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Tax & compliance

Your single source of truth for equity tax and compliance

Ledgy is your central hub for everything equity. Keep sensitive data accurate across teams and jurisdictions, and prepare for your next audit or reporting period. Error-free, easy to use and always up to date.

Stay compliant internationally

Go global with confidence

Ledgy is the modern European platform built for global teams. Track international awards with your choice of currencies in one place. Stay on top of equity and tax as your team moves across borders with global mobility reporting.

Make reporting a breeze

Access all the data you need, fast. Never miss a deadline with instantly generated share-based payments expensing compliant with IFRS 2, and accompanying disclosures and DTA reports. Configure reports based on your needs – rearrange columns and aggregate grouping to see your data, your way.

Enhance internal control

A modern, easy-to-use platform makes it easy to oversee every piece of equity data clearly so your share plans stay error-free. Collaborate securely across functions and delegate without compromising on confidentiality with custom role-based access levels.

Stay compliant internationally

Let’s schedule a demo to discuss how you can manage equity tax and compliance with Ledgy

Book a demo

Modern features for modern teams

Custom views and exports

Save your preferred views and build custom reports and exports. Make equity reporting a breeze.

Custom role-based access control

Ensure data privacy and security with internal access management, letting you control who can access specific pieces of equity data.

Global mobility reporting

Track employees’ location history, monitor equity earned by team members in different locations, and generate instant reports with a single click.

Document management and sharing

Automated document and signature workflows make it easy to create, share, and sign documents for all parties involved.

Enterprise level security

Lock down your data with enterprise-level security, SAML SSO and 2FA. Ledgy is ISO 27001 Certified.

And much more

DocuSign integration
IFRS 2 expensing
International plan types
Multiple currency support

Why our customers love us

“We have over 450 employees today and every one of them gets to own a piece of the company. It was important to us to do this in an efficient way and that we can visualise for people what it means to be an equity owner. Ledgy allows us to do that in an automated way and also avoiding mistakes that you would have if you did that manually.”
Andreas Aepli
“Thanks to Ledgy, I can spend more time on more complex topics or projects where I can bring real value, instead of spending time on manual, monotonous work.”
Maya Seite Masri
Corporate and M&A Legal manager
“Being able to automatically create documents in bulk has been a game changer for us in terms of time-saving and accuracy. I’m confident that nothing will go wrong.”
Bianca Stewart
Head of Legal
“Ledgy has knocked days – not hours, days – off the process of creating a new share option award. That really adds up when you think about what we've already achieved and how much further we still have to go. Compared to what we had before, it's night and day.”
John Fraser
Finance Director

What else does Ledgy offer?

Equity Plan Automation

Streamline equity workflows and save your team valuable time.


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


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.

How will you use Ledgy?

Equity Plan Automation

Put your equity on auto pilot and spend time where it counts.


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

Financial Reporting

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


Stay error-free, get IPO-ready and prepare to go global. All while enjoying less admin and fewer errors.

Cap Table Management

Redefine your cap table with engaging visuals, next level accuracy and the ability to scale.

Find more great employee engagement content on Ledgy’s blog:

What is save as you earn (SAYE)? Employee 101
Employee engagement
28th June 2024
Why Are You Hearing So Much About Burn Rate and Runway Right Now?
Employee engagement
Updated 13th February 2024
How to create an employee benefits package your people love
Employee engagement
30th November 2023

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:

Benefits abstract pictogram of ledgy product

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.


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