Solutions · Ledger
Financial records tied to revenue
Track the numbers alongside the deals that generate them — financial records in the same workspace as your pipeline.
Included on every plan · One Salestrics platform
What Ledger includes
Ledger connects financial record-keeping to the revenue data your team already maintains in Momentum. Less export-and-reconcile, more one place to run the business.
- Financial records workspace inside Salestrics
- Tied to canonical customer and deal data
- Same org scope and permissions as the rest of the platform
- No separate finance tool to wire up
Run Ledger on Salestrics
CRM, mail, docs, and AI on one platform — start free, no credit card.