Product tour

Welcome to Ledgerly.

Ledgerly is designed to make managing your self‑employed finances simple, organised, and stress‑free. You get clear tools to track income, expenses, and invoices — all in one place.

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ledgerly.app · AI in action
You

What is this £8.45 charge?

Ledgerly AI

That's Pret a Manger — looks like a client lunch. Food & Dining.

Categorised & saved
Cashflow insight

Your income is up +18% this month — mainly from your design retainer. Expenses are steady. Net is looking healthy.

Income
£8.4k
Expenses
£1.2k
Net
£7.2k
Trending up
AI Live
Step 01

Create & send invoices easily

Generate professional invoices in seconds. Track when they're viewed, paid, or overdue. Ledgerly helps you stay organised without the hassle.

Invoice
INV‑00021
Paid
Northwood Studios
£2,400.00
Brand design — March
Step 02

Track your expenses automatically

Upload receipts or add expenses manually. Ledgerly helps you categorise your spending so you always know where your money is going.

Scanning…
MerchantPret a Manger
Date12 Feb 2026
Amount£8.45
Suggested category Food & Dining
Step 03

Smart AI categorisation

Ledgerly's AI can assist with sorting your transactions into categories. You stay in control — AI suggestions are optional and can be reviewed or edited anytime.

Adobe Creative Cloud Software & Tools
Train to Leeds — work trip Travel
Office chair Equipment
You can accept, edit or ignore every suggestion.
Step 04

Clear dashboard insights

See your income, expenses, and trends at a glance. Ledgerly gives you simple visuals to help you understand your financial picture.

Income
£8,420
Expenses
£1,210
Profit (this month)
£7,210
Indicative figures — not tax advice
Step 05

Secure document storage

Keep invoices, receipts, and financial documents safely stored and easy to find — all in one place.

Secure documents
  • INV‑00021.pdfInvoice
  • Receipt — Pret.jpgReceipt
  • Contract — Northwood.pdfContract
Step 06

Stay organised all year

Ledgerly helps you stay on top of your finances with reminders, summaries, and simple tools that support your workflow.

Friendly nudge sent
INV‑00018 · Acme Ltd · 5 days overdue
"Hi! Just a small reminder that invoice INV‑00018 (£950) was due last week. No rush, but a quick payment would be lovely — link below."
Step 07

You're always in control

Ledgerly does not provide tax or financial advice. You review and approve all data before using it for any financial decisions.

You stay in control
  • Review every AI suggestion
  • Edit or override at any time
  • Export all your data, anytime
Step 08

Need help?

Our AI support is available 24/7, with human review when needed. See our Support Policy for details.

Support, 24/7
AI‑assisted · Human‑reviewed
Need a hand? Ask Ledgerly’s assistant any time — and we’ll loop in a human reviewer for anything sensitive.
Compliance disclaimer

Ledgerly provides tools to help you organise your financial information. Ledgerly does not provide tax, legal, or financial advice. Users are responsible for reviewing and verifying their own financial data.

Read our full Terms & Conditions.

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