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Book your free consultation

If you’re considering changes to how your firm handles its financial operations, we’re available to discuss whether Ledgrix could be a good fit.

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What it is

A 30 minutes practical discussion about how your financial operations are set up today
A chance to ask questions about clarity, consistency, and reporting
An opportunity to understand how Ledgrix works in real terms

What it isn’t

A scripted sales call
A product demo
A commitment to move forward
*All information is encrypted and handled under SOC 2–aligned security standards.
Share a few details below. A member of our finance team will review your request and follow up to schedule a conversation.
We typically respond within one business day.

How we structure the conversation

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Understanding your setup

We start by understanding how your accounting, reporting, and finance workflows currently operate.

It was practical, not salesy. We left knowing exactly what to fix.

Rohan Mehta, Managing Partner, Consulting Firm
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Identifying gaps

We discuss where clarity, control, or reliability may be missing, based on how service firms typically scale.

They mapped our finance gaps in 30 minutes. No fluff.

Sarah Collins, Director of Operations, Healthcare Group
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Determining fit

We explain how Ledgrix works and whether it aligns with your firm’s needs and stage.

First call actually gave us answers, not a pitch.

Daniel Wu, Founder, Digital Services Agency
If it’s not a fit, we’ll say so clearly.

A finance partner focused only on professional service firms

Our workflows combine AI automation with specialist oversight, designed around how service firms earn, deliver, and scale.