Turn your company card activity into an insurance-ready software inventory.

Upload a card export and Ledgito identifies your software, tracks renewals, and turns the information into a broker-ready insurance pack.

Upload your card export
Review what matters
Get your pack

Your AI is already talking to customers.
You’re not in the room.

When it's time to renew cyber insurance, you're often asked:

What software does your company use?

Who owns each tool?

Which tools use AI?

Which handle customer or personal data?

Which are customer-facing?

Do you have a DPA or BAA?

When do these subscriptions renew?

The information exists across card statements, inboxes, spreadsheets and people's memories.

Ledgito brings it together.

How it works

From card export to insurance-ready inventory.

1. Upload

Upload your company card CSV.

2. Identify

Ledgito separates software from everyday purchases and groups merchant variations into tools.

3. Review

Assign owners and confirm what matters.

4. Get your pack

Download a clean CSV or PDF you can use for your cyber insurance questionnaire.

Renewals

Don't discover your subscriptions when the bill arrives.

Ledgito turns transaction history into a renewal calendar, separating upcoming renewals from older dates that need confirmation.

See what's coming up and what still needs checking.

Deadline Pack

One pack. Fewer insurance headaches.

When the questionnaire arrives, you shouldn't have to rebuild your software inventory from scratch.

Ledgito gives you a broker-readable pack containing:

Software
Purpose / notes
Owner
Customer data / PII
AI usage
Customer-facing status
DPA / BAA
Renewal date
Estimated spend

Transparent Pricing

Simple pricing that scales with your needs

Flexible plans designed to support individuals and teams as investing workflows grow in complexity.

Starter

Start investing workflows with built-in intelligence and automation.

$0

$0

Per user/month

Automated workflows

Prompt library

Finance agents

Research across data

Secure infrastructure

Starter

Popular

Scale investing workflows with advanced automation.

$49

$49

Per user/month

Team workflows

Advanced agents

Custom models

Priority execution

Enhanced governance

Answering Questions

Everything explained to
help you move forward

All you need to know about the platform, pricing,
security, workflows, and team collaboration.

How does the platform support investing workflows?
Is my financial data secure and compliant?
Does the platform support custom models?
Can I integrate existing data sources?
How does pricing scale for teams?
What compliance standards does the platform meet?
Can I automate workflows using financial agents?
How does collaboration work across teams?
How does the platform support investing workflows?
Is my financial data secure and compliant?
Does the platform support custom models?
Can I integrate existing data sources?
How does pricing scale for teams?
What compliance standards does the platform meet?
Can I automate workflows using financial agents?
How does collaboration work across teams?

Get started

Move investing forward with intelligence

Start building smarter investing workflows with
secure infrastructure and financial agents.

Start building smarter investing workflows with secure infrastructure and financial agents.