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Save as you earn (SAYE)

Automate your
SAYE administration

Ledgy automates your SAYE scheme from enrolment to maturity, with real-time updates via a direct savings carrier integration. Track contributions, transactions, and payments in real-time, in one place. Eliminate manual work and keep your team informed of their SAYE participation.

SAYE workflow

End reconciliation headaches with SAYE automation

Keep your records and your employees up to date at all times

With flexibility built in, admins can open automated end-to-end windows for SAYE enrolment, and set up their specific SAYE scheme parameters to allow employees to enrol directly on Ledgy with their choice of contribution amount and savings period. Ledgy’s unique Bondsmith integration makes updates automatically as contributions are made, so records stay accurate and visible for admins and employees.

SAYE enrolment
SAYE reconciliation

Streamline SAYE plan
reconciliation and reporting

Robust real-time tracking means you have full oversight of your SAYE scheme administration, including when payments are skipped, when people leave, when contribution limits are hit and more. Run parallel schemes and stay compliant without the worries, while keeping payroll up-to-date and employees in-the-know.

Simplify employee comms

Don’t leave your employees guessing where their money has gone or what it could be worth in the future. Make your SAYE scheme easy to understand and participate in with an intuitive dashboard that gives employees full visibility over their contributions, transactions, and potential upside - all in one place.

SAYE dashboard on mobile

Automate your SAYE now

Schedule a demo today and find out how you can streamline your SAYE with Ledgy.

Modern features for modern teams

End-to-end enrolment

Invite employees to participate in the SAYE scheme, letting them enrol and determine their contribution and savings term directly on Ledgy.

Bondsmith integration

Direct integration with Bondsmith means all contributions made or skipped towards savings are automatically tracked on Ledgy.

End-to-end exercising
and share sales

At the SAYE scheme’s maturity, let employees decide whether to buy and sell their shares or take their savings back directly from their dashboard.

Exercise workflow for SAYE

Payroll reporting

Stay compliant within limits of the SAYE scheme whether it be contributions, or skipped payments.

Compliance checks

Stay compliant within limits of the SAYE scheme whether it be contributions, or skipped payments.

Why our customers love us

"We were tasked with merging the plans from two different companies and different histories together on Ledgy, migrating 3000 stakeholders and ensuring accuracy and continuity for both companies. This migration process was super smooth and it was done in 45 days."
Rafael Rosell Taboada
Dott
View full case study
“Ledgy’s fully automated trading flow provides sellers with a modern, intuitive, and efficient experience. Its reliability streamlines our processes as brokers, while its flexibility allows us to adapt to each client’s unique needs, ensuring a smooth and stress-free trading experience. It’s revolutionary to see this level of automation delivering real value to users.”
Tom Giles
Deputy Head of Winterflood Corporate & Trustee Markets
View full case study
"We gave our complete history and cap table to Ledgy and they took it and shaped it into the platform within a couple of days. The implementation was done in under 3 weeks from the first call to being ready to launch."
Jason Mann
COO at Gearset
View full case study
"We basically had 4 different things we were looking at at the same time to manage our equity. Ledgy closed that all together in one space.”
Abbie Johnson
People Experience Manager at Yulife
View full case study
“Ledgy feels like an upgrade of the entire experience for the teams responsible for managing equity and hopefully for our employees as well.”
Bianca Stewart
Head of Legal at Motorway
View full case study
“As a private or public company, you need to limit the risks related to manual errors. Having a tool like Ledgy in place does exactly that. Ledgy helps to ensure that reporting deadlines are met, with very limited risk.”
Volker Adam
Senior Director of Finance at EGYM
View full case study

How will you use Ledgy?

Share plan admin
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Manage share plans efficiently

Run best-in-class share plans at scale with automated workflows.
Trading & Settlement
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Streamline participant trading

Make trading a frictionless experience for participants and admins alike.
Equity compliance
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Stay compliant globally

Stay error-free, get IPO-ready and go global with confidence.
Financial reporting
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Make reporting a breeze

Meet your deadlines with instantly generated financial reports you can trust.
Employee communication
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Simplify your employee comms

Keep participants informed with user-friendly dashboards.
Equity plan automation
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Automate your equity

Streamline equity workflows and save your team valuable time.
Equity compliance
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Stay compliant globally

Stay error-free, get IPO-ready and go global with confidence.
Employee engagement
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Communicate transparently

Bring equity to life with intuitive dashboards for the whole team.
IPO Readiness
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Prepare for your IPO

Seamlessly transition from private to public with expert support.
Cap table management
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Clean up your cap table

Turn your cap table into a strategic asset – accurate and intuitive, every time.
Financial reporting
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Make reporting a breeze

Meet your deadlines with instantly generated financial reports you can trust.
Company Valuations
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Streamline your valuations

Get accurate and audit-ready valuations from market-leading experts.

How will you use Ledgy?

Equity Plan Automation

Streamline equity workflows and save your team valuable time.

Employee Engagement

Bring equity to life with intuitive dashboards for the whole team.

Compliance

Stay error-free, get IPO-ready and go global with confidence.

Cap Table Management

Turn your cap table into a strategic asset – accurate and intuitive, every time.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

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:

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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.

Let us show you more

Let’s schedule a demo to discuss your needs and show you how Ledgy solves them.