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?

Learn how to manage collaborator access in Ledgy, including default and custom roles and the cross-company management flow in Account Settings.

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

Frances Agoncillo

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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