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LedgerUp Quote-to-cash (QTC) software review

Strong performer

“Take the manual work out of billing and AR.”

Our verdict: Best for SMB and mid-market companies that want a collections-first platform strong in billing.

LedgerUp is a collections-first platform headquartered in the United States. It ranks #12 of 44 in our quote-to-cash software ranking with a score of 71.8/100, and documents capabilities in 11 of the 12 quote-to-cash stages. Its strongest area is billing; its weakest is quote and sell. G2 rating: 5.0/5.

Overall score

71.8/100

12th of 44

Score breakdown

  • Quote and sell 4.2/15
  • Contracts and orders 8.7/15
  • Billing 14/15
  • Collections, tax and revenue 11.2/15
  • Reporting, platform and AI 11.2/15
  • Integration ecosystem 17.5/20
  • G2 rating 5/5

User reviews

5/5 on G2

Data checked on October 13, 2026

Every capability links to its public source — methodology

Pros

  • Usage metering
  • Hybrid pricing
  • Prepaid credits
  • Consolidated and multi-entity billing

Cons

  • Quote templates only through a partner
  • No documented approval workflows
  • E-signature only through a partner

Pros and cons are derived from the capabilities LedgerUp documents publicly, not from opinions.

LedgerUp at a glance

Vendor
Up Dog, Inc. (marque LedgerUp)
Founded
2024
Headquarters
San Francisco, USA
Product type
Produit autonome
Sales motion
Sales-led (sales reps, quotes, contracts)
Pricing model
Flat fee (Starter: $500/month with included credits and per-credit overage); On quote (Growth and Enterprise)
Entry price
$500/month (Starter, billed monthly; $425/month billed annually per llms.txt)
Public pricing
Yes
Free trial
Yes (14 days, Starter plan)
Free plan
No
Setup fees
None (no setup fee)
Deployment
SaaS
Data hosting
US
Uptime SLA
99.5% (monthly target, commercially reasonable efforts; service credits per MSA/Order Form)
Certifications
SOC 2 Type II; PCI DSS (self-declared)
GDPR
Yes
API
Yes (REST, OpenAPI, x-api-key auth) - https://www.ledgerup.ai/docs/api; reference: https://docs.ledgerup.ai
Webhooks
Yes
Sandbox
Yes
Currencies
Any currency supported by the billing system and payment rails (USD, EUR, GBP, CAD, AUD common)
Implementation time
Less than a week (most teams); simple tasks automated in 24 to 48 hours
Implemented by
Vendor; Self-serve
Migration tools
Yes (white-glove migration support included; source software not specified)
Onboarding included
Yes
Support channels
Email; Slack (dedicated channel on Growth/Enterprise); Dedicated CSM (Enterprise)
Primary buyer
Finance ; Dirigeant (petites structures)
Quote-to-invoice handoff
Synced (via integration)
Deal complexity
Complex (ramps, multi-year, co-terming, multi-entity)
Contract types
Monthly, annual, multi-year, ramp, mid-term amendments, co-terming
Replaces
Manual entry; spreadsheets; hiring AR/billing staff or outsourcing AR to a collections agency

Integrations

CRM
Salesforce; HubSpot; Attio
Accounting and ERP
NetSuite; QuickBooks; Xero; Sage Intacct
Payment gateways
Stripe
Tax engines
Avalara ; Stripe Tax
E-signature
DocuSign ; PandaDoc ; HelloSign
Data warehouses
Snowflake ; BigQuery
Marketplaces
Stripe App Marketplace

Quote-to-cash capabilities

LedgerUp documents 56 of the 79 capabilities we check, across 11 of the 12 quote-to-cash stages. Each level links to the public page that proves it.

Catalog and pricing

Product catalog Supported
Multi-currency price books Supported
Bundles Not documented
Pricing rules Supported
Price versioning Supported
Pricing models Core strength

Configure-price-quote (CPQ)

Guided selling Not documented
Configuration rules Not documented
Discounts and guardrails Not documented
Quote templates Via partner
Multi-currency quotes Not documented
Quote versioning Not documented
Ramped and multi-year deals Supported
AI quoting assistant Not documented

Approvals and deal desk

Approval workflows Not documented
Discount thresholds Not documented
Parallel and sequential approvals Not documented
Deal desk Not documented
Margin visibility Not documented

Proposals and e-signature

Proposal documents Via partner
E-signature Via partner
Buyer deal room Not documented
Online acceptance Not documented

Contracts

Contract generation Via partner
Clause library Not documented
Redlining Not documented
Contract repository Supported
Renewal clause tracking Core strength

Orders and provisioning

Order from signed quote Core strength
Amendments Supported
Co-terming Supported
Entitlements and provisioning Not documented

Billing and invoicing

Subscriptions Supported
Usage metering Core strength
Usage rating Core strength
Hybrid pricing Core strength
Prepaid credits Core strength
Proration Core strength
Invoice generation and scheduling Core strength
Invoice customization Supported
Consolidated and multi-entity billing Core strength
Credit notes Core strength
Multiple billing frequencies Supported
Parent and child account hierarchy Supported

Payments and collections

Payment gateways Supported
Payment methods Supported
Customer portal Not documented
Dunning Core strength
Accounts receivable automation Core strength
Cash application and reconciliation Core strength
Payment terms Supported
Multiple payment providers Not documented

Tax

Tax calculation Supported
Compliant e-invoicing Not documented
Multi-entity tax Supported

Revenue recognition

ASC 606 and IFRS 15 Core strength
Deferred revenue Core strength
Revenue waterfall Core strength
General ledger entries Core strength
Audit trail Core strength

Renewals and lifecycle

Automatic renewals Core strength
Renewal quotes Not documented
Expansion and upsell Supported
Cancellations Supported

Reporting and metrics

MRR and ARR Supported
Churn Supported
Bookings, billings and revenue Supported
Cohorts Supported
Forecasting Supported

Platform and AI

API Supported
Webhooks Supported
Two-way CRM sync Core strength
ERP sync Core strength
AI collections agents Core strength
Roles and permissions Supported
MCP server Supported
CRM widget Not documented
Billing anomaly detection Core strength
AI customer health agents Not documented

Not published by the vendor: Parent company, Regions served, Interface languages, SOX support, SSO / SCIM, Implementation partners, Support hours, G2 categories, G2 badges, Customers claimed.

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