Expert-led, AI-powered accounting for service firms
Ledgrix runs bookkeeping, reporting, and compliance as one system so you get same-day financial visibility and proactive expert guidance without hiring in-house.
Connect QuickBooks or Xero in minutes
5 day onboarding, we handle the migration
No long-term contracts
80%
automatedSame-day
visibility3×
faster close97%
client retention80% automated. 20% expert. 100% reliable.
Whether you need hands-off bookkeeping or full expert-level partnership, Ledgrix adapts to your stage, keeping your finances accurate, insightful, and always ahead of the curve.
Real-time accounting
Daily bookkeeping, reconciliations, and clean close cycles handled continuously.
Automated workflows
Transactions, categorization, invoice capture, and dashboards updated automatically.
Always-on visibility
Same-day access to financial data across accounts and entities.
Work with experts who know your industry. Get expert-level guidance without the price tag.
Trusted by growing service firms
Built for regulated, expertise-driven organizations
Agencies, IT services, design, engineering, and other people-led firms.
Medical groups, dental practices, clinics, and multi-location healthcare providers.
Law firms and legal service providers.
Foundations, trusts, and nonprofit organizations.
Your complete financial operations system
We run your books, close, and reporting.
Payroll, reimbursements, and compliance handled.
No surprises at filing time.
Choose the plan that fits your firm
- Daily bookkeeping
- Monthly close
- Standard reporting
- Payroll sync
- Clean compliance
- Same-day visibility
- Everything in essentials
- Cash flow forecasting
- AP/AR oversight
- Department / project reporting
- Monthly financial reviews
- Industry expert guided insights
- Everything in growth
- Multi-entity consolidation
- Audit-ready controls
- CFO-level guidance
- Industry-specific compliance
- Dedicated lead industry expert
40+
hours15→3
days85%
automated100%
expert reviewedResults that scale with your firm
(20 employees)
Challenge:
Closing books was slow and manual, delaying visibility into cash flow.
Solution:
Automated accounting with real-time forecasting in a single system.
Result:
- We closed books 3× faster
- Cash flow became clear and predictable
- We gained same-day visibility into our financials
35 employees
Challenge:
Manual reporting and disconnected financial systems.
Solution:
Centralized financial operations with real-time dashboards.
Result:
- Reduced manual work
- Accurate real-time reporting
- Better leadership decisions