Ledgy

All about how to manage your Ledgy subscription

How to manage your billing and payments?

Learn how to grant temporary access to Ledgy's support team, retrieve or rotate your API key, connect to the Ledgy API, and delete your company account.

How to grant support access, manage your API key and delete your account?

Learn how to update your company name, address, website, industry, and corporate numbers in your Ledgy company or investment firm account.

How to update my company profile details?

Learn which email your stakeholders will receive when you invite them and how you can customise this email according to your requirements.

How do stakeholder invitation emails work?

Learn how to update your company's base currency and understand how this change affects your transactions.

How do I change the base currency of my company?

Manage access with default and custom collaborator roles

Automate user onboarding and offboarding by syncing Ledgy with your identity provider using SCIM integration

Set up SCIM for automatic user provisioning

Make logging in simple and secure for your team

Set up Single Sign-On (SSO) for secure authentication

Learn how to enable fractional shares in Ledgy to accurately represent equity with decimal values for your cap table.

How to enable fractional shares?

Learn how to request access to Ledgy's Trust Centre to review compliance certifications, security policies, and privacy documentation.

How do I access Ledgy's Trust Centre for security and compliance information?

Learn how to customise your company's session length to control how long users stay logged in before needing to re-authenticate.

How do I customise the session length for my company?

Stakeholder scenarios can be a helpful and engaging tool to show stakeholder how the value of their stake could evolve in the future.

How to set up Stakeholder Scenarios?

Enable bank account collection so stakeholders can submit payment information themselves, then review and export data from Ledgy's report.

How do I collect and manage stakeholder bank details?

Support Team

Javier Moisés Quirós

Frances Agoncillo

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