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Financial records tied to revenue

Track the numbers alongside the deals that generate them — financial records in the same workspace as your pipeline.

Ledger connects financial record-keeping to the revenue data your team already maintains in Momentum. Less export-and-reconcile, more one place to run the business.

  • Financial records workspace inside Salestrics
  • Tied to canonical customer and deal data
  • Same org scope and permissions as the rest of the platform
  • No separate finance tool to wire up

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