About CareLedgerPro
CareLedgerPro is a staff-facing client-money and petty-cash ledger built for UK care providers. It gives care teams a simple, accountable way to record transactions, attach receipts, reconcile balances and keep a clear audit trail in one place.
Our mission
Our mission is to make client-money management secure, transparent and easy for care homes, supported living and multi-site care groups. CareLedgerPro was created to solve everyday problems care teams face: small cash movements, receipts that need to be kept, signatures that need context and reconciliations that need a second pair of eyes.
We focus on practical tools that help trained staff record and evidence day-to-day activity without relying on paper books or scattered spreadsheets.
“CareLedgerPro was built to give UK care providers a clear, defensible record of client-money and petty-cash activity.”
We are a small UK software provider. CareLedgerPro acts as a data processor; the care provider remains the data controller. We use established, well-known sub‑processors for hosting, payments, email and authentication, and we describe those relationships openly.
Who we're for
CareLedgerPro is built for trained staff who need a focused, staff-only system for recording client money and petty cash — not a family portal, invoicing tool or public-facing payment system.
- Residential and nursing homes
- Supported living services
- Multi-site care groups
- Community care providers
What we stand for
Focused scope
We do one job and do it well.
Honest positioning
We describe our controls openly and clearly.
Accountability
Every action is recorded in an append-only audit log so nothing is silently edited.
What CareLedgerPro is / isn't
An honest summary of the product scope so buyers and DPOs can assess it accurately.
What it is
- A staff-facing client-money and petty-cash ledger for a single provider.
- Per-client balances, transactions, receipts, and running audit log.
- Countersignatures and two-person sign-off on reconciliations.
- Capacity-aware signature capture (“signed on behalf” when a client lacks capacity).
- Spending plans with category limits and soft warnings.
- Internal breach register and communication feed for trained staff.
What it is not
- Not a family or resident portal.
- Not an invoicing or billing engine.
- Not a split-funding tool for Local Authority / NHS / private contributions.
- Not an automated DSAR workflow.
- Not an automated retention or deletion scheduler.
- Not independently certified against ISO 27001, SOC 2, Cyber Essentials, or DSPT.
- Not legal, regulatory, or DPO advice.
Let's talk about your service
Whether you run a single home or a national group, we’d love to show you how CareLedgerPro can help your team manage client money more clearly and confidently.