Ledgerly is the accounting CRM for firms serving B2B SaaS companies. ASC 606 revenue recognition, AR collections, and month-end close — for your entire client book, from one workspace.
No credit card · See real data in 10 minutes
Built for firms serving SaaS clients like
Maxio, Chargebee, and the rest are sold to SaaS companies one workspace at a time. If you manage 50 SaaS clients, you'd need 50 subscriptions. Meanwhile your practice management tool (Karbon, Canopy) handles tasks beautifully — and ignores the actual financial work entirely.
Auto-generated deferred revenue schedules. Mixed methods — straight-line for subscriptions, point-in-time for setup fees.
See every SaaS client's MRR, AR, and close status from one dashboard. Drill into individual clients in a click.
Overdue invoices trigger a 4-step email sequence: reminder → second notice → urgent → final demand. All logged.
Standardized close checklist per client. Track progress across your whole book — no more "which clients have we finished?"
MRR, ARR, deferred revenue, churn signals, AR aging. Every metric traces back to a balanced journal entry.
Five CSV exports including QB journal-import format with Class tags per client. Post to any GL in seconds.
Add SaaS clients in seconds. Connect Stripe (coming soon) or import contracts manually. We generate revenue schedules automatically.
Standardized checklist for every client. Recognize revenue, run dunning, and reconcile AR across your whole book from one screen.
One-click CSV export of all journal entries, pre-formatted for QuickBooks import. Class-tagged per client.
"We were spending the first week of every month rebuilding revenue schedules in spreadsheets. Ledgerly compressed that into an afternoon."
— Hypothetical firm partner who hasn't tried it yet
(Real testimonials coming soon — we're onboarding our first design partners.)
See Ledgerly running on real data in under 10 minutes. No credit card, no installation.