The Ask Ledgy AI Agent helps me pull data quickly for ad hoc requests and makes complex cases easier to understand. The user interface is intuitive and easy to use, and compared to other platforms, my onboarding was much faster. Ledgy's speed is notable -- it takes almost no time to update stakeholders, equity plans, and documentation at scale. My Customer Success Manager has also been very supportive in helping me get the most out of the platform, and I’ve been able to stay up to speed on the latest features Ledgy has introduced. Overall, I’ve enjoyed the user interface and feel confident in Ledgy's ability to support unique cases within a complex, evolving equity setup. Review collected by and hosted on G2.com.
When I’m sorting data, the automatic clustering can be confusing at times, and it often feels unnecessary. Review collected by and hosted on G2.com.
Hi there, we're glad to hear the Ask Ledgy AI Agent is speeding up your ad hoc data pulls, and that onboarding and updating stakeholders and equity plans at scale has been fast compared to other platforms. We love to hear that your CSM has kept you up to speed on new features too!
Appreciate the feedback on automatic clustering when sorting data, we'll look at making that clearer. Thanks for taking the time to review Ledgy!