Press room

LedgerlyPro company and product information.

Accurate, quotable information for journalists, directory editors, accountants and potential partners.

Media-friendly description

LedgerlyPro is a UK bookkeeping platform for sole traders, freelancers and small businesses. It combines invoices, quotes, expenses, receipts, mileage, supported bank-statement imports, payroll records and secure collaboration with cash-flow and planning tools. Margaret provides reviewable bookkeeping and cash-flow assistance, while users remain in control of their records and decisions.

LedgerlyPro does not replace an accountant, automatically file taxes or claim HMRC submission capability before the relevant approval and integration are available.

Company facts

Company
LedgerlyPro
Founder
Adam Parast
Market
United Kingdom
Customers served
Sole traders, freelancers and small businesses
Product category
Bookkeeping and cash-flow assistance
Platforms
Web, iOS and Android

Founder story

Founder Adam Parast started LedgerlyPro to give UK sole traders and small businesses a calmer way to organise records and understand day-to-day cash flow. The product is shaped around plain language, visible assumptions and user review rather than opaque automation.

Read the full company story

How Margaret is described

Margaret is LedgerlyPro's bookkeeping assistant, offering supportive bookkeeping and cash-flow assistance. Suggestions are reviewable and do not replace an accountant, provide guaranteed financial advice or automatically file taxes.

Key product features

Everyday bookkeeping

Invoices, quotes, expenses, receipts, mileage and customer or supplier records.

Cash-flow assistance

Safe to Spend, upcoming commitments and reviewable planning information.

Business planning

Mortgage Readiness and Payment Rescue support preparation and follow-up workflows.

Secure collaboration

Up to 10 team members with individual logins and owner-controlled access.

Accountant Access

A separate read-only link controlled by the business owner.

Margaret

Supportive, reviewable bookkeeping and cash-flow assistance.

Useful links for coverage