Financial Reporting Software for Equity | Ledgy

Stay audit-ready and save time with robust financial reporting

Ledgy takes the pain out of audit season. Instantly generate financial reports for your equity plans, with custom reporting intervals, valuation methods and more. Take charge of your data, access industry-leading expert support and help audits run smoothly.

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Generate audit-ready financial reports instantly

Flexible financial reporting

Select your ideal financial reporting settings, including custom overrides and preferred aggregate grouping, making reports that work for your business. Ledgy’s financial reporting suite is built to flexibly accommodate your company’s exact accounting requirements.

Prepare for audits easily

Generate a broad suite of financial reports instantly to account for equity under IFRS 2, UK GAAP or US GAAP, with tranche-level details in one click. Disclosure reports provide supporting information to help readers understand share-based payments over a given period.

Controlled and trustworthy financial reporting

Find all the data you need, fast. Control who can access financial reporting to collaborate securely across teams. Ledgy’s modern financial reporting platform is intuitive and self-serve complemented by best-in-class experts to assist you when needed.

Make financial reporting a breeze

Let’s schedule a demo to discuss how you can transform your equity and financial reporting with Ledgy

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Modern features for modern teams

UKGAAP / FRS 102

Account for your equity compliantly under FRS 102 Section 26 with an instantly generated expense report.

USGAAP / ASC 718

ASC 718-compliant reports in one click: adjust your settings to account for linear amortisation methods and optional forfeiture rates.

IFRS 2 expensing

Generate instant expense calculations with tranche-level details compliant under IFRS 2. Select your preferred valuation, amortisation, forfeitures, aggregate groupings and accounting overrides.

Disclosures reports

Help readers understand the extent of share-based payment arrangements for the period with supporting information in one-click disclosures reports.

DTA reports

Use expense calculations as an input to generate your Deferred Tax Assets (DTA) report, an important component of the IAS 12 standard.

And much more

Custom accounting settings

Offboarding automation

Custom role-based access control

Historical forfeiture rate reports

Customer stories

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

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"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

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“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

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“You can get stuff done with Ledgy. That’s what I love about it.”

Ed Leon Klinger

Co-founder and CEO at Flock

Faculty

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"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

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"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

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“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?

Share plan admin

Manage share plans efficiently

Run best-in-class share plans at scale with automated workflows.

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Trading & Settlement

Streamline participant trading

Make trading a frictionless experience for participants and admins alike.

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Equity compliance

Stay compliant globally

Stay error-free, get IPO-ready and go global with confidence.

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Financial reporting

Make reporting a breeze

Meet your deadlines with instantly generated financial reports you can trust.

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Employee communication

Simplify your employee comms

Keep participants informed with user-friendly dashboards.

Employee Communication

Equity plan automation

Automate your equity

Streamline equity workflows and save your team valuable time.

Discover Equity Plan Automation

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.

Want to learn more about Ledgy’s financial reporting capabilities?

Understanding IFRS 2 Share-Based Payment Accounting

Private company

July 27, 2023

Business Valuations: Methods, Examples & How-To Guide

Private company

December 13, 2023

Accounting for equity when going global: implications for US GAAP and IFRS 2

Private company

February 8, 2024

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 accounting standards does Ledgy's financial reporting support?

Ledgy supports IFRS 2, UK GAAP (FRS 102 Section 26), and US GAAP (ASC 718), allowing companies to generate compliant expense reports under whichever standard applies to them.

Can Ledgy generate audit-ready reports instantly?

Yes, Ledgy lets you generate a broad suite of financial reports in one click, including tranche-level details and disclosure reports that provide supporting information for auditors.

What is a Deferred Tax Assets (DTA) report and does Ledgy support it?

A DTA report is an important component of the IAS 12 standard, and Ledgy can generate one by using your expense calculations as an input.

Can I control who has access to financial reporting data in Ledgy?

Yes, Ledgy includes custom role-based access control so you can collaborate securely across teams while keeping sensitive financial data protected.

How flexible is Ledgy's financial reporting configuration?

Ledgy lets you select custom reporting intervals, valuation methods, amortisation methods, forfeiture rates, aggregate groupings, and accounting overrides to match your company's exact requirements.

Does Ledgy provide expert support during audits?

Yes, Ledgy combines a self-serve platform with best-in-class expert support, and customers have reported that Ledgy's calculations have been confirmed by auditors and have significantly reduced the time needed to provide underlying audit detail.

How long does data migration to Ledgy take?

For Enterprise plan customers, migration typically takes weeks rather than months and follows four stages: account setup, data extraction, import, and data validation, with Ledgy's team guiding you throughout.

State of Equity

2026

Report

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