A brief note from the founders
Ledgrix was created to address a recurring operational problem. Professional service firms needed financial systems that reflected how they operate, delivered reliable numbers on time, and reduced operational burden. Existing options rarely met all three needs consistently. That focus continues to guide how we build and operate Ledgrix today.
— The Ledgrix foundersWhy Ledgrix exists
Professional service firms operate differently from product businesses.
Their financial needs often involve:
- Project-based and retainer-driven revenue
- Complex delivery schedules
- Growing teams and increasing compliance requirements
Many accounting systems are not designed to handle this level of operational complexity. Ledgrix exists to provide financial systems that reflect how professional service firms actually operate, without simplifying the realities they face.
The Centaur Model: AI + human expertise
We combine AI automation with specialist oversight, not one or the other.
Here's what that looks like in practice:
Our AI handles the repetitive, high-volume work, reconciling thousands of transactions, flagging exceptions, generating draft reports. It's why we can close books in 3 days instead of 3 weeks.
But every close is reviewed by a specialist. Every insight is validated by a human. Every question gets answered by someone who knows your business.
We believe in AI that amplifies expertise, not replaces it.
Our approach
We believe financial operations should be predictable, accurate, and straightforward.
Our approach is built around three principles:
Clarity over volume
Financial information should be relevant, understandable, and decision-focused.
Consistency over speed
Timely reporting matters, but consistency and accuracy matter more.
Accountability over automation alone
Technology supports the work, but responsibility remains clearly owned.
These principles guide how we design systems and support our clients.
The partnerships behind Ledgrix
I've worked with three accounting firms in 10 years. Ledgrix is the first one that actually understands how a consulting firm operates. They don't just do the work, they think like we do.
— CEO, Management Consulting Firm (45 employees)
I appreciate that they don't oversell. They told us exactly what to expect, and that's exactly what we got. Refreshing in this industry.
— CFO, Healthcare Practice (3 locations)
The Ledgrix journey
Ledgrix began by supporting a small number of professional service firms with complex operational needs.
As client needs evolved, we strengthened our systems, controls, and internal processes across consulting, healthcare, legal, nonprofit, and agency environments.
Our focus has remained the same: delivering reliable financial operations that scale with each firm.
What guides our work
Financial information should support timely, confident decision-making.
Numbers must be correct, consistent, and reviewed before delivery.
We take ownership of the financial layer we manage.
We account for the operational nuances of each service-led business.
We support sustainable growth, not short-term fixes.
Closing
Ledgrix supports professional service firms that value clarity, reliability, and accountability in their financial operations. If you would like to learn more about how Ledgrix works, we are always open to a conversation.