Private beta · built inside an agency

From logged hour
to margin.
One ledger for your agency.

Ledgely pulls time from the trackers your clients make you use, routes every hour to the right budget, and shows you what to bill, what you owe your team, and what's left. Your team sees it too, so nobody is surprised by an overrun.

Request accessSee how it works

In beta. We onboard each agency by hand, under a short agreement.

Built inside a development agency in 2026. We've closed our own payroll and billing on it every month since March.

March 2026
in daily use at our own agency
7
time sources it reads from
Days, not weeks
to see a budget going negative
How it works

Four steps from a logged hour to a closed month.

Ledgely sits on top of the tools you already have. It never asks your team or your clients to switch.

  1. 01
    Connect

    Link the trackers your clients already make you use. Time syncs in every night, read-only. Nobody changes how they log hours.

  2. 02
    Route

    Every entry lands on the right budget on its own, by task, project or a rule you set. It's costed at the right pay rate and the right bill rate.

  3. 03
    Watch

    See pace against scope on every budget, margin per client, who's idle and what's about to run out. Your team sees the budgets they work on.

  4. 04
    Close the month

    Review timesheets, record the invoices you sent and the payments you made, and see what the month actually earned.

Product

Everything between the hour and the margin. In one place.

Ledgely is where you know what happened to every hour and every dollar. The money itself still moves in your invoicing tool and your bank.

Budgets

Budgets that match your contracts.

  • Retainers that carry unused hours over, prepaid deposits that draw down, fixed price with milestones.
  • Sub-budgets for one person or one slice of work, budgets on hold, and closed budgets that stay accurate.
  • Health you tune: warn when a budget runs 10% ahead of pace, flag it at 25%, call it idle after 7 quiet days.

Coming: budget alerts by Slack and email.

What you're owed

Never lose track of what you're owed.

  • A ready-to-invoice queue: which periods, milestones and prepaid balances are due for billing right now.
  • Record each invoice you send from your invoicing tool, tie it to a budget, and log payments as they land.
  • Outstanding, overdue, credits you owe a client and write-offs, per client, in one view.

Coming: Stripe sync, so the invoices you send land here on their own.

What you owe your team

Know what you owe your team.

  • Monthly payroll periods with timesheet review, revision history and corrections across closed months.
  • Loans, deductions, retainers, vacation and time off, all in the same payment ledger.
  • A portal where each person sees their hours, the budgets they're on and their payments, without asking.

Coming: QuickBooks vendor bills created from the payroll ledger.

Margin

See the margin while you can still act on it.

  • Revenue, cost and margin by client, project, budget type and person.
  • A monthly profitability trend and a revenue projection that flags which clients may not renew.
  • An audit log on every money change: who changed what, with the before and after.
Assistant

Ask Ledgely.

  • Ask in plain English: "Did Acme pay April?" or "Which budgets are past 80%?" The answer comes from your live data.
  • It sets things up too: clients, projects, budgets, rates, routing rules and tracker links, with your approval.
  • A month-end audit that finds hours parked on the wrong client and proposes the fix, one item at a time.
Integrations

Works with the tools your clients choose.

No renegotiating tool choices with clients. Ledgely reads from all of them, read-only.

Hubstaff
Everhour
Harvest
QuickBooks Online
Rize
Mission.dev
CSV and PDF import
Your client uses something else? Tell us which tracker when you request access, and we'll build the connector.

Your invoicing and payment tools stay where they are. Ledgely records what happened in them; it doesn't replace them.

Who it's for

Small agencies where everyone needs the numbers.

In a small agency the whole team has to know when a budget is running over. Ledgely shares the budget state instead of hoarding it, and keeps pay and bill rates for the people who need them.

Agency owner
Know your margin before the month ends.

Budget health, margin by client, which clients may not renew, and an assistant that answers from your live numbers.

Ops or finance lead
Close the month without the spreadsheet.

Timesheet review, the payroll ledger, invoice tracking and an audit log on every money change.

Your team
Know where you stand.

A portal with their hours, the budget they're on and whether it's running over, their payments and their time off.

What it replaces

Tools built for someone simpler than an agency.

01 · FRAGMENTATION
Five tools. Zero unified view.
Every client picks a different tracker, so your Fridays go to reconciling dashboards.
02 · BUDGET BLINDNESS
Fixed-price projects that quietly bleed.
You find out a project went over after it closes, when the invoice doesn't add up.
03 · CONTRACTOR CHAOS
Rates, carry-overs and loans in a spreadsheet.
Billing tools don't model mixed rates, roll-overs, forgiven hours or cash advances, so Excel becomes the truth.
04 · WORKLOAD BLINDNESS
Paying for four. One doing the work.
Nobody flags the contractor who logged 6 of 40 hours, or the work piling onto two people.
05 · RIGID STRUCTURES
Budget tools that don't fit how agencies work.
No task groups, no milestones, no per-project rates. The tool shapes your workflow instead of the reverse.
06 · MANUAL FIXES
No bulk actions. No carry-overs. No forgiveness.
Excusing hours after a dispute or rolling over a month means clicking every entry by hand.
"

I built Ledgely for my own agency. I used to find out a budget had gone negative weeks too late.

Now I see it in days. When I choose to go over for a client, it's a decision, not a surprise, and my clients see the same numbers I do.

Last year, every project where I lost money was fixed price. That doesn't happen quietly anymore.

Louise L.
Louise L. · Founder, Ledgely
Development agency owner · 8 years
Getting access

We onboard agencies by hand.

Ledgely is in beta, and every agency's setup is different. Instead of a sign-up form and a blank screen, we set it up with you.

  1. 1
    Request access
    Tell us about your agency and the trackers your clients use.
  2. 2
    Talk it through
    A short call to look at how your budgets and payroll work today.
  3. 3
    Sign and connect
    You sign a short agreement, then we connect your tools together.
The agreement covers
  • Beta terms: what's included while Ledgely is in beta.
  • How your data is handled, kept separate and deleted on request.
  • What pricing looks like once the beta ends.

We use this only to reply to you. See our privacy policy.

FAQ

Questions agencies ask first.

Does Ledgely send invoices?

No. You keep invoicing from the tool you use today. Ledgely tells you what's ready to bill, and tracks each invoice you send until it's paid. A Stripe sync is coming, so those invoices can land in Ledgely on their own.

Does Ledgely pay my team?

No. It works out what each person is owed, including loans, deductions and time off, and records what you've paid. The transfer itself happens in your bank or payout platform.

Does it change anything in my time trackers?

No. The sync is read-only. Ledgely never writes back to Hubstaff, Harvest or any other tracker.

Is my data kept separate from other agencies?

Yes. Every record belongs to your agency's account and is filtered by it. Two-factor sign-in is available, and you can require it for your whole team.

Is this monitoring my team?

No. Ledgely reads the hours people log, not their screens. It flags pace and quiet days so you can talk to someone early, not activity.

My client uses a tracker you don't support.

Import its export as a CSV or PDF today; the import reads the columns for you. And tell us which tracker it is: we build connectors on request.

How long does setup take?

We do it with you on a call: connect your trackers, link projects to clients and set up your first budgets. The assistant can do most of the clicking.

Know before
it hurts.

See every budget, what you're owed and what you owe, while there's still time to act on it.

Request access

In beta. We onboard each agency by hand, under a short agreement.