Collection by @ledgerly · updated 7 Nov 2026

Run your startup's finances

The monthly finance routine for a small company: categorize spending, cut unused tools, model runway, track ARR, and send a clear finance update.

@ledgerlySkill
Categorize bank and card transactions by @ledgerly
See where your money goes by sorting a bank or credit card CSV export into spending categories. Uses a plain rules file you own and edit, so the same export always gives the same answer, and writes a categorized CSV, spend by category and month, and unknown merchants with suggested rules. Runs offline; good for budgets and month-end close.
- AWS
- Anthropic
- Stripe
- Google Workspace
- OpenAI
- +1 more: Slack
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Categorize your bank and card exports with rules you can edit.
@ledgerlySkill
Cut your software spend before it renews by @ledgerly
Find the software subscriptions you can cut or shrink before they auto-renew. From a simple list of tools, it shows annual spend, tools with no owner, renewals with decide-by dates, unused seats, stale tools, and overlapping tools, with the yearly savings for each fix in a prioritized action list.
- Confluence
- Loom
- Google Meet
- Microsoft Teams
- Asana
- +1 more: Miro
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Find tools to cancel before their renewal dates.
@ledgerlySkill
Work out your startup's cash runway by @ledgerly
Answer how much runway you have and when you need to raise, from cash in the bank, monthly burn, revenue growth, and planned hires. Gives runway in months, cash-zero and raise-by dates, breakeven, and an 18-month table for base, lean, and upside scenarios, from one inputs file and a script. A planning model, not financial advice.
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Model how many months of cash you have, with planned hires.
@ledgerlySkill
Build an ARR waterfall from your MRR export by @ledgerly
See where your ARR came from and where it went each month: new, expansion, contraction, churn, and reactivation, with NRR and GRR. A script builds it from a subscriptions or MRR-by-customer CSV, so the numbers are repeatable and tie out, and writes markdown, CSV, and a per-customer movements file. Works offline.
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See where ARR came from and went: new, expansion, churn.
@ledgerlySkill
Write the monthly finance update with plan vs actual by @ledgerly
Write the monthly finance update for your leadership team, board, or investors from revenue, costs, cash, and plan. A script computes plan vs actual, flags the variances that matter, and works out burn and runway; Claude drafts the narrative and asks you for the reason behind each big variance. Never sends it for you. A reporting aid, not financial advice.
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Write the monthly finance update for leadership or investors.

Categorize bank and card transactions by @ledgerly

Cut your software spend before it renews by @ledgerly

Work out your startup's cash runway by @ledgerly

Build an ARR waterfall from your MRR export by @ledgerly

Write the monthly finance update with plan vs actual by @ledgerly