Real-time cash flow visibility.
It's like turning the lights on.
Replace your rickety stack of spreadsheets with a single platform that gives you instant answers.
Automate the manual
Drive efficiency with automation that improves accuracy & eliminates human error.
Forecast with confidence
Forecast with less volatility & more accuracy thanks to always-up-to-date actuals.
Centralize your ops
Do it all on one platform, with everything in one place, no matter how complex your operations.
See your cash position across all accounts in real-time & drill down to the transaction level.
Stop waiting for EoM reports to be ready—with Ledge they’re continuously ready.
React, adjust, and make decisions immediately thanks to real-time oversight of cash movement.
Make financial, liquidity, and investment decisions faster.
You bring your data sources, Ledge’s powerful Reconciliation Engine handles the rest. No R&D or IT required.
Instant cash flow reporting for insights & analysis.
- Live reporting: No more days spent disaggregating cash flow for reporting every month — see & analyze live reports any day of the week instead.
- Instant analysis: See a spike, anomaly, or concerning trend? Drill down to the transaction level and understand exactly what’s going on.
- See what changed: Understand where cash was spent or gained over the past week, quarter, or year, and monitor revenue streams, fixed & variable expenses, capital shifts, and more.
Improve liquidity management.
- Cross-account oversight: Maintain up-to-the-minute oversight on your true cash position, spanning multiple accounts, currencies, and entities.
- Working capital visibility: Get an accurate picture of working capital, know if & when you need financing to bridge a gap or whether it’s time to invest excess cash and generate yield.
All your data, ready for analysis, in one place.
- Macro to micro: Go from high-level aggregates to granular, transaction-level details with full flexibility in how you slice and dice your data.
- Segment & filter: Complete flexibility to see collections by product line; payments by vendor; transactions by PSP; and more.
- Drill all the way down: See any detail of any transaction at any point in time and understand how transactions connect across all data sources.
One login for multi-bank cash management.
- Unified dashboard: Say goodbye to the login, download, import-data dance and see real-time cash positions & balances in one place, including pending and actual balances.
- Custom alerts: Keep accounts within desired ranges & under FDIC coverage limits, maintain minimum operating balances, and know that you’ll always make payroll thanks to custom alerts.
- Automated sweeps: Maintain optimal liquidity across accounts and currencies with zero manual oversight.
Track towards budget, forecasts & burn rate.
Real-time data makes it easy to know how you’re tracking.
Maintain continuous budget discipline.
Up-to-date data means less forecast volatility.
Startups, see your monthly burn rate and spending.
Audit-ready data, always.
Continuous audit preparation
Every transaction is fully documented, retained, & stored with our Immutable Data Audit Trail.
End-to-end transaction log
Trace the entirety of any transaction, with every change captured, right up to it landing in an account.
No need to painstakingly piece together transaction journeys for audit samples; it’s all done for you.
Ledge gives you audit trails for data from reports to source, all wrapped up in our friendly UI.