Fintech operations platform

Launch-ready fintech operations—payments, forecasting, and compliance in one platform.

LedgerLift gives startups and SMBs speed, control, and security for every money movement. Automate payouts, keep live runway visibility, and stay audit-ready without adding headcount.

Request a demoView pricing
SOC 2-ready workflowsBank-grade encryption99.99% uptime

Cash runway

14.6 months

Change +2.1

Payouts

$2.8M this week

Change +18%

Chargebacks

0.12%

Change -24 bps

Cash runway

14.6 months

Auto-updated
LedgerLift dashboard preview showing payouts and risk trends

Payouts

$2.8M

On track • +18%

Forecast

$180M

Variance ±3%

Risk

2 anomalies

Chargebacks trending down

Trusted by modern finance teams

Fast-growing startups and SMBs stay compliant with LedgerLift.

2.4M across 32 currencies
$180M cash projections modeled
45% reduction in manual tasks
NovaPay
KiteCommerce
BrightBooks
OrbitPay
LedgerLane
HelixBank

Product

Everything you need to launch and scale confident finance operations.

Automate payouts, surface anomalies, and keep leadership aligned on live cash, burn, and compliance.

Automated payouts & reconciliation

Route vendor and marketplace payouts automatically, with matching rules that flag exceptions before they hit your ledger.

Real-time cash-flow forecasting

Live runway, burn, and variance views that update as money moves—no more stale spreadsheets or vLookups.

Multi-entity ledger & tagging

Consolidate entities, tags, and dimensions with smart grouping so finance and ops see the same source of truth.

Fraud signals & anomaly alerts

Detect outliers in payouts, chargebacks, and new payees with ML-backed signals and human-friendly explanations.

Compliance checklists & trails

SOC 2-aligned controls, review steps, and immutable audit trails keep every approval and export accountable.

Role-based access + approvals

Fine-grained roles, maker-checker flows, and delegated approvals keep teams fast without sacrificing oversight.

How it works

Set up in days, not quarters.

A guided onboarding gets your live balances, payouts, and forecasts into one place with clear ownership.

1

Connect accounts and rails

Plug in banks, payment processors, and data warehouses. LedgerLift normalizes data in minutes.

2

Configure rules and forecasts

Set payout logic, approvals, and forecasting drivers—burn, MRR, seasonality, and custom dimensions.

3

Monitor, export, and close faster

Track anomalies, export to your ERP, and close with defensible audit trails every week and month-end.

Week 1 outcomes

What you get by Friday

Guided setup
  • Live bank and PSP connections
  • Automated payout rules shipped
  • Cash runway with scenario toggles
  • Chargeback alerts configured
  • Close checklist ready for finance
A solutions manager walks you through live connections, rules, and approvals. We share best practices and map them to your current workflows so go-live feels familiar.

Solutions

Tailored workflows for every revenue model.

LedgerLift adapts to startups, marketplaces, and SaaS teams so finance, ops, and compliance stay aligned.

Startups

Keep founders and finance aligned with live runway, burn drivers, and hands-free payouts.

  • Runway auto-updates from live balances
  • Scenario planning for hiring and pricing
  • Rules for reimbursements and vendor payouts
  • Board-ready reporting with audit trails

Mini stats

What teams like yours see after 30 days.

18 mo

Average runway visibility

Rules, approvals, and exports stay consistent—no matter how many entities, currencies, or payout paths you add.

Security & compliance

Built with trust as a default.

Encryption, auditability, and identity controls are first-class. We help you meet reviewers and auditors with evidence, not guesswork.

Encryption at rest & in transit

TLS 1.2+ in transit and AES-256 at rest with key rotation and envelope encryption.

Audit logs & immutable trails

Every approval, export, and rule change is signed, versioned, and traceable.

SOC 2-aligned controls

Controls mapped to SOC 2 and GDPR-ready processes with quarterly evidence packs.

SSO/SAML for enterprise

SAML, SCIM provisioning, and granular roles keep identity under your control.

Bank-grade key managementData residency optionsFine-grained roles & scopesIndependent pen testsPrivacy by defaultRead security overview

Pricing

Choose a plan and launch. Switch anytime.

Transparent pricing for teams that want automation, visibility, and controls without heavy lift.

Monthly

Cancel anytime. No setup fees.

Starter

Best for early startups validating payments and keeping runway in view.

$49/mo

Billed monthly

  • Up to 2 bank or PSP connections
  • Automated payout rules and approvals
  • Standard forecasting and runway tiles
  • Chargeback notifications and tasks
  • CSV exports and webhook pushes
  • Email support with 24h response
Most popular

Growth

Most popular for scaling teams that need controls, collaboration, and faster closes.

$149/mo

Billed monthly

  • Unlimited connections and entities
  • Scenario planning with variants
  • Anomaly alerts with explanations
  • SOC 2-aligned checklists & evidence
  • Advanced approvals with maker-checker
  • Priority in-app and chat support
  • SSO add-on ready

Scale

For enterprise-grade controls, complex payout logic, and compliance at scale.

$399/mo

Billed monthly

  • Custom roles & SCIM provisioning
  • Multi-entity consolidations and tags
  • Dedicated anomaly tuning and SLAs
  • Immutable audit exports to your SIEM
  • Data residency + private networking
  • Dedicated onboarding and CSM
  • Enterprise support with 1h response
Request enterprise pricingUsage-based add-ons: extra payment volume, custom data residency, premium support SLAs.

Testimonials

Teams ship faster with LedgerLift.

Finance, ops, and security leaders use LedgerLift to stay compliant while moving money with confidence.

SOC 2-aligned controls, SSO, and audit-ready exports
LedgerLift gave us live runway and audit-ready exports in a week. We closed the month 4 days faster.
Priya RamanVP Finance, NovaPay
Chargeback noise dropped overnight. The anomaly explanations help my ops team act with confidence.
Ethan ColeCOO, KiteCommerce
We automated payouts and kept a tight view on burn without adding headcount. The UI feels built for finance.
Lena TorresFounder, BrightBooks
The SOC 2-aligned controls and SSO integration made security reviews easy. Trails are immutable and clear.
Marcus LeeCISO, OrbitPay

Case study snapshot

KiteCommerce

Ops + finance collaboration

Before

10-day close with CSV stitching

After

3-day close with automated exports

Result

22 hours saved per week on payouts and reconciliations

Resources

Guides for finance, ops, and security.

Practical checklists, frameworks, and controls you can use before or after go-live.

Forecasting

A founder’s guide to cash runway forecasting

Step-by-step framework for building a live runway model that updates itself from your payment rails and bank data.

Read more
Operations

Payment reconciliation checklist

Daily, weekly, and month-end tasks to keep payouts, refunds, and disputes clean across processors and banks.

Read more
Compliance

SOC 2-aligned processes for startups

Practical controls, evidence templates, and reviewer guidance to stay audit-ready without slowing the team.

Read more

FAQ

Answers for finance, ops, and security teams.

If you need something custom, let us know and we'll walk you through controls and integrations.

Connect major banks and PSPs out of the box. We also support SFTP feeds and warehouse syncs for custom sources.

Get started

Automate payouts, forecasting, and compliance from day one.

Drop your email and we'll share the launch kit: checklist, demo access, and a live onboarding plan for your team.

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