Project P&L your CFO can actually trust.
LedgerIQ gives SMB finance leaders live margin, labour cost and cash tied up in WIP across every client and project — plus churn risk, receivable aging, team workload and VAT-ready invoicing in one auditable source of truth.
14-day free trial · No credit card required · Your workspace is live in minutes.
- 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.
Nine capabilities mapped to the finance leader's monthly close — and the operator's daily work.
Project P&L
Revenue, labour cost and expenses per project — live margin, WIP, and a draft-to-archive lifecycle that never loses an unsettled due.
Clients & churn risk
Every client scored 0–100 for churn from its own buying rhythm, with receivable aging, days-sales-outstanding and acquisition-channel tracking.
Team, rates & workload
Loaded cost rates for true project margins, plus workload bands showing who is available, engaged, busy or stretched.
Suppliers, items & departments
What you owe and to whom, spend by item and department, and one-click merging of duplicate supplier or item records.
Invoicing & VAT
Issue sales invoices from the project that earned them, with per-line VAT and a branded tax-invoice PDF.
Excel import & export
Bulk-import catalog, clients, employees, project lines and invoices from the workbooks you already use — and export any table back to Excel.
Analytics & comparisons
Firm-wide KPIs, margin trends, Top-N ranking, saved filters, and up to 12 clients, people or projects compared side by side.
Files & reports
Attach documents to projects and invoices; generate PDF reports in the background and keep them in Files, ready to email.
Audit, roles & seats
Every sensitive change logged, least-privilege roles, seat management, and each firm's data isolated by design.
How it works
Register. Import. Decide.
From scattered Excel files to board-ready P&L in three steps.
- Step 01
Register & import
Create your workspace in about two minutes, then upload your project workbooks and client lists. We parse them into structured records — no IT project required.
- Step 02
Track
Your team logs project lines, invoices and expenses; LedgerIQ computes labour cost, revenue and margin live, per project.
- Step 03
Decide
Close the month in hours, not weeks. Present board-ready P&L, churn risk and channel performance — backed by an audit log.
Project P&L
Know which projects make money — before the quarter closes.
See revenue, labour 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
- Draft → active → settling → closed, with archiving that flags unsettled dues
- Signed P&L and project reports exported to PDF
| 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% |
Client & employee analytics
See which clients are slipping — and who on your team is free.
Every client carries a 0–100 churn score built from its own invoice cadence, so a monthly client gone quiet outranks an annual one that is simply mid-cycle. Every person carries a workload band built from live project status.
- Receivable aging 0–30 / 31–60 / 61–90 / 90+ with DSO trend
- Churn reasons in plain language, not just a score
- Workload bands: available, engaged, busy, stretched
- Compare up to 12 clients, people or projects side by side
- Ranked at-risk PDF, saved to Files and ready to email
Invoicing & VAT
Issue the invoice from the project that earned it.
Sales invoices live on the project, so revenue, VAT and collections stay attached to the P&L they belong to — and flow straight into client aging.
- Per-line VAT, including zero-rated lines
- Branded tax-invoice PDF with your company details
- Payments, partial settlement and overpayment handling
- Receivables feed client aging and days-sales-outstanding
| Line | Net | VAT |
|---|---|---|
| Design retainer · Mar | $12,000 | 14% |
| Site supervision | $7,500 | 14% |
| Materials (zero-rated) | $3,200 | 0% |
Excel import & export
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 — and every table exports back to Excel when you need it elsewhere.
- Drag-and-drop .xlsx, .xls, .csv
- Bulk import for catalog, clients, employees, project lines and invoices
- Smart column mapping with preview, validation and de-duplication
- Export any list — names as text, money as real numbers
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.
Roles & seats
Owner, Manager and Staff roles with least-privilege defaults, and a seat count you can watch fill up before an invite fails.
Encrypted storage
Files encrypted at rest in object storage, database encrypted with daily backups, TLS 1.2+ in transit.
Hosted on AWS
Run on AWS by GENTEK, an AWS ISV Partner — private networking, versioned backups and monitored infrastructure.
- Roadmap
SSO / SAML
Single sign-on for Enterprise workspaces, with your own identity provider.
Pricing
Simple, transparent pricing.
Start at $49.99 a month. Every plan begins with a 14-day free trial — no credit card.
Register and your workspace is live in about two minutes, on a full-feature 14-day trial. No credit card, and no sales call required.
Starter
For startups running under 20 projects
≈ $42/mo · billed yearly
- Up to 20 projects
- 3 users included
- 100 MB file storage per company
- Full product: P&L, catalog, invoicing, analytics
- Email support
Growth
For growing firms
≈ $93/mo · billed yearly
+$140 / extra user / year
- Everything in Starter
- Up to 500 projects
- 250 MB file storage per company
- 3 users included, extra seats at the add-on price
- Priority email support
- Onboarding session (1 hr)
Growth adds projects, storage, extra seats and priority support on top of Starter.
Enterprise
For larger or regulated firms
- Everything in Growth
- Unlimited projects & custom storage
- SSO/SAML & custom seat count
- 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 free trial. No credit card. Your workspace is live in minutes.