Project P&L your CFO can actually trust.
LedgerIQ gives SMB finance leaders live margin, labor cost, and cash-tied-up-in-WIP across every client and project — replacing the month-end Excel scramble with one auditable source of truth.
14-day free trial · No credit card required · Setup in under an hour.
- Acme Rebrand$82k44%
- Northwind FY25$120k39%
- Globex Migration$54k31%
- Initech Audit$38k27%
Trusted by SMB finance teams and the accountants who serve them
- Northwind
- Acme
- Globex
- Initech
- Umbrella
- Hooli
Features
Everything finance needs. Nothing the team won't use.
Six capabilities mapped to the finance leader's monthly close — and the operator's daily work.
Clients & contacts
Centralize every client with acquisition-channel tracking and full activity history.
Team & cost rates
Manage employees and their loaded cost rates to compute true project margins.
Project P&L
Track revenue, labor cost, and expenses per project — live margin, no spreadsheets.
Excel import
Drop your existing project workbooks; we parse them into structured, queryable data.
Dashboards
Firm-wide KPIs, pipeline, margin trends, and channel performance at a glance.
Audit & multi-tenant
Every sensitive change is logged. Each firm's data is fully isolated by design.
How it works
Import. Track. Decide.
From scattered Excel files to board-ready P&L in three steps.
- Step 01
Import
Upload your project workbooks and client lists. We parse them into structured records — no IT project required.
- Step 02
Track
Your team logs time and expenses; LedgerIQ computes labor cost, revenue, and margin live, per project.
- Step 03
Decide
Close the month in hours, not weeks. Present board-ready P&L and channel performance — backed by an audit log.
Project P&L
Know which projects make money — before the quarter closes.
See revenue, labor cost, and expenses for every project in real time. Drill from firm-wide margin to a single line item without exporting to Excel.
- Loaded cost rates per employee
- Live margin and WIP per project
- Signed P&L statements stored with the project
- Export to PDF or your existing GL
| Line item | Revenue | Cost | Margin |
|---|---|---|---|
| Strategy workshop | $18,000 | $9,400 | 47.8% |
| Brand system | $32,000 | $18,200 | 43.1% |
| Website build | $24,000 | $14,100 | 41.3% |
| Launch campaign | $8,000 | $4,250 | 46.9% |
Excel import
Your Excel is the starting point — not the bottleneck.
Drop the workbooks you already use. LedgerIQ maps columns to projects, line items, employees, and rates — then keeps them in sync going forward.
- Drag-and-drop .xlsx, .xls, .csv
- Smart column mapping with preview
- Validation and de-duplication
- Re-import any time — no data loss
projects_q2.xlsx · 248 KB
12 sheets · 1,408 rows detected
Acquisition channels & dashboards
Margin by client, by channel, by quarter.
Tag every client with the channel that brought them in. See which referrals, partners, and campaigns actually move firm-wide margin.
- Channel tagging on every client
- Pipeline and revenue by channel
- Margin trends across quarters
- Board-ready charts, exportable
Security & compliance
Built for finance. Auditable by design.
Controls your auditor will recognize — without the enterprise price tag.
Audit log
Every sensitive write is recorded with actor, timestamp, and before/after state.
Multi-tenant isolation
Each firm's data lives in a logically isolated tenant. Cross-tenant reads are impossible by design.
Role-based access
Owner, Manager, and Staff roles with least-privilege defaults.
- Roadmap
Encrypted storage
All files encrypted at rest. TLS 1.2+ in transit.
Pricing
Simple, transparent pricing.
Two visible plans for 3 users. Scale per seat as your team grows.
Starter
For small teams
≈ $167/mo · billed yearly
- 3 users included
- 250 MB file storage per company
- All core features
- Email support
Growth
For growing firms
≈ $167/mo · billed yearly
+$75 / extra user / year
- Everything in Starter
- 250 MB file storage per company
- Unlimited extra users (at add-on price)
- Priority email support
- Onboarding session (1 hr)
Growth = Starter + extra users at the add-on price.
Enterprise
For larger or regulated firms
- Everything in Growth
- Custom storage & SSO
- SLA & dedicated CSM
- Procurement & DPA support
Prices in USD. Taxes may apply based on your billing country.
Add-ons
Are you an accounting consultant or community? Earn 20% recurring on every firm you refer.
Partner with us →What finance leaders say
From month-end Excel to live margin in weeks.
“We replaced four spreadsheets and a shared drive. Margin per project is finally a number my board trusts.”
SMSara M.Finance Director · Mid-size consulting firm“Close went from three weeks to four days. Auditors loved the change log.”
DKDaniel K.Head of Finance · Engineering & build group“Our accounting partner onboarded our whole client book in a weekend. Excel import just worked.”
LTLina T.Managing Partner · Outsourced CFO practice
FAQ
Questions finance leaders ask us.
Product roadmap
You decide what we build next.
LedgerIQ is built with our customers, not just for them. See exactly what's planned, in progress, and shipped — then steer the priorities that matter to your team.
See what's coming
Browse our public roadmap to know what's planned, in progress, and recently shipped. Full transparency — no surprises, no guesswork.
Vote on what matters
Upvote the features your team needs most. The more votes an idea gets, the higher it climbs our build queue.
Request your own
Missing something? Submit a request in seconds and rally support. Your idea could be the next thing we ship.
Public roadmap & feature voting, powered by Canny.
Close the gap between your projects and your P&L.
14-day trial. No credit card. Setup in under an hour.