Hand a partner the keys to one part of your book — a client's name, an appointment history — without showing what you charged. You still own your book; they only see the drawer you opened. Nothing gets absorbed into a company's system you can't take with you.
No credit card • Cancel anytime
Most tools make you choose: share all your data, or don't collaborate at all.
"Enterprise collaboration" means everyone sees everything. Your notes, your costs, your client details — all exposed to the team.
Enterprise tools assume an IT admin controls everything. You're an individual — or a small group of individuals — who each need autonomy.
Sometimes you share a project. Sometimes just a contact. Sometimes nothing at all. You need flexibility, not rigid team structures.
When you do share, you worry: What if someone edits your data? What if you can't undo a change? What if you lose control?
With Velvet Ledger, you choose exactly which fields to share — down to individual data points. Share a client's work email but keep their personal number private.
Per-field visibility controls
Every field can be public, limited, or private.
Hide sensitive data
Mark fields as sensitive for extra protection.
Role-based access
Different fields visible to different roles.
You pick which fields on a contact or transaction your teammate can see. Everything else stays yours.
Like Git for your data. Collaborators propose changes; you approve or reject. No surprise edits.
Complete history of every change. Who changed what, when, and why. One-click undo.
Add a password to any shared resource. Only people with the password can access it.
Create groups for different purposes. Each group has its own settings and member roles.
Set rules like "Share all VIP clients with my partner." Matching contacts auto-share with your chosen fields.
Discuss shared items in context. @Mention collaborators. Keep conversations next to the data.
Share a contact with a teammate and they see the whole history — every appointment, note, and payment — while you control exactly which fields they can see.
Field-level control: hand over the client's timeline while keeping private details private.
Your teammate opens a real relationship, not a cold contact card — every past visit and payment is there.
No re-explaining — the last interaction and the open follow-up are right there on the timeline.
Quick tutorials showing exactly how to track shared revenue and manage collaborative budgets.
Business partners who split clients. A VA who manages your calendar. A spouse who helps with bookkeeping.
Share client contacts and project updates. Keep personal clients and finances separate.
"We share leads but keep our own profitability private. Perfect."
Share contacts who need services you don't offer. Keep your own client details.
"I refer plumbing clients to my friend, and he sends me electrical work. Clean and simple."
Share household contacts and appointments. Keep work stuff separate.
"My wife and I share family contacts but keep our work completely separate."
Velvet Ledger isn't trying to be Salesforce. It's for two people sharing a client list, not 200 people in a sales org.
You own your account
No admin can see your data without permission.
You control sharing
Share is opt-in, not opt-out. Nothing shared by default.
You can leave anytime
Export everything. Delete your data. No lock-in.
Simple, flat pricing
No per-seat licensing. No enterprise sales calls.
Individual accounts that can collaborate. Each person has their own account, their own data, and their own subscription. You share what you want — the rest stays private. There's no "team admin" who sees everything.
You can revoke access anytime. The share stops instantly. If they downloaded data before revocation, that's theirs — but they lose live access. You control the share, always.
Only if you give them edit access. Even then, they can propose changes that you approve or reject. If you grant direct edit access, every change is logged with full history, and you can roll back to any previous state.
Google Docs is all-or-nothing: you share the whole document. Velvet Ledger lets you share specific fields within a contact or project. Plus, you get change proposals, approval workflows, and complete rollback — not just "version history."