubois
Claire DuboisVP of Product
Cardholder
$4,000
Yuki Tanaka
Yuki TanakaHead of Design
Viewer
No card
Owen Fairbanks, Approver: Approve bills up to $50,000, Issue virtual cards, Export reports
Built for finance teams, agencies, startups, freelancers and enterprises
Built for finance teams, agencies, startups, freelancers and enterprises

The same cards, invoices and cash flow, arranged around the way your team works.

Cards, invoices and cash flow in one workspace, built around your team.

Choose the team you run

Each panel shows the Ledgerly features that type of team relies on.

Choose the right finance setup for your team.

Close with fewer exceptions

Approval chains, receipt matching and accounting sync let a small finance team support a much larger company. Bills route by amount and entity, receipts match their charges on arrival, and coded spend reaches Xero within the hour. See pending items together so everyone knows what is left to close.

8 to 3

working days to close the month at Orvella

Approval chains

Exception review

Multi-entity books

Bill · Halden Paper Co.$3,180.00Studio supplies · Due Fri 24 Oct
SubmittedDesign team
ApprovedPriya RamanPriya Raman, Finance Lead
ScheduledPays Fri 24 Oct
Over $2,500 needs Finance
Portrait of Priya Raman

Priya Raman

Finance Lead, Orvella

“Two of us keep the books for sixty designers, and every coded charge is in Xero within the hour. Nine in ten charges now arrive with a receipt, so month-end is a review instead of a chase.”

Close with fewer exceptions

Approval chains, receipt matching and accounting sync let a small finance team support a much larger company. Bills route by amount and entity, receipts match their charges on arrival, and coded spend reaches Xero within the hour. See pending items together so everyone knows what is left to close.

8 to 3

working days to close the month at Orvella

Approval chains

Exception review

Bill · Halden Paper Co.$3,180.00Studio supplies · Due Fri 24 Oct
SubmittedDesign team
ApprovedPriya RamanPriya Raman, Finance Lead
ScheduledPays Fri 24 Oct
Over $2,500 needs Finance
Portrait of Priya Raman

Priya Raman

Finance Lead, Orvella

“Two of us keep the books for sixty designers, and every coded charge is in Xero within the hour. Nine in ten charges now arrive with a receipt, so month-end is a review instead of a chase.”

Month-end, before and after

Drag the handle to see what changes.

Slide across to compare life before and after.

October close_FINAL_v3.xlsxDay 8 of close
VendorAmountReceiptStatus
Northwind Supply$4,820.00MissingUnpaid
Halden Paper Co.#REF!AttachedCheck amount
Brightfold Studio$1,240.00AttachedCoded
Northwind Supply$4,820.00AttachedPaid twice?
Veltis Cloud$899.00MissingNot coded
Kelmora Travel$2,351.40AttachedCoded
Receipt missing
7Re: Re: Halden total wrong?Maya, Ops · 11:42 pm
12Missing receipts, OctoberFinance · 1:15 am
October close6 of 6 steps doneClosed in 3 days
  • Bank feeds reconciled3 accounts
  • Receipts matched248 of 248
  • Bills approved and paid36 bills
  • Card spend codedSynced to Xero
  • Accruals posted4 entries
  • Reports sent to the boardOct 3
Northwind paid
Halden matched
All receipts in

Customer stories

Four teams on what changed after their first months on Ledgerly.

Spend less time chasing your team’s numbers.
Find more time to focus on what comes next.

Finance teams

Orvella closes in three days

Orvella’s two-person finance team supports sixty designers. Cards, supplier bills and the cash forecast lived in four tools that never matched, so every close meant a week of exports. They moved onto Ledgerly in one week, set approvals in Slack and connected Xero.

Priya Raman
Priya RamanFinance Lead, Orvella
Finance teams

Orvella closes the month in three days with two people

Orvella’s two-person finance team supports sixty designers. Cards, supplier bills and the cash forecast lived in four tools that never matched, so every close meant a week of exports. They moved onto Ledgerly in one week, set approvals in Slack and connected Xero.

Priya Raman
Priya RamanFinance Lead, Orvella
Agencies

Rivora gets paid sooner

Rivora bills consumer brands for monthly retainers and project fees. Invoices went out from a document template, and every Friday afternoon went to chasing payments by email. Ledgerly invoices now carry card and ACH payment links, and the reminders send themselves.

Danielle Okafor
Danielle OkaforManaging Partner, Rivora
Agencies

Orvella closes the month in three days with two people

Rivora bills consumer brands for monthly retainers and project fees. Invoices went out from a document template, and every Friday afternoon went to chasing payments by email. Ledgerly invoices now carry card and ACH payment links, and the reminders send themselves.

Danielle Okafor
Danielle OkaforManaging Partner, Rivora
Startups

Oryn shares live runway

Oryn builds emissions data tools for manufacturers and raised its seed round in 2025. The founders rebuilt a runway spreadsheet for every board meeting. Now burn and runway come from real balances, scheduled bills and payroll, and investors open a live report.

Hannah Cho
Hannah ChoCEO, Oryn
Startups

Orvella closes the month in three days with two people

Oryn builds emissions data tools for manufacturers and raised its seed round in 2025. The founders rebuilt a runway spreadsheet for every board meeting. Now burn and runway come from real balances, scheduled bills and payroll, and investors open a live report.

Hannah Cho
Hannah ChoCEO, Oryn
Enterprises

Avenlo replaces expense reports

Avenlo runs freight and last-mile delivery for retailers across five states. Drivers paid for fuel and tolls themselves and waited weeks to be repaid. Now every driver carries a virtual card limited to fuel stations and toll operators, and receipts match on their own.

Aisha Bello
Aisha BelloController, Avenlo
Enterprises

Orvella closes the month in three days with two people

Avenlo runs freight and last-mile delivery for retailers across five states. Drivers paid for fuel and tolls themselves and waited weeks to be repaid. Now every driver carries a virtual card limited to fuel stations and toll operators, and receipts match on their own.

Aisha Bello
Aisha BelloController, Avenlo

Also running on Ledgerly

See Ledgerly with your own numbers

Book a 30-minute demo and we will set it up with your team structure.

See Ledgerly with your own numbers

See Ledgerly with your own numbers. Book a demo built around your team.

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