How Ledgrix works
A clear, predictable way to move from scattered finances to real-time clarity, without disrupting how your firm already works.
We understand yourbusiness first
- Review of your current accounting setup and tools
- Identification of gaps, risks, and reporting blind spots
- A clear, tailored recommendation, not a generic plan
You get a clear picture of what is working, what is not, and what needs attention, without guessing.
We set everything upwithout disrupting your work
- Secure data migration and cleanup
- Account structure aligned to your reporting needs
- Integration with your existing tools such as accounting, payroll, and banking
- Permission-based workflows and audit-ready documentation
You do not have to pause operations or manage a long transition. Things start working quietly in the background.
“We were live faster than expected. No downtime, no messy transition.”
— Director of Operations, Healthcare Services FirmYour financials stay current,not just month-end ready.
- AI-powered transaction processing
- Continuous reconciliations & anomaly detection
- Human review & accuracy control
- Live dashboards & reporting layer
You can look at your numbers anytime and trust what you see.
“This was the first time our numbers stayed clean between closes.”
— Managing Partner, Consulting FirmWe help you make betterdecisions with your numbers
- Regular financial reviews
- Cash flow and growth planning
- Industry-aware guidance from experienced professionals
Decisions feel clearer because they are based on facts, not assumptions.
“We stopped guessing. The reviews finally told us what to fix.”
— Founder, Multi-Entity Service GroupBuilt on automation. Backed by finance specialists.
Ledgrix runs on an automation layer that processes, categorizes, and monitors your financial data daily, while our finance team reviews outputs, handles exceptions, and applies judgment where software can’t.
- Daily transaction processing
- Categorization and matching
- Reconciliation alerts
- Real-time system sync
- Accuracy review
- Edge cases and adjustments
- Compliance checks
- Interpretation and guidance
Fast, reliable financials, with a real team you can talk to when it matters.
Your books are always current
- Your close follows a repeatable structure
- Your team knows what to expect every month
- Issues are caught early, not after damage
- You always know who is responsible for what
Our automation engine handles transaction intake, categorization, anomaly detection, and reconciliation prep. This removes manual work and catches issues early. Every output is reviewed and finalized by a finance professional before it touches your books.
Your books are reviewed by trained finance specialists who understand service-firm accounting. They handle adjustments, edge cases, compliance checks, and interpretation, not data entry.
We flag duplicate entries, unusual transactions, mis-mapped vendors, revenue mismatches, and reconciliation gaps automatically. Our team then investigates and fixes them before month-end.
Transactions are processed daily. Reconciliations and checks run continuously. You’re not waiting for month-end to know if something is wrong.
Yes. We integrate with modern accounting, payroll, banking, and expense platforms. We adapt Ledgrix to your stack, not the other way around.
Our system flags it. A human reviews it. You’re notified only when there’s something meaningful to address.
Ready to see how this would work for you?
If you want a clearer view of where your finances stand and what could work better, we are happy to walk you through it.