Reduce admin and save time with equity plan automation
Ledgy gives time back to your team. Replace manual workflows with automations at every step of the granting process, improving data accuracy and reducing repetitive tasks. Add value where it counts.
Automate your equity from onboarding
to offboarding
Manage data at scale
Leverage the power of 70+ HRIS integrations to keep large volumes of data accurate. With Ledgy’s custom fields, you can sync exactly what you need in one click. Real-time status tags help you understand which actions are outstanding for leavers and new joiners alike.
Expand ESOP across teams and borders
Automate your granting, document and signature workflows in bulk to make expansion easy. Keep track of all international grant types accurately, with your choice of currencies. Switch up vesting schedules for different groups, or create custom vesting to reflect your needs.
Communicate clearly and intuitively with employees
No more back-and-forth between platforms to handle employee queries. Make equity easy to understand, take care of the team’s questions, and share real-time updates with the company on Ledgy.
Automate your equity now
Let’s schedule a demo to discuss how you can manage equity at scale with Ledgy
Book a demoModern features for modern teams
70+ HRIS integrations
Seamless and accurate employee data management, in a couple of clicks.
Automated granting
Set up rules to determine which stakeholders automatically receive grants when HRIS syncs.
Bulk document automation
Create hundreds of error-free documents, send them all out to get signed digitally and find them attached to the each corresponding transaction
International equity plans
End-to-end exercising
Automate granting flows through automation rulesand trigger them on HRIS sync
And much more
Why our customers love us
How will you use Ledgy?
Manage share plans efficiently
Streamline participant trading
Stay compliant globally
Make reporting a breeze
Simplify your employee comms
Automate your equity
Stay compliant globally
Communicate transparently
Prepare for your IPO
Clean up your cap table
Make reporting a breeze
Streamline your valuations
Read more about equity plan automation:
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Fast and easy migration with Ledgy experts at hand
We’re committed to providing the best experience for your team, from beginning to end. With our onboarding and product experts there every step of the way, you can trust that your data migration will go smoothly - improving your data accuracy and allowing you to get the most out of Ledgy from the start.
Migration on Ledgy’s Enterprise plan takes weeks, not months, with four main stages:
Set up
After signing, our team sets up your account and goes through your onboarding plan with you.
Data & document extraction:
Our team works off of your current solutions to extract the data and documents needed.
Import
Our team imports your data and documents to Ledgy, cross-checking details with you along the way.
Data validation
Once the data migration is finalised, you get to go through and validate our team’s work to ensure data is correct and meets your expectations.
Frequently Asked Questions
How does equity plan automation work?
What types of equity plans can be automated?
How secure is equity plan automation software?
How does equity plan automation software integrate with other systems?
Can equity plan automation software be used for global equity plans?
How much does equity plan automation software cost?