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WealthLedger
Simple books for complex wealth.
WealthLedger turns bank statements and financial records into structured books for your family & business office. Statements in. Accountant-ready books out.
Your money doesn’t always live in neat boxes. Your accounting shouldn’t have to either.
WealthLedger
Structured books. Clearer wealth.
Trust
Built on accuracy and integrity
Structure
Bringing complexity into order
Flow
From raw data to clear books
Family Office
Designed for families and their advisors
Accountant Ready
Organised books ready to go
What it does
Statements in. Accountant-ready books out.
Automatically make sense of transactions
Categorisation turns a wall of line items into readable books.
Allocate one bank account across multiple structures
One account, split correctly across the people, companies and trusts it belongs to.
Keep assets and depreciation up to date
No spreadsheet orphans.
Allocate shared costs fairly and consistently
Including home-office allocation.
See your books month by month
And produce a complete financial year view when you need it.
Report by the tax year that matters
Provisional and annual submissions become straightforward.
VAT calculations are now included
VAT is handled as part of your structured, accountant-ready books — VAT-ready figures in the same organised handoff your accountant already receives.
Keep prior financial statements with your records
A single place for your family & business office’s financial history.
Invite family members with access control
Decide what each person can read or change — by company or by function.
CRM — Clients, Contacts & Activities
Store clients and contact details, and track activities to conclusion.
Invoice clients
Send estimates and invoices to clients for products and services done. Manage the financial process — credit notes, monthly client statements and receipts.
Give your accountant organised books
The handoff that saves real accounting fees. Send your accountant a web link — you decide what they can see.
The handoff
Automate the bookkeeping. Let the accountant do the accounting.
The real cost of family & business office bookkeeping is often the accountant’s time: chasing statements, reconstructing transactions, untangling which entity paid for what. WealthLedger does the sorting and structuring, so your accountant spends their hours on the accounting — not on data archaeology.
Accountants can be given view access to the reports and can drill down to detail whenever they have questions about prepared tax records.
Who it’s for
Families with several entities and trusts
A couple of companies, a family trust, personal accounts, investment holdings — where the money flows across structures and the bookkeeping has become a job of its own.
And the accountants who receive those families’ books: hand us the statements, we hand you organised records.
Built from real use
In production, not on a whiteboard
WealthLedger was born out of the founder’s own frustration running a family & business office — trusts, companies, a property portfolio spread across them, and individual tax compliance. It is in active production, used daily by GoThrive Digital, and improved monthly.
Multi-tenant by design: each family & business office is set up centrally with its own bank accounts and legal entities. Security is enforced at the database row level, with database and transport encryption — one tenant can never view another tenant’s data.
Future optionality: combined with GoThrive’s Agents as a Service, reports can generate new insights and statement uploads can be automated from email boxes.
Honesty over hype
What it does not do (yet)
Partner programme
Know a family & business office that needs this?
Referral programme
20% of both the setup fee and the first three months of hosting fees for any lead you bring in, provided the lead is registered with GoThrive Digital. Terms apply.
Questions
Frequently asked
01Is my financial data secure?
Yes. WealthLedger is multi-tenant by design — each family & business office is set up centrally with its own bank accounts and legal entities. Security is enforced at the database row level, with database and transport encryption: one tenant can never view another tenant’s data.
02Do I have to change my accountant?
No. Your accountant stays exactly who they are. WealthLedger hands them organised, accountant-ready books — they get a view-only web link and can drill down to detail whenever they need to prepare tax records.
03Which entities can WealthLedger handle?
Companies, family trusts, personal accounts and investment holdings — anything where money flows across structures and the bookkeeping has become a job of its own.
04How fast can we get set up?
After a short scoping conversation we confirm the unit counts that apply to you, and hand over a working solution two weeks after setup begins.
05Does WealthLedger do VAT, budgets or direct bank integration?
VAT: yes — WealthLedger now includes VAT calculations as part of your structured, accountant-ready books. Budgets and direct bank integration are not yet included, and we say so honestly: the full “does not do (yet)” list and the development roadmap are on our more-details page.
06Is it built for South African trusts and structures?
Yes. WealthLedger is in active production, used daily by GoThrive Digital for the founder’s own family & business office — trusts, companies, a property portfolio and individual tax compliance.
Next steps
Talk to us about your family’s business structures. We will confirm the unit counts that apply to you, and hand over a working solution two weeks after setup begins.
Diagnose. Improve. Thrive.