Concierge AR for net-30 teams
Late invoices,handled.
Ledgerly is the polite, slightly-too-organized friend who actually remembers to follow up on your overdue invoices — so you stay the talent, not the nag.
- No software to switch
- You approve every send
- Month-to-month
The loop
The problem
Chasing invoices is the easiest thing on earth to postpone.
For small agencies, AR lives in the cracks: the founder thinks the bookkeeper sent it, the bookkeeper thinks the account team did, and the invoice quietly sits in QuickBooks growing a week older. Friday comes. Nobody emailed anyone.
Ledgerly keeps the cadence
- Polite, branded reminders
Sent on a schedule you approve.
- Reply and delivery visibility
Replies and send activity are logged for review.
- Weekly report preview
Status and invoice movement in one in-app view.
- Tone you control
No collections language, no escalation by surprise.
How it works
Five steps, one weekly summary.
Concierge-first. No accounting-software switch. You stay in control of every message.
- 01Review a CSV export
Start with an AR aging export from the system you already use. Sample data works for a first look.
- 02We flag what needs a nudge
Overdue, near-due, and quietly-stalled invoices in one tidy queue.
- 03You sign off on the tone
Reminders go out only after a thumbs up. Never in your name without you.
- 04Replies stay visible
Logged reply and delivery activity helps you decide what needs follow-up.
- 05You review a weekly report
An in-app preview shows what changed, what needs review, and what still needs attention.
What we handle
A small, sharp toolkit for the part you keep avoiding.
Drafts wait for your thumbs up. One click sends. No more half-written follow-ups in Drafts since March.
Exports from QuickBooks, Xero, FreshBooks, Wave. We’ll take the formatting as it comes.
No collections language. No passive aggression. Reminders that sound like you on a good email day.
What changed, what needs review, and what’s still waiting. A calmer AR check-in for the week.
The fine print, up front
Things we won’t do.
Most AR tools are aggressive by default. We’re the other thing — and we’d rather you know exactly what you’re hiring.
- Call your clients on the phone
- Use the word “collections” anywhere, ever
- Send anything you haven’t reviewed
- Sell, share, or train AI on your invoice data
- Make you migrate accounting software
- Lock you into an annual contract
A note
“If invoices sit unpaid, your business is lending money for free. Ledgerly helps you follow up sooner, reduce forgotten reminders, and keep overdue work visible without having to chase every customer yourself. You approve the message; we keep the money moving.”
Replies route to your configured mailbox and are visible in Ledgerly email telemetry.
Pricing
Priced like a bookkeeper’s coffee budget.
Monthly. Cancel anytime. Start on the free tier, then upgrade when Ledgerly is earning its keep.
Starter
Up to 100 invoices monitoredFor solo founders and small studios just starting to formalize AR.
- Weekly approval queue
- Email reminders
- Weekly report preview
Growth
101–250 invoices monitoredFor agencies with steady AR volume that needs consistent cadence.
- Everything in Starter
- Custom template tone
- Priority concierge
Scale
251–500 invoices monitoredFor teams with higher invoice volume and stricter review needs.
- Everything in Growth
- Higher invoice cap
- Expanded approval workflow
Sign up
Create your workspace. Test the loop before you upgrade.
Start with a limited free tier, complete onboarding, review the workspace, and upgrade from Billing when you are ready for managed invoice follow-up.
- Self-serve onboarding
Create a workspace and add company, sender, cadence, and approval settings.
- Free tier included
Send up to 15 reminder checks with basic templates before upgrading.
- No long-term contract
Paid plans are month-to-month. Cancel any time.
- Compliance first
Not a collections service. Polite reminders only.
Workspace signup
Start on the free tier.
You can review the queue, upload a small AR sample, and try up to 15 reminder checks with basic templates before choosing a subscription.
FAQ
The usual questions.
Still wondering? Email hello@ledgerly-ar.com. We read inbound support mail during normal business operations.
Privacy and compliance
Ledgerly AR only uses invoice data needed for reminder follow-up. This is not a legal escalation service. Reminders are sent only from approved templates and can be reviewed before they go out.