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DanmarkUse the best tools to manage your finances and grow your financial services business.
Many financial services organisations share the familiar challenge of accessing consolidated group-level reports to aid multi-entity accounting.
With powerful multi-dimensional reporting tools, Xledger provides enhanced insight to analyse and drive multi-entity profitability, enabling your business to transform and scale. Our consolidated reporting and configurable business intelligence (BI) dashboards give you better visibility at a group level to improve cash flow and business insights.
We offer advanced native functionalities for project accounting, workflow, billing and invoicing, along with flexible integrations for common external applications.
Is your financial services organisation experiencing these challenges?
- Recognising or measuring financial assets and liabilities under IFRS 9
- Needing extra functionality to record revenue correctly
- Assigning too many resources to manual processes
- Spending too long on financial reporting and audits
“Since implementing Xledger across all our entities we have seen an improvement in the timeliness of the payment of our invoices, particularly with invoices that had previously been paid via our administering authority.”
Abigail Fortune, Finance Manager
Lothian Pension Fund
Why Xledger for the Financial Services sector
Our Open API offers seamless integrations with a variety of wealth management systems, creating a single source of truth for a company’s financial data. Xledger helps financial services organisations increase cash flow, maximise profits, and grow without limits.
Xledger’s advanced multi-tenanted, true-cloud ERP empowers your organisation through automation, insight, and scalability. With a user-driven and consultative implementation process and no requirement for new IT infrastructure, you can grow your business without expanding your back office.
We serve the Financial Services industry with:
- Anytime, anywhere, any-device access
- Easily adding and maintaining a new entity or SPV under the group structure
- Seamless custom and native integrations for greater system connectivity
- Full visibility of real-time data and insight via role-based dashboards
- Multi-entity accounting capabilities for group-level reporting
- Full and transparent audit trails
- Automated workflow for various processes including invoicing, billing, expenses, and purchase orders
- Support across multiple languages and most global currencies
Efficient and intelligent automation
Reduce human error and eliminate manual tasks with smart automation tools like purchase-to-pay workflows and advanced OCR technology.
A system that grows with you
Benefit from our ever-growing, true-cloud product. All our customers are always on the newest and best version of Xledger. Receive automatic upgrades with no extra cost.
Perfect for multi-entity businesses
Easily manage and consolidate data across multiple entities. Our solution simplifies group reporting, giving you a unified, real-time view of your business performance.
Do you want to see the software in action?
Fill in your details and one of our experts will be in touch to discuss how Xledger can support your organisation.
Some of our customers
Our Solution
Core Accounting
The base for all your accounting needs. Xledger’s cloud-based accounting software has a powerful core accounting module, providing finance teams with advanced automation and analytical capabilities.
Reporting & BI Dashboards
Design your own dashboards, provide intelligent business insights from real-time data, and allow budget holders to view their data instantly. Use Xledger to stay in control of your financials and have one single source of truth. Reporting on your financials has never been more accurate and easy to digest.
Group & Multi-Entity Accounting
Take the hassle out of monthly reporting across multi-entity organisations with Xledger’s real-time, in system consolidation.
Project Accounting
Maximise management of your resources & budgets. Xledger equips you to manage projects of any size with advanced time capture, resource planning, project accounting, and automated project invoicing.
Procurement & Inventory
Enabling the simplification of purchase to pay processes. Xledger’s procurement solution goes beyond a standard purchasing module, embodying best practices across the purchase to pay framework. It supports the full procurement and inventory lifecycle—from purchase orders and invoice matching to restocking and dispatch.
Carbon Accounting & ESG Reporting
Many UK organisations are preparing for upcoming ESG regulations. Until now, only larger and listed companies have had to comply, but the UK may soon follow the EU with broader mandatory reporting. Stay compliant when these changes arrive with Xledger’s carbon accounting module.
Customer story
RPC Tyche
RPC Tyche is a global insurance software supplier with offices in London, Paris, and the USA.
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