Advanced Data Table
| Scale | 412 | 124% |
| Growth | 1,086 | 113% |
| Starter | 2,940 | 97% |
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A sortable, searchable table with pages, pasted from a spreadsheet or built by hand.
Video guide
See it built,
step by step.
The live demo first, then adding the Advanced Data Table block to a page and its main settings.
Ledgerline · Austin, Texas
Know which accounts pay the bills.
Revenue analytics for B2B SaaS finance teams. Ledgerline reads Stripe, your CRM and the general ledger, and gives you one table everyone agrees on.
No card needed · SOC 2 Type II · free up to 1,000 accounts
Top accounts by MRR, October 2026
Synced 4 minutes ago. Click a heading to sort.
| Northwind Freight | Scale | $48,200 | +12.4% |
| Paloma Health | Scale | $36,750 | +8.1% |
| Cedar & Pine Studio | Growth | $21,900 | −2.3% |
| Brightwell Schools | Growth | $18,400 | +4.7% |
| Halyard Robotics | Scale | $16,050 | +21.0% |
| Oakridge Dental Group | Growth | $9,880 | −0.6% |
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Accounts
Find the account
before the call starts.
Paste a sheet from Google Sheets or Excel and it becomes this: searchable, sortable and paged. Try “Healthcare”, “Dana” or “2027-01”.
| Northwind Freight | Logistics | Dana Ruiz | 240 | $578,400 | 2027-03-01 |
| Paloma Health | Healthcare | Chris Ober | 185 | $441,000 | 2027-01-15 |
| Cedar & Pine Studio | Agency | Mia Lund | 64 | $262,800 | 2026-12-01 |
| Brightwell Schools | Education | Dana Ruiz | 410 | $220,800 | 2027-08-20 |
| Halyard Robotics | Manufacturing | Sam Patel | 92 | $192,600 | 2027-05-11 |
| Oakridge Dental Group | Healthcare | Chris Ober | 58 | $118,560 | 2026-11-30 |
| Lone Star Title Co. | Real estate | Mia Lund | 47 | $96,000 | 2027-02-02 |
| Fieldnote Labs | Software | Sam Patel | 36 | $88,200 | 2027-06-18 |
| Mesa Verde Farms | Agriculture | Jordan Wu | 22 | $64,800 | 2027-04-07 |
| Bluebonnet Credit Union | Finance | Dana Ruiz | 130 | $312,000 | 2027-09-30 |
| Granite Peak Outfitters | Retail | Jordan Wu | 75 | $151,200 | 2026-12-19 |
| Riverbend Clinics | Healthcare | Chris Ober | 66 | $134,400 | 2027-07-01 |
| Copperline Energy | Energy | Sam Patel | 118 | $283,200 | 2027-10-12 |
| Harbor & Main Legal | Legal | Mia Lund | 29 | $69,600 | 2027-01-04 |
| Tidewater Logistics | Logistics | Jordan Wu | 154 | $369,600 | 2027-03-22 |
| Sunset Ridge Realty | Real estate | Dana Ruiz | 41 | $73,800 | 2026-12-28 |
| Atlas Payroll | Software | Sam Patel | 88 | $211,200 | 2027-02-14 |
| Pecan Street Bakery Co. | Food & beverage | Jordan Wu | 18 | $32,400 | 2027-05-30 |
| Kestrel Aviation | Manufacturing | Chris Ober | 102 | $244,800 | 2027-08-08 |
| Lakeshore Charter | Education | Mia Lund | 220 | $158,400 | 2027-06-01 |
| Ironwood Security | Software | Dana Ruiz | 67 | $160,800 | 2027-04-19 |
| Prairie Wind Power | Energy | Sam Patel | 49 | $117,600 | 2027-09-02 |
| Magnolia Home Care | Healthcare | Jordan Wu | 73 | $131,400 | 2027-11-15 |
| Redbud Analytics | Software | Mia Lund | 31 | $74,400 | 2027-01-27 |
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Invoices
Sort by what
the CFO asks.
Dates sort as dates and dollars as dollars, so $9,880 stops showing up above $48,200. Click “Due” twice to see what’s overdue first.

Marisol Vega, controller at Paloma Health, closes the month two days faster.
| Invoice | |||||
|---|---|---|---|---|---|
| INV-2291 | Northwind Freight | Oct 01, 2026 | Oct 31, 2026 | $48,200.00 | Open |
| INV-2288 | Halyard Robotics | Sep 28, 2026 | Oct 13, 2026 | $16,050.00 | Overdue |
| INV-2285 | Paloma Health | Sep 25, 2026 | Oct 25, 2026 | $36,750.00 | Paid |
| INV-2279 | Brightwell Schools | Sep 15, 2026 | Nov 14, 2026 | $55,200.00 | Open |
| INV-2274 | Cedar & Pine Studio | Sep 09, 2026 | Oct 09, 2026 | $21,900.00 | Paid |
| INV-2270 | Oakridge Dental Group | Sep 02, 2026 | Oct 02, 2026 | $9,880.00 | Overdue |
| INV-2266 | Atlas Payroll | Aug 29, 2026 | Sep 28, 2026 | $17,600.00 | Paid |
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Plugs into the stack you already pay for.
Read-only connections, set up in under ten minutes. Nothing to install and nothing written back without your say-so.

Our integrations team, East 5th Street, Austin.
| Source | What syncs | Every | Status |
|---|---|---|---|
| Stripe Billing | Subscriptions, invoices, refunds | 5 min | Live |
| Salesforce CRM | Accounts, owners, renewal dates | 15 min | Live |
| HubSpot CRM | Companies, deals, lifecycle stage | 15 min | Live |
| QuickBooks Online General ledger | Revenue accounts, deferred revenue | 1 hour | Live |
| Snowflake Warehouse · new in October | Any table or view you choose | 30 min | Beta |
| Slack Alerts | Churn and expansion alerts, out only | Instant | Optional |
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2026 benchmarks
How your retention compares.
Anonymized from 2,571 Ledgerline customers, Q3 2026. Scroll inside the table and the header stays put.
| Developer tools | 212 | 121% | 6.1% | 14 mo |
| Cybersecurity | 188 | 118% | 5.4% | 17 mo |
| Data infrastructure | 96 | 117% | 6.8% | 19 mo |
| Fintech | 241 | 112% | 8.2% | 16 mo |
| Vertical SaaS (healthcare) | 134 | 109% | 7.4% | 21 mo |
| HR & payroll | 157 | 108% | 9.1% | 15 mo |
| Sales & CRM | 203 | 107% | 10.3% | 18 mo |
| Marketing tech | 226 | 104% | 12.6% | 20 mo |
| Vertical SaaS (construction) | 71 | 106% | 8.8% | 22 mo |
| Legal tech | 64 | 105% | 7.9% | 19 mo |
| Edtech (B2B) | 88 | 102% | 11.2% | 23 mo |
| Logistics software | 93 | 110% | 7.0% | 18 mo |
| Real-estate software | 77 | 103% | 10.8% | 21 mo |
| Customer support | 119 | 106% | 9.6% | 16 mo |
| Analytics & BI | 142 | 113% | 7.7% | 17 mo |
| Collaboration | 168 | 101% | 13.4% | 13 mo |
| E-commerce platforms | 109 | 100% | 14.1% | 12 mo |
| Procurement | 52 | 111% | 6.3% | 24 mo |
| IT management | 98 | 112% | 6.6% | 18 mo |
| Nonprofit software | 41 | 98% | 9.9% | 20 mo |
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Pricing
Priced by accounts,
not by seats.
Invite the whole finance team. You pay for the customers Ledgerline tracks, billed monthly or yearly (two months free).
| Starter $290 / month | Growth $790 / month · most picked | Scale from $1,900 / month | |
|---|---|---|---|
| Accounts tracked | 1,000 | 5,000 | Unlimited |
| Team members | Unlimited | Unlimited | Unlimited |
| Data sources | 3 | 10 | Unlimited |
| Cohort & retention tables | |||
| Revenue forecasting | |||
| SSO, SCIM & audit log | |||
| Support | Email, 1 business day | Chat, 4 hours | Named analyst |
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“We used to argue about which number was right. Now the board deck is one table, and it matches the bank.”
Grant Ellison, CFO at Northwind Freight, Dallas
| Customer | Company | What changed | Since | |
|---|---|---|---|---|
![]() | Marisol Vega Controller | Paloma Health, Houston | Month-end close from 9 days to 7 | 2024 |
![]() | Ben Hartley Head of RevOps | Halyard Robotics, Pittsburgh | Found $310k ARR in unbilled seats | 2025 |
![]() | Tom Brennan VP Finance | Brightwell Schools, Denver | One renewal forecast for 410 districts | 2023 |
![]() | Alicia Moreno Finance Manager | Cedar & Pine Studio, Austin | Board deck built in an afternoon | 2025 |
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Changelog
Shipped every
other Tuesday.
Take the list with you: copy it, or download it as CSV, Excel or PDF.

| Change | |||
|---|---|---|---|
| 4.12 | 2026-10-21 | Forecasting | Scenario forecasts: best, base and worst case side by side |
| 4.11 | 2026-10-07 | Integrations | Snowflake connector (beta) |
| 4.10 | 2026-09-23 | Tables | Cohort tables export to Excel with formulas intact |
| 4.9 | 2026-09-09 | Alerts | Slack alerts for downgrades over $1,000 MRR |
| 4.8 | 2026-08-26 | Security | SCIM provisioning for Okta and Entra ID |
| 4.7 | 2026-08-12 | Billing | Multi-currency revenue in USD, EUR, GBP and CAD |
| 4.6 | 2026-07-29 | Tables | Saved views shared with a link |
| 4.5 | 2026-07-15 | Integrations | HubSpot lifecycle stages as segments |
| 4.4 | 2026-07-01 | Forecasting | Renewal risk score on every account |
| 4.3 | 2026-06-17 | Security | Audit log export to S3 |
| 4.2 | 2026-06-03 | Billing | Usage-based revenue from Stripe meters |
| 4.1 | 2026-05-20 | Tables | Keyboard shortcuts for every table view |
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Careers
Nine open roles. Austin or remote, US time zones.

| Senior Data Engineer | Platform | Austin or remote | $165k–$195k | 2026-10-20 |
| Product Designer | Product | Austin | $135k–$160k | 2026-10-18 |
| Account Executive, Mid-Market | Sales | Remote (Central) | $95k + $95k OTE | 2026-10-14 |
| Revenue Accountant | Finance | Austin | $90k–$110k | 2026-10-11 |
| Staff Backend Engineer | Integrations | Remote | $190k–$225k | 2026-10-09 |
| Customer Success Manager | Success | Austin or remote | $85k–$105k | 2026-10-02 |
| Security Engineer | Platform | Remote | $170k–$200k | 2026-09-28 |
| Technical Writer | Product | Remote | $95k–$115k | 2026-09-24 |
| Solutions Analyst | Sales | Austin | $100k–$120k | 2026-09-19 |
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Benefits: 100% employer-paid health, dental and vision · 401(k) with 4% match · $2,000 learning budget · 20 days PTO.
See your own numbers in 30 minutes.
Connect Stripe on a call with one of our analysts and leave with your real net revenue retention. You keep the number even if you never sign up.

| Sales | sales@ledgerline.example · (555) 302-1180 |
| Support | help@ledgerline.example · replies in under 2 hours |
| Office | 1100 E 5th Street, Suite 300, Austin, TX 78702 |
| Hours | Monday–Friday, 8 a.m.–6 p.m. Central |
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