WealthLedger
Structured books. Clearer wealth.
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.
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.
Start with the records you already have
Import PDF and CSV bank statements and other financial records.
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.
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 Nostics 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 Nostics’ Agents as a Service, reports can generate new insights and statement uploads can be automated from email boxes.
Honesty over hype
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 Nostics Digital. Terms apply.
Questions
Frequently asked
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.”