The compliance operating system for client money
Oval Ledger gives regulated firms one source of truth for client balances, bank reconciliation and audit trails, so you always know exactly how much you hold, why, and for whom.
Every bank feed, reconciled into one ledger, automatically
Bank-agnostic
Keep your accounts with Lloyds, HSBC, Revolut or Stripe. Oval Ledger connects to them; it never takes custody of your client money.
Audit-ready, always
Every balance, transfer and approval is logged automatically, so you can hand an auditor a clean trail instead of a spreadsheet.
Built for regulated firms
Designed around how immigration advisers, solicitors, conveyancers and letting agents actually handle pooled client accounts.
One ledger, every matter
See exactly how much you hold per client and per matter, reconciled against the bank in real time, with no more manual cross-checking.
See how it works
A sample of the dashboard your team would use every day: client balances, bank reconciliation and compliance reporting in one place.
Client money held
£608,410
Reconciled
94%
Open matters
37
Accounts
2
| Client | Matter | Balance held | Last activity | Status |
|---|---|---|---|---|
| A. Okafor | Visa Application #4021 | £2,450.00 | 2 days ago | Cleared |
| Chen Family Trust | Property Purchase #118 | £128,900.00 | Today | Pending funds |
| M. Rossi | Spousal Visa #3390 | £1,200.00 | 5 days ago | Cleared |
| Property Partners Ltd | Deposit Escrow #556 | £64,500.00 | 1 day ago | Reconciled |
Help us build the right product
We're not asking if you'd buy this. We want to understand how you manage client money today. A few quick questions, no sales pitch.
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We're onboarding a small group of design partners before a wider launch. Leave your email and we'll keep you posted on early access.
No spam. Just occasional updates on Oval Ledger's progress.