What we handle
Your accounting shouldn’t be a black box. We give you a structured, reliable system that keeps your financials clear, compliant, and always up to date.
- Core accounting
- Complexity handling
- Documentation & compliance
- Integration with your finance system
Your accounting becomes part of a system, not a disconnected task.
Core accounting
Why clear accounting matters
Clarity in your accounting changes how your entire firm operates.
Accurate numbers → Better decisions
Plan hiring, pricing, capacity, and investments with confidence.
Consistent close → Fewer surprises
No month-end delays. No scrambling. No guesswork.
Documented systems → Lower risk
Every adjustment and reconciliation is backed by a clean paper trail.
Aligned reporting → Real insight
Reports structured specifically for service firms: retainers, projects, and multi-provider workflows.
Accounting becomes a tool, not a chore.
How our accounting process works
We keep things simple, predictable, and structured.
Our AI scans your historical data for patterns and anomalies. Specialists review findings and create your improvement roadmap.
AI learns your transaction patterns and builds classification rules. Specialists configure reporting structures around how your firm operates.
AI reconciles accounts daily, flags exceptions, and drafts adjustments. Specialists review everything and approve the final close.
AI generates draft financials automatically. Specialists add context, flag trends, and deliver insights you can act on.
Every close is AI-accelerated and expert-approved, combining speed with certainty.
What you get every month
A simple overview of what changed, what improved, and what needs attention.
Know exactly how money is moving, week by week.
Clear visibility into project and retainer flows.
Everything tied together and stored cleanly.
A clean summary of monthly changes and trends.
Who we support
- Consulting & advisory
- Legal & compliance
- Creative & digital agencies
- Healthcare groups
- Technology & IT services
- Nonprofits & foundations
- Multi-entity / multi-location firms
A connected finance system
What service leaders say
For the first time, I can see profitability by project and by client. Game-changer for pricing decisions
— CEO, Regional PM Firm
Multi-entity consolidation used to take us a full week. Now it's automatic.
— Director of Operations, 600-Unit Residential Portfolio
Yes, accrual is our default for service firms.
Yes. We manage both together, so the numbers always match.
Absolutely. We handle consolidation, segmentation, and multi-state workflows.
Most firms are fully set up within 2–3 weeks. Your team only handles access and initial documentation.
Yes, through Tax Services, or we coordinate with your tax firm.
Our AI is why we close in 3 days instead of 3 weeks. It reconciles accounts daily, catches errors automatically, and generates draft reports, so our specialists spend their time on insights, not data entry. You get faster closes and more accurate numbers.
Get accounting that helps your firm move forward
Ledgrix brings structure to your accounting so your firm can scale with confidence.