--- title: Ledgy Reviews meta_title: 'Ledgy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 75 reviews by the users' company size, role or industry to find out how Ledgy works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 75 scale: '5' date_modified: '2026-08-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Ledgy Reviews **Vendor:** Ledgy **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 75 ## About Ledgy Stay compliant, save time and engage your team. Ledgy is the world's first unified platform for equity and executive compensation, built to take your company further. Turn time-consuming, manual processes into simple, automated workflows. Adapt Ledgy to your needs, update records instantly, and keep it working for your team in any country, at any time. With AI built into the core of the platform and 70+ HRIS integrations, your data stays accurate as you scale. Create simple, effective communications that bring equity to life for your people. Get set up quickly, and Ledgy is ready to deliver value, day in, day out. Ledgy is exactly what you need to drive greater efficiency and stay on top of compliance and risk, from first hire to IPO and beyond. It's the single source of truth that aligns every stakeholder, so you can achieve more and inspire positive change. Speak with an expert to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2 ## Ledgy Pros & Cons **What users like:** - Users commend Ledgy for its **exceptional customer support** , highlighting responsive assistance and comprehensive onboarding guidance. (5 reviews) - Users praise the **intuitive cap table management** of Ledgy, highlighting its flexibility and excellent support throughout the onboarding process. (2 reviews) - Users value the **extensive customization options** in Ledgy, allowing for tailored experiences and improved management. (2 reviews) - Users find the **intuitive interface** of Ledgy makes equity management easy and requires minimal training for employees. (2 reviews) - Users value the **exceptional support from Ledgy's team** , enhancing user experience through excellent training and management assistance. (2 reviews) - Users praise Ledgy for its **intuitive user interface** , enhancing the overall experience for participants and administrators alike. (2 reviews) - Users appreciate the **ease of use** of Ledgy, finding it intuitive and efficient for equity management. (1 reviews) - ESOP Management (1 reviews) - Flexibility (1 reviews) - Users appreciate the **easy integration process** with HR platforms, ensuring a smooth onboarding experience for all. (1 reviews) **What users dislike:** - Users experience **occasional technical issues** with Ledgy, but appreciate the team's quick resolution and dedication to improvement. (2 reviews) - Users report **complex reporting issues** in Ledgy, though the team responds quickly to resolve them. (1 reviews) - Though there are **customization limitations** , the team is supportive in finding workarounds and addressing feedback. (1 reviews) - Users report occasional **bugs** in Ledgy, wishing for more education resources for stakeholders about equity. (1 reviews) ## Ledgy Reviews ### 1. Solid equity management tool that keeps getting better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2026 **What do you like best about Ledgy?** From an employee’s perspective, the platform feels very intuitive. It makes it simple to track grants, stay on top of vesting progress, and sign documents digitally without any hassle. We don't use HRIS integrations yet, but the Google SSO option keeps access straightforward using work emails. From an administrative perspective, it provides a lot of useful features (documents management, tracking exercises and grants). Having grant tracking automated instead of relying on manual data entry gives me confidence that our records are clean and accurate. Support is consistently responsive, and they were particularly helpful when we had to update multiple transactiond. I especially appreciate how actively the team is working on ongoing product improvements. The good thing about the pricing is that it's flexible as it is linked to the stakeholder. **What do you dislike about Ledgy?** While the platform covers core workflows very well, some edge cases in equity modeling or custom reporting still require a bit of manual tweaking. Also, as the product evolves rapidly with new updates, the navigation can occasionally take a moment to get used to when a feature moves or changes layout. Nothing major or deal-breaking, but there's still room for small refinements as they scale the product. **What problems is Ledgy solving and how is that benefiting you?** Ledgy has been very proactive in helping us overcome these hurdles, setting up alignment calls to truly understand our challenges and take note of product improvements we need. Thanks to that feedback, they’ve implemented key features that simplified some complex admin workflows, like bulk editing transactions and handling stakeholder offboarding. Having a platform and a team that actively works to streamline these multi-step processes saves us significant time and gives us confidence that our equity records remain accurate and up to date. **Official Response from Valma Wenzl:** > Hi there, thanks for such a thorough review. Really glad grant tracking, digital signing and admin tools like bulk editing and offboarding are saving you time, and that our alignment calls are turning into features you actually needed. Noted on the edge cases and navigation, we'll work to keep improving this as we continue to scale. ### 2. Great customer support and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Mina A. | Sales Development - Enterprise (UKI & Northern Europe), Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about Ledgy?** Happy with the customer support, it does take time to set things up but great support along the way! I never used any technology for investor reporting before, but this one is pretty intuitive and easy to use whcih is great if you're not tech savvy like me :))) Have to say, saves so much time compared to excel spreadsheets **What do you dislike about Ledgy?** i guess the only thing i can think of at the moment is it does get a little buggy sometimes, but as i said customer support is great so normally resolve pretty quickly **What problems is Ledgy solving and how is that benefiting you?** Biggest thig is compiling all the data for reporting purposes can be a very tedious and long task, there is a lot of manual processes usually involved in getting things in a reportable format, whereas in Ledgy information is already presented in a very clear way and they have pre-set reporting that can be also tailored also to your specific needs. Overall, saves lots of time **Official Response from Karime Andere:** > Hi Mina, Thank you for your positive feedback! We're thrilled to hear that you find Ledgy easy to use and our customer support helpful. We appreciate your patience during the setup process and are glad to assist you every step of the way. We apologize for any inconvenience caused by occasional bugs. Our team is continuously working to improve the platform's performance and stability. If you encounter any issues in the future, please don't hesitate to reach out to us for a prompt resolution. It's great to hear that Ledgy has streamlined your investor reporting process, saving you time and effort. We're committed to providing a user-friendly experience and customizable reporting options to meet your specific needs. Thank you for choosing Ledgy! ### 3. A Comprehensive Equity Management Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Ledgy?** What I like best about Ledgy is how incredibly easy it is to use. The interface is super intuitive, making it simple to manage cap tables and stock options without feeling overwhelmed. The real-time updates are a game-changer, and it's awesome to have everything in one place, from investor reports to legal documents. Plus, their customer support is top-notch, always ready to help with any questions. **What do you dislike about Ledgy?** One thing I dislike about Ledgy is that it can get pretty pricey, especially for smaller startups. Sometimes the range of features feels a bit overwhelming, and it takes a while to get used to everything. Also, while their integrations are good, I'd love to see more options added. Lastly, occasional bugs can be a bit frustrating, though they usually get fixed quickly. **What problems is Ledgy solving and how is that benefiting you?** Ledgy solves the hassle of managing complex cap tables and employee stock options, which is a huge relief. It keeps everything organized and up-to-date, saving a ton of time and reducing errors. The transparency it provides helps keep employees and investors in the loop, making everyone feel more connected and informed. Overall, it takes the stress out of equity management and lets me focus on growing the business. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your positive experience with Ledgy! We're thrilled to hear that you find our platform easy to use and appreciate the real-time updates and customer support. We understand your concerns about pricing and the learning curve for our broad range of features, as well as the need for more integrations and occasional bugs. Your feedback is valuable to us, and will be shared with the team as we continuously work to improve our offering. We're glad to hear that Ledgy has taken the stress out of managing equity for you so you can focus on growing the business - that is our goal! If you need any further assistance, please feel free to reach out. Thank you for choosing Ledgy! ### 4. Diving into the Depths of Ledgy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Ledgy?** Ledgy is widely appreciated for its user-friendly interface and comprehensive feature set, making it a top choice for equity management. The platform offers seamless cap table management, employee equity plan administration, scenario modeling, and compliance reporting, all presented in a clear and intuitive manner. Implementation is straightforward, with the Ledgy team providing excellent support to ensure a smooth onboarding process. Customer support is a standout feature, with users frequently praising the team’s responsiveness and expertise. Many companies find themselves using Ledgy regularly to keep their equity structures organized and transparent. Its ability to integrate with various HR and accounting systems further enhances its value, streamlining workflows and maintaining data consistency. While it might lack some specialized advanced features, Ledgy's robust and well-rounded offerings make it an ideal solution for most startups and growing businesses. **What do you dislike about Ledgy?** While Ledgy is highly regarded, it does have some areas where users have expressed dissatisfaction. Some users find that the platform can be overwhelming initially due to the complexity of equity management, even though it's designed to be user-friendly. The learning curve can be steep for those unfamiliar with equity terms and processes. Although the implementation is generally smooth, a few users have encountered challenges with data migration and initial setup, requiring additional time and effort. While customer support is often praised, there have been occasional reports of slower response times during peak periods. The frequency of updates and new feature releases can sometimes lag behind user expectations, leaving some advanced needs unmet. Additionally, while Ledgy integrates well with many systems, certain integrations can be cumbersome or limited in functionality. Despite these drawbacks, Ledgy remains a strong choice, though there's room for improvement in these areas. **What problems is Ledgy solving and how is that benefiting you?** Ledgy proves invaluable in addressing several pressing challenges in equity management, thereby greatly benefiting my consulting practice. By automating cap table management, Ledgy ensures precise tracking of ownership structures and equity transactions, sparing us the errors and time constraints associated with manual spreadsheet management. Its robust compliance reporting capabilities ease the complexities of navigating legal and tax regulations, reducing the risk of non-compliance for both my clients and me. Through sophisticated scenario modeling, Ledgy empowers me to conduct comprehensive analyses and offer strategic insights, elevating the quality of my advisory services. Furthermore, its investor reporting functionalities foster transparency and collaboration in client relationships, facilitating smoother communication with stakeholders. Overall, Ledgy's efficiency, accuracy, and seamless integration with investor reporting contribute significantly to enhancing my productivity and effectiveness as a consultant, enabling me to deliver valuable strategic guidance to my clients with greater confidence and precision. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your detailed feedback on Ledgy! We're thrilled to hear that you appreciate our user-friendly interface, comprehensive features, and excellent customer support. We understand your concerns about the initial learning curve and challenges with data migration and will work with our CX and product team to improve these for you and future users. Please feel free to reach out to our support team for further assistance or to provide more feedback. Thank you for choosing Ledgy, we look forward to continuing to support you in the future! ### 5. User friendly interface **Rating:** 4.0/5.0 stars **Reviewed by:** Mustafa B. | ANALYST, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Ledgy?** 1) All in one place 2) User friendly 3) Trust worthy 4) Better management of cap table **What do you dislike about Ledgy?** 1) Its paid 😅 2) Historic database at initial screening **What problems is Ledgy solving and how is that benefiting you?** Fir me personally cap table management and employees engagement **Official Response from Karime Andere:** > Hi Mustafa, We're thrilled to hear you find Ledgy trustworthy, user-friendly and appreciate having everything in one place! We continuously strive to enhance our services and appreciate your feedback. If you have any further suggestions or questions, please feel free to reach out. We're here to assist you every step of the way! ### 6. Solid platform with helpful customer support **Rating:** 3.5/5.0 stars **Reviewed by:** Philipp P. | Group Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Ledgy?** It works. Flexible migration/importing of data, helpful support, easy to correct errors, improving automation/workflows. **What do you dislike about Ledgy?** Default reports could do with a little more thought. It took time to be able to export worthwhile cap tables into Excel. Could be more flexible in pool management, custom vesting schedules and growth shares. **What problems is Ledgy solving and how is that benefiting you?** Holds our cap table including options. Allows us to automate the creation and signing of documents. A significant time saver. **Official Response from Karime Andere:** > Hi Philipp, Thank you for your positive feedback and valuable insights on areas for improvement. We're glad to hear that Ledgy has been helpful in managing your cap table and automating document processes saving you significant time! We appreciate your suggestions regarding default reports, Excel exports, pool management, vesting schedules, and growth shares. We'll make sure to take your comments back to our product team so they can be taken into consideration for future updates. If you have any specific suggestions or further feedback, please feel free to reach out to your CX manager or our support team. We're here to support you every step of the way. ### 7. Ledgy review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2024 **What do you like best about Ledgy?** It is easy for reporting and communication. Data related to financial operations is kept confidential. I used to struggle to navigate easily when was just registering on the platform. **What do you dislike about Ledgy?** We tried to integrate it with Trello platform but it was not successful. **What problems is Ledgy solving and how is that benefiting you?** It helps to generate reports for investors so they stay up-to-date. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your feedback! We're glad to hear that you find Ledgy easy to use for reporting and communication. We apologize for any initial struggles you faced during registration and the unsuccessful integration with Trello. We appreciate your patience and feedback as we continuously work to improve our platform. If you need any assistance or have further questions, please don't hesitate to reach out. We're happy to help! ### 8. Ledgy Review **Rating:** 4.0/5.0 stars **Reviewed by:** Haris K. | FX sales Dealer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2024 **What do you like best about Ledgy?** Easy to use, user friendly, Customer support **What do you dislike about Ledgy?** Implementation at the begining was a bit challenging. **What problems is Ledgy solving and how is that benefiting you?** Shows everything on my dashboard **Official Response from Karime Andere:** > Hi Haris, Thank you for sharing your feedback! We're thrilled to hear that you find Ledgy easy to use and appreciate our customer support. It's also great to know that Ledgy's dashboard provides you with a comprehensive view of everything you need. We appreciate that implementation can be a bit challenging and will take this feedback back to our team to further improve our processes. If you have any further questions or need assistance, please don't hesitate to reach out. We're here to help! ### 9. No more spreadsheets and data errors! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Ledgy?** 1. Equity Management - eliminates manual tasks such as spreadsheet record-keeping and the manual issuance of equity grants. This is a massive change for all: Finance, managers and employees. The dashboards are exceptionally clear and user-friendly, leaving employees with no confusion about their vested options. 2. IFRS Reporting - this has revolutionised our reporting process. No more errors, clear and neat data with minimal input on our part. 3. Cap Table Management - while we're still in the initial stages of onboarding in this area, it's already evident that it will significantly reduce the time spent searching for historical data and streamline modelling for potential rounds. 4. Support - the onboarding process, as well as any additional support requirements, have consistently been efficient and hassle-free. Notably, Armon Battig, Michelle Chin, and Luke McGee have provided exceptional assistance, contributing to our great experience. **What do you dislike about Ledgy?** 1. Reporting - the platform's reporting currently lacks a filter functionality, which would undeniably save us a considerable amount of time. Currently, we need to export reports from Ledgy and combine them externally to achieve the desired outcomes. 2. Connection with HMRC and Companies House - we had anticipated that Ledgy would offer a direct connection to HMRC and Companies House (which we believed it did). Such integration would significantly streamline our regulatory compliance efforts. 3. Electronic signature parners - currently, Ledgy exclusively integrates with DocuSign, making it the sole choice for maximizing efficiency. However, it's worth noting that if you haven't subscribed to DocuSign already, this entails an additional cost, particularly since DocuSign lacks cost-effective packages for small businesses. **What problems is Ledgy solving and how is that benefiting you?** 1. Equity Management: * Record-keeping of current and historical data * Issuing grants * Managing grant exercises 2. Cap Table Management: * Record-keeping of current and historical data * Modelling of data * Issuing share certificates 3. Compliance: * HMRC valuations * HMRC reporting * IFRS2 reporting (External Audit assistance) Ledgy is a time-saving tool that enables us to operate in a well-organized and error-free environment. **Official Response from Karime Andere:** > Hi there, Thank you for sharing your detailed feedback on Ledgy! We're thrilled to hear that our equity management, IFRS Reporting, and support have made such a positive impact on your operations enabling you to have error-free data. We appreciate your shoutout to our team and will make sure this gets back to them as well! When it comes to the lack of filter functionality: good news, this has since been added! We appreciate your suggestions around the integration with HMRC and Companies House, and the exclusive integration with DocuSign. Your feedback is valuable, and we will share it with our product team for consideration. We are committed to continuously improving Ledgy to better meet your needs. If you have any further suggestions or require assistance, please don't hesitate to reach out to your CX manager or our support team. Thank you for choosing Ledgy to streamline your equity management and compliance processes! ### 10. Great cap table management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Nicolas C. | Conseiller en transmission d'entreprise, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2022 **What do you like best about Ledgy?** Ease of use Integration with HRIS system Workflow management **What do you dislike about Ledgy?** Interface sometimes complicated to interpret **What problems is Ledgy solving and how is that benefiting you?** Management of the incentive plan, cap table, communication to shareholders ### 11. great overview, still missing some features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **What do you like best about Ledgy?** Adding financing rounds and CLA, sending out documents and e-signature **What do you dislike about Ledgy?** sometimes not so user friendly to add transactions; not every aspect covered (many esop possibilities which is hard to cover all) **Recommendations to others considering Ledgy:** try out **What problems is Ledgy solving and how is that benefiting you?** tracking transactions and have a second source of information **Official Response from Ermias Giovanni:** > Thank you for your review, Please feel free to reach out to us so we can schedule a personal demo and walk you through maximizing Ledgy for your needs. ## Ledgy Discussions - [What is Ledgy used for?](https://www.g2.com/discussions/what-is-ledgy-used-for) - [View Ledgy pricing details and edition comparison](https://www.g2.com/products/ledgy/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+21%3A31%3A26+-0500&secure%5Bsession_id%5D=03b87cb2-46a4-4b31-ba78-35736ba35d0c&secure%5Btoken%5D=c84abe151dd81921f15be6eca04cfc107edc4eec2b4a24dd9f9f135e87173221&format=llm_user) ## Ledgy Integrations - [Airwallex](https://www.g2.com/products/airwallex/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [CharlieHR](https://www.g2.com/products/charliehr/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - [Humaans](https://www.g2.com/products/humaans/reviews) - [Lucca](https://www.g2.com/products/lucca/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [Personio](https://www.g2.com/products/personio/reviews) - [Skribble](https://www.g2.com/products/skribble/reviews) - [Workday](https://www.g2.com/products/workday-workday/reviews) ## Ledgy Features **Platform Basics** - Reporting - Investor Reporting **Plan Management - Stock Plan Administration** - Document Management - Trading & Settlement - Equity Compensation - Cap Table - Workflows **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard - Activity Dashboard **Compliance - Stock Plan Administration** - Security - Tax **Platform Content** - File Sharing **Employee Self-Service - Stock Plan Administration** - Documents - Education **Platform Additional Functionality** - Cap Table - 409a - Public Equity **Analytics & Data Management - Stock Plan Administration** - Integration - Reporting **Agentic AI - Equity Management** - Autonomous Task Execution **Additional Functionality** - Audit Management - Vesting Management - Workflow Management - Forecasting - Alerts/Notifications - Audit Trail - Performance Metrics - Portfolio Management - CRM - API - Third-Party Integrations - Scenario Planning - AI Copilot - Grant Management - Compliance Management - Financial Analysis - Multi-Currency - Financial Modeling - Financial Management - Real-Time Data - Transaction History - Role-Based Permissions - Deal Management - Generative AI - Document Management - Valuation Management - Customizable Reports - Real-Time Analytics - Document Storage - Client Portal - Reporting & Statistics - Activity Tracking ## Top Ledgy Alternatives - [Certent](https://www.g2.com/products/certent/reviews) - 4.4/5.0 (116 reviews) - [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) - 3.8/5.0 (32 reviews) - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews)