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Ledgerly

Product

Every number is a claim. The product shows its receipts.

This page is the tour: what a scenario is, where an inflow's confidence comes from, when an alert fires, and what leaves your workspace at month end.

Scenario planner

Duplicate the plan, change one decision, keep the audit trail. Scenarios never overwrite reality — they argue with it.

ScenarioRunwayCliff dateEffect
Plan as drafted14 moMar 14—
Defer two senior hires19 moAug 02+41 days to decision
Pricing +8% in Q316 moMay 20+11 days, 62% confidence

Evidence tiers

Your forecast is only as honest as its inputs. Ledgerly tags every projected inflow with the strength of its evidence and lets you filter the entire product by it — including the view where you only believe what's signed.

The default chart shows everything. The board version shows contracted only. Both are one click, and neither is a surprise.

Projected Q4 inflows, by evidence

  • 61% Contracted — signed orders, recurring billing, committed payables

  • 24% Recurring — same direction, same size, three months running

  • 15% Hoped-for — pipeline you typed in. We show it in pencil.

Alerts with levers attached

An alert that only states the problem is a anxiety notification. Ledgerly bundles each warning with the modelled options that move the date — so the Slack message starts the decision instead of the panic.

ledgerly-alerts · Slack

Runway warning

Hiring plan as drafted ends runway on 14 Mar. Levers: defer 2 senior hires → 2 Jun · freeze contractor spend → 22 Apr · pull Dec receivable forward → 6 Apr.

Forecast improved

$148k now 91% contracted for Dec. Confidence band narrowed from ±9.4% to ±3.8%.

Integrations

Twelve first-party reads, all read-only, all revocable from your side in one click. If your bank isn't listed, a CSV drop keeps the forecast honest too.

Security you can verify, not just read

SOC 2 Type II, quarterly pen tests with published summaries, and a hard product rule: Ledgerly holds no transaction-signing capability anywhere in the stack. We couldn't move your money if a regulator asked nicely.

  • ✓ SOC 2 Type II · report on request
  • ✓ Read-only OAuth on every connection
  • ✓ Full export: CSV, Parquet, warehouse mirror
  • ✓ SSO + audit log on Scale