SoftLedger

SoftLedger provides real-time visibility to critical financial data.

Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.

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Contact SoftLedger

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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets SoftLedger apart?

"Every company should be able to access their financial data faster. That belief is why we set out to build SoftLedger - the modern, real-time accounting software platform."
Ben Taylor

Product

Get an overview of what SoftLedger does.

Main Tasks

  • Accounting
  • Consolidated Reporting
  • Data
  • Institutional Investor
  • Data Aggregation
  • Portfolio Management
  • API
  • OEM software and licensing

Top features

  • Ability to Whitelabel
  • Full Multi-Currency Support
  • Custom Reports
  • Custom Development Service
  • Banking Providers
  • Transparency
  • Proven Agility

Assets supported

Alternatives

Whitelabel

Yes

Type Of Software

SAAS

Integrations

  • Auth0
  • Plaid
  • Vezgo
  • Postmark
  • Expensify

Mobile App

No

Type of data

Transaction level

Accuracy

Internal controls, we had a SOC 1 type 2 audit completed to verify our controls are working effectively.

Custodians

50+

Time to new custodian

Depending on clients needs

Multi-currency

  • Users can set multiple base currencies
  • Based on transaction data
  • Users can separate holding level gain/loss from currency gain/loss

Cost structure

  • Seat-based (per named user)
  • Transaction use based (per transaction)

Average cost p.a.

  • SMB: Starting at $979/month
  • Enterprise: Custom Pricing
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Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

11-50

Founded

2016

Ownership

  • Owned by management
  • External investors

Incorporated

United States of America

Top markets

  • United States of America
  • United Kingdom
  • Hong Kong
  • Australia
  • Singapore

Focus

Single family offices

Serves also

  • Multi-family offices
  • Exchange platforms
  • Software and technology providers

Available upon request.

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What clients say about SoftLedger?

"We have many issues with our other systems, but SoftLedger has been perfect."
Financial director

Support & Services

Learn what support and services you can expect

Added Services

Software development

Support options

Dedicated contact
General contact mail or phone

Pricing of support

Based on SLA
Free support

Onboarding

4-6 weeks

Bespoke development

We consider non-recurring engineering projects on a case by case basis. Typically we'll take this on if these projects are aligned with our product roadmap.

Wondering how SoftLedger compares to other companies?

Simple solutions for complex times.