Know today
Safe to Spend separates selected cash from the reserves and commitments you choose to protect.
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UK bookkeeping that looks ahead
Bookkeeping built for where you’re going, not just where you’ve been.
Understand your money today. Prepare your business for what comes next.
No card requiredSet up in minutesBuilt for UK businesses
30-day free trial · £9.99/month after trial · invoicing · expenses · payroll tools · accountant access
LedgerlyPro
12-second illustrative demonstration. Planning figures depend on the records and settings you provide.
Plan your next move
Mortgage Readiness organises income evidence, deposit goals and document preparation.
Keep cash moving
Payment Rescue helps you review overdue invoices and send the right follow-up yourself.
What LedgerlyPro does
Straight answers for UK businesses comparing cloud bookkeeping software.
What is LedgerlyPro?
LedgerlyPro is cloud bookkeeping software built for UK sole traders, freelancers and small businesses. It helps users manage invoices, expenses, customers, suppliers and tax-ready records in one online workspace, with AI-powered support and accountant access.
Who is LedgerlyPro for?
LedgerlyPro is designed for UK sole traders, freelancers, contractors, small business owners and accountants who want bookkeeping to feel simpler, clearer and easier to review before tax deadlines or client handover.
Does LedgerlyPro need to be downloaded?
No desktop install is required. Users can sign in through a browser, and the LedgerlyPro iPhone app is available for mobile receipt capture, invoice chasing and quick daily reviews. Android is coming soon.
How does LedgerlyPro help with tax-ready records?
LedgerlyPro keeps income, expenses, receipts and summaries together so users can review records before Self Assessment, VAT or accountant checks. It helps with planning and organisation, but final submissions should always be reviewed.
Mobile app
Run LedgerlyPro from your phone
Capture receipts, import supported statements, review Safe to Spend and Payment Rescue, and keep the same records synced with your web workspace.
Android coming soonCapture on the move
Scan receipts, add expenses and keep missing evidence under control.
Review daily actions
See what needs chasing, checking or saving before it becomes admin pile-up.
Ledgerly Loop
One link from invoice to answer to cash.
Customers can approve an invoice, promise a payment date, raise a precise dispute, ask a question or pay—without creating an account. Every response becomes a clear timeline for you and your accountant.
No customer loginStructured payment promisesDisputes caught earlyAccountant-ready history
Invoice INV-1042
What happens next?
£2,480
Approve invoice
Promise payment
Raise a dispute
Ask a question
Explicit actions only. LedgerlyPro never sends or changes an invoice without a person choosing to do it.
Product
The finance workspace UK small businesses actually use.
Eight focused areas. No endless homepage feature dump.
Safe to Spend
Turn your latest business balance into a cautious planning figure after estimated tax, VAT and upcoming commitments.
- Business Balance
- Protected reserves
- Coming Up
Mortgage Readiness
Organise self-employed income evidence, deposit goals, trends and documents before speaking with a mortgage adviser.
- Evidence checklist
- Deposit planning
- Reviewable scenarios
Payment Rescue
Prioritise overdue invoices and prepare the right follow-up while you stay in control of every message.
- Urgency ranking
- Reviewable chase drafts
- Consistent history
Controlled Statement Import
Upload supported bank statements when you choose, refresh your balance and review suggested transaction categories.
- No banking password
- Duplicate safeguards
- Human review
Money
£12,480 revenue
£3,920 expenses
Tax
£1,712 set aside
VAT records ready
Payroll
8 employees
£18,240 gross pay
Projects
14 active jobs
£4,820 margin
AI
5 suggestions
2 risks flagged
Preview
One product, organised by the work you do.
Invoices & Quotes
Create, send and track client paperwork in one clean flow.
Learn moreExpenses & Receipts
Capture spending, attach receipts and keep records organised.
Learn moreTax & HMRC
Prepare VAT MTD and Self Assessment records for review.
Learn morePayroll
Build payslips, employee records and monthly summaries.
Learn moreMileage
Track business trips with UK mileage calculations.
Learn moreProjects
See income, costs and profit by job or client project.
Learn moreAI Bank Statements
Upload a statement and let AI organise business expenses without connecting your bank.
Learn moreAI Finance Coach
Ask plain-English questions and review AI-drafted finance actions.
Learn moreEverything in one place
One calm workspace. The whole loop.
LedgerlyPro stitches receipts, bank activity, invoices, payroll, mileage, projects and tax records into a single quiet workflow. Snap, send, review and export — no spreadsheet sprawl, no juggling apps, and clearer records for HMRC deadlines.
For you
Less admin
Upload a bank statement and AI organises business expenses alongside receipts, invoices, mileage and projects — you stay in control.
For your books
Always tidy
Categorised, tagged, dated and ready to review before any HMRC submission.
For your accountant
Review-ready exports
Customers, suppliers, payroll summaries, mileage and accountant packs in one place.
AI support that stays reviewable.
Get categorisation help, finance explanations and invoice chase drafts without handing over final decisions.
Expenses & Receipts
Capture spending, attach receipts and keep records organised.
People
Keep customers, suppliers, teams and accountants connected.
AI Finance Coach
Ask plain-English questions and review AI-drafted finance actions.
AI suggestions may not always be accurate. LedgerlyPro does not provide tax, legal, or financial advice — always review with a qualified accountant or HMRC for decisions that affect your money.
Built for the UK
Designed around how UK small businesses work.
UK tax workflows
Keep VAT MTD, Self Assessment and mileage records structured for review before using them.
Learn moreAccountant-ready records
Share cleaner invoices, expenses, payroll summaries and supporting documents with your accountant.
Learn moreEveryday bookkeeping made simpler
One calm workspace for invoices, receipts, projects, people and finance questions.
Learn more— Evaluate a move
Bring supported records from another accounting platform.
Using Xero, QuickBooks, FreeAgent or another tool? Check the supported CSV and Excel formats, then review imported invoices, expenses, customers, suppliers and transaction records.
- Controlled Statement Import included
- Automatic field mapping — no setup
- AI categorises every transaction
- Roll back any import in one click
Free 30-day trial · No card required · Imports included on every plan
Switching from
XeroQuickBooksFreeAgentSageWaveCrunch...or any CSV
Upload your export
CSV or Excel
Auto-mapped & AI-categorised
No manual tagging
Ready to use
Categorised, searchable, tax-ready
Built on trust
We don't reinvent trust.
We integrate with the best.
LedgerlyPro keeps integrations practical and review-led — AI stays backend-only, billing runs through Stripe, and core records remain under your control.
Imports
Records workflowControlled Statement Import and receipt uploads help keep business records organised for review.
OpenAI
AI supportOptional AI supports categorisation, explanations, summaries and review-led suggestions. Normal bookkeeping remains available without it.
Stripe
PaymentsStripe handles subscription billing and payment links where configured. LedgerlyPro never stores card details.
Resend
Email deliveryInvoice and accountant emails delivered with DKIM, SPF and DMARC — built for trust.
Controlled Statement ImportUK GDPR controlsHTTPS everywhereEncrypted recordsStripe PCI Level 1
Security
Your data, protected.
Encryption
All data encrypted in transit and at rest.
Secure servers
UK / EU hosting with daily backups.
Access controls
Role-based access; staff cannot see your books.
Regular audits
Continuous security review and dependency monitoring.
Explore
Popular pages
Pricing
One plan: £9.99/month with a 30-day full-access free trial.
Create free account
No card needed. Takes under 60 seconds.
AI bookkeeping
AI finance support, receipt guidance and review-led insights.
Controlled Statement Import
Import supported statements when you choose and review suggested categories.
Safe to Spend
See a cautious planning figure after protected reserves and upcoming commitments.
Mortgage Readiness
Organise self-employed income evidence, deposit goals and documents.
Payment Rescue
Prioritise overdue invoices and review the right follow-up.
Product tour
See LedgerlyPro's connected bookkeeping workspace.
FAQ
Frequently asked questions.
Quick answers to the things people ask before signing up.
LedgerlyPro is a calm, AI-assisted bookkeeping workspace for UK sole traders, freelancers and small businesses. It connects everyday records with Safe to Spend, Mortgage Readiness and Payment Rescue while keeping important decisions reviewable.
LedgerlyPro is built for sole traders, freelancers, side‑hustlers, and small businesses. Every feature is included in one Premium plan.
No. LedgerlyPro uses plain English, guided workflows and reviewable AI suggestions. You remain in control of your records.
No. LedgerlyPro is a UK-first finance workspace covering invoices, quotes, expenses, Controlled Statement Import, receipt uploads, customers, suppliers, projects, mileage, payroll summaries, tax record preparation and AI finance support.
Yes. LedgerlyPro includes customer and supplier directories so invoice, expense and contact records stay connected.
Yes. Team workspace access is included during the full-access trial and with Premium. Accountant access and exports help you share tidy records for review.
Still have questions? Email support@ledgerlypro.co.uk
Product
Software
LedgerlyProBookkeeping That Thinks
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