Equity Plan Management Software for Automation | Ledgy
State of Equity
2026
Report
Reduce admin and save time with equity plan automation
Ledgy takes your team further. With simple automations you can put your equity workflows on autopilot freeing your people to add value where it counts.
Trusted by the worlds best teams
Automate your equity from onboarding to offboarding
Manage data at scale
Leverage the power of 70+ HRIS integrations to keep large volumes of data accurate. With Ledgy’s custom fields, you can sync exactly what you need in one click. Real-time status tags help you understand which actions are outstanding for leavers and new joiners alike.
Expand ESOP across teams and borders
Automate your granting, document and signature workflows in bulk to make expansion easy. Keep track of all international grant types accurately, with your choice of currencies. Switch up vesting schedules for different groups, or create custom vesting to reflect your needs.
Communicate clearly and intuitively with employees
No more back-and-forth between platforms to handle employee queries. Make equity easy to understand, take care of the team’s questions, and share real-time updates with the company on Ledgy.
Automate your equity now
Let’s schedule a demo to discuss how you can manage equity at scale with Ledgy
Modern features for modern teams
70+ HRIS integrations
Seamless and accurate employee data management, in a couple of clicks.
Automated granting
Set up rules to determine which stakeholders automatically receive grants when HRIS syncs.
Bulk document automation
Create hundreds of error-free documents, send them all out to get signed digitally and find them attached to the each corresponding transaction
International equity plans
End-to-end exercising
Automate granting flows through automation rulesand trigger them on HRIS sync
And much more
- DocuSign integration
- Offboarding automation
- Custom role-based access control
- SAML SSO
Why our customers love us
Revolut x Ledgy
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Motorway x Ledgy
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Climework x Ledgy
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DeepL
"With Ledgy we can manage our equity at scale from one source of truth that we know is accurate. It works for us and our employees, but also for our auditors.”
Markus Harder
CFO at Deepl
Personio
“With Ledgy, we now found an employee-friendly and multi-departmental tool that accurately manages all aspects of our equity.”
Ann-Sophie Manzeschke
Reward Manager at Personio
Flock
“You can get stuff done with Ledgy. That’s what I love about it.”
Ed Leon Klinger
Co-founder and CEO at Flock
Faculty
"For the documents we had in Ledgy, it took about 25 minutes. For the ones we hadn't yet migrated from our old platform, it was six or seven hours per person. That is a real, tangible impact."
Jack Stanley
Finance Director at Faculty
Revolut
"We had our largest H1 equity grant only two weeks ago. Over 7,000 awards to about 4,000 employees, and we only received about 20 queries. An absolutely massive reduction."
Aaron Hayes
Senior People Partner at Revolut
Neural concept
“Finance, HR, top management, founders and employees can now all rely on the same cap table without thinking twice.”
Deniz Onmus
Group Finance and Transformation Manager at Neural Concept
How will you use Ledgy?
For public companies For private companies
Manage share plans efficiently
Run best-in-class share plans at scale with automated workflows.
Streamline participant trading
Make trading a frictionless experience for participants and admins alike.
Stay compliant globally
Stay error-free, get IPO-ready and go global with confidence.
Make reporting a breeze
Meet your deadlines with instantly generated financial reports you can trust.
Simplify your employee communications
Keep participants informed with user-friendly dashboards.
Automate your equity
Streamline equity workflows and save your team valuable time.
Discover Equity Plan Automation
Prepare for your IPO
Seamlessly transition from private to public with expert support.
Clean up your cap table
Turn your cap table into a strategic asset – accurate and intuitive, every time.
Streamline your valuations
Get accurate and audit-ready valuations from market-leading experts.
How will you use Ledgy?
Equity Plan Automation
Streamline equity workflows and save your team valuable time.
Employee Engagement
Bring equity to life with intuitive dashboards for the whole team.
Compliance
Stay error-free, get IPO-ready and go global with confidence.
Cap Table Management
Turn your cap table into a strategic asset – accurate and intuitive, every time.
Financial Reporting
Meet your deadlines with instantly generated financial reports you can trust.
Read more about equity plan automation:
AI in equity management: who stays in control?
AI
August 25, 2026
The Guide to Enterprise Management Incentive (EMI) Schemes
AI
April 6, 2026
What is deferred compensation? A guide for UK businesses
AI
March 24, 2026
Fast and easy migration with Ledgy experts at hand
We’re committed to providing the best experience for your team, from beginning to end. With our onboarding and product experts there every step of the way, you can trust that your data migration will go smoothly - improving your data accuracy and allowing you to get the most out of Ledgy from the start.
Migration on Ledgy’s Enterprise plan takes weeks, not months, with four main stages:
Set up
After signing, our team sets up your account and goes through your onboarding plan with you.
Data & document extraction:
Our team works off of your current solutions to extract the data and documents needed.
Import
Our team imports your data and documents to Ledgy, cross-checking details with you along the way.
Data validation
Once the data migration is finalised, you get to go through and validate our team’s work to ensure data is correct and meets your expectations.
Frequently Asked Questions
What is equity plan automation?
Equity plan automation is a modern approach to managing equity plans that simplifies stakeholder data, documents and signatures, onboarding, offboarding, and information sharing with employees and stakeholders.
What types of equity plans can Ledgy automate?
Ledgy supports a wide range of equity plan types, including ESOP, VSOP, LTIP, EMI, CSOP, RSUs, options, warrants, growth /hurdle shares, BSPCE, SARs, STAK, and more.
Can Ledgy be used to manage global equity plans?
Yes, Ledgy supports international equity plans by catering to multiple security types and currencies, making it straightforward to roll out equity to team members wherever they are located.
How does Ledgy integrate with HR systems?
Ledgy connects with 70+ HRIS integrations, automatically syncing data between systems so that changes in one platform are reflected in Ledgy, reducing manual errors and creating a single source of truth.
How does Ledgy handle document creation and signing?
Ledgy's bulk document automation lets you create hundreds of error-free documents, send them for digital signature, and automatically attach them to the corresponding transactions.
How does Ledgy help communicate equity to employees?
Ledgy provides employees with their own intuitive dashboards so they can see their stake in the company, reducing back-and-forth queries and keeping the whole team informed with real-time updates.
How secure is Ledgy's equity plan automation software?
Ledgy uses encryption at rest and in transit, stores all data on secure servers in Switzerland with GDPR compliance, and holds a SOC2 Type 1 certification.
How much does Ledgy cost?
Pricing depends on your company size and the features you need. You can explore Ledgy's plans on the pricing page or schedule a demo with a product expert to find the right fit.
Let us show you more
Let’s schedule a demo to discuss your needs and show you how Ledgy solves them.