CASH VISIBILITY FOR SMALL TEAMS

Know what your cash can do next.

Ledgerly brings balances, upcoming commitments, and runway into one quiet workspace so independent teams can make the next decision with context.

Built for teams that need a clearer cash picture

  • Northline Studio
  • Morrow Works
  • Juniper Desk
  • Fieldnote Co.

The whole cash picture, without the spreadsheet chase.

Runway at a glance

See how current balances and planned outflows shape the months ahead.

Upcoming commitments

Bring recurring costs and scheduled payments into one readable timeline.

Accounts in context

Group operating, tax, and reserve balances so every number has a purpose.

A calmer daily check-in

Review the latest changes and exceptions before they become surprises.

A dashboard built around the next decision.

Ledgerly turns scattered account data into a working view of what is available, what is committed, and what deserves a closer look. The numbers stay visible; the next step stays yours.

  • Separate operating cash from reserves
  • Review scheduled outflows by date
  • Track balance movement over time

A clearer view, in numbers

6 monthsCash runway forecast
12 accountsConnected account limit
DailyBalance refresh cadence

Made for the people running the numbers

I used to rebuild our cash view every Monday. Now I can check the next few months before the first meeting starts.
Mara EllisFounder, Northline Studio
The separation between available cash and planned expenses makes our weekly decisions much less reactive.
Jonah ParkOperator, Morrow Works

Sample testimonials for layout preview. Replace with real, attributed quotes.

Start with the view you need

Solo

$12/ month
  • 3 connected accounts
  • Runway forecast
  • Monthly activity view
Choose Solo

Questions, answered clearly

Is Ledgerly a bank or accounting platform?

No. Ledgerly is a cash visibility workspace that organizes balances and planned activity. Your accounts remain with their existing providers.

How often do balances refresh?

Connected balances refresh daily. The workspace shows the latest available update time alongside account data.

Can I invite a teammate?

The Studio plan includes a shared workspace for your team. Solo is designed for one person managing their own view.

Can I cancel a paid plan?

Yes. You can cancel at any time, and your current plan remains active through the end of its billing period.

Make the next cash decision with context.

Bring your balances and upcoming commitments into one clear view.