TrialLedger helps research sites build, negotiate, and justify study budgets — with AI-powered sponsor import, real-time totals, and team collaboration built in.
No credit card required · Free trial forever
Research coordinators spend hours every week on budget tasks that should take minutes. We built TrialLedger to fix that.
Version-controlled spreadsheets emailed back and forth with no audit trail, broken formulas, and formatting that breaks on every share.
CROs send their own budget grids. Reconciling their rates against your site's costs means rebuilding from scratch every time.
Every negotiation requires a narrative letter. Writing one that's professional, accurate, and persuasive takes time you don't have.
When a PI or another coordinator needs to review a budget, you're emailing files. There's no shared workspace, no roles, no history.
Purpose-built for coordinators — not generic project management dressed up in medical language.
Upload a sponsor's budget PDF, Excel, or Word file. TrialLedger extracts procedures, visits, and rates in seconds — no manual entry.
AI-poweredGuided workflow: study info → procedures → invoiceables → enrollment → summary. Auto-saves as you go. Running total always visible.
Generate a professional negotiation letter with one click. Choose tone — formal, assertive, collaborative, or concise — and edit before sending.
AI-poweredWhen a CRO pushes back, record their offer line by line. See the exact dollar and percent impact of each change before you respond.
Invite coordinators, PIs, and administrators. Share specific projects with your whole team or individual members — with admin and member roles.
Generate a branded invoice PDF directly from any finalized budget — includes your site's name, PI, address, and itemized procedure costs.
Upload the CRO's budget file or protocol. AI extracts the full procedure matrix automatically.
Add your procedures, invoiceables, and enrollment costs. Overhead is calculated in real time.
See sponsor rates vs your rates side-by-side. Track counteroffers and their total impact instantly.
Export a justification letter and invoice PDF. Share with your team for review before it goes out.
Start free. Upgrade when you're ready. No annual contracts.
Need extra document reads? Purchase one-time topups — 10 reads for $4.99 or 50 for $19.99.
Join research coordinators who've stopped rebuilding budgets from scratch.
Get started free →No credit card required · Free forever plan available