RelayBecome a partner ↗
Finance / native route

Ledgerly
meets Relay.

Keep approved expenses and customer payments moving into your books without duplicate entry.

Request connection ↗
LedgerlyPayment received
01WHEN
RRelaylogic + routing
02THEN
✓Action completeCreate ledger entry
Connection overview

Keep work in motion.

Ledgerly gives finance teams a reliable handoff between operational workflows and the general ledger. Use clear field mapping and review steps to keep every automated entry explainable.

ROUTE SPEC / LEDGERLY
Trigger
Payment received
Action
Create ledger entry
Connection
Native
Setup
~5 minutes
Field notes / common routes

Put it to work.

01

Post paid invoices to the correct revenue account.

02

Route expenses above a threshold into an approval workflow.

03

Notify finance when reconciliation needs attention.

Connection protocol

Three stops to live.

  1. 1

    Choose the Ledgerly workspace and reporting currency.

  2. 2

    Map Relay customer, tax, and payment fields to ledger accounts.

  3. 3

    Send a test entry, then turn on the workflow.

Signal notes / FAQ

Ledgerly questions

Can Relay create draft entries?

Yes. Choose draft mode during field mapping so finance can review entries before posting.

Are refunds supported?

Refund events can start a separate workflow and create a reversing entry in Ledgerly.