Find the plan that fits where you are.
Know your real margin, cash, and runway any day of the week, checked by a senior accountant, not three weeks after the month closes. Founding Charter seats are limited; your tier rates are locked for life
Every plan includes the things that actually matter.
Whatever stage you're at, every Ledgerix Pro plan includes:
Done-for-you bookkeeping on your QuickBooks Online or Xero
Daily bank-feed sync and reconciliation
A senior accountant who verifies every entry before it's final
A clean monthly close
Your always-current Company Dashboard, plus a plain-English management report
Compliance handled for your business (sales tax, licensing, payroll-tax timing)
The plans differ by your size and complexity, not by how good your books are. Every client gets the full standard.
Not sure what your books are costing you? Run the free 2-minute audit first, and we'll show you your leak and the exact plan that fixes it.
3 Paths of Evolution
The Foundation
Early-stage businesses (under $500K): startups, founders, freelancers, and more
$ 299
Monthly + $249 one-time setup
Limited Charter Members $199 / mo
Transactions: Up to 75 / mo
Bank/credit accounts: 1 or 2
Employees on payroll: 0-2
Accounting integrations: 1 Platform
Annual revenue: up to $500K
Accounting basis: Modified Cash
Reconciliation: Daily
Support: Email (AI-Assisted)
Human Review: Monthly Final Check
The Growth Engine
Growing businesses ($500Kâ$3M): trades, services, retail, and more
$ 599
Monthly + $349 one-time setup
Limited Charter Members $399 / mo
Transactions: 75 to 300 / mo
Bank/credit accounts: 2 to 5
Employees on payroll: 3-15
Accounting integrations: 2-3 Platform
Annual revenue: $500K - $3M
Accounting basis: Modified Cash
Reconciliation: Daily
Support: Priority Email + Chat
Human Review: Bi-Weekly Audit
The Scale-Up
Complex businesses ($2Mâ$5M): agencies, law firms, manufacturers, multi-location, and more
$ 1,299
Monthly + $1,200 one-time setup
Limited Charter Members $999 / mo
Transactions: Unlimited
Bank/credit accounts: 5+
Employees on payroll: 15-25
Accounting integrations: 3+ Platform
Annual revenue: $2M+
Accounting basis: GAAP
Reconciliation: Daily
Support: Dedicated POC
Human Review: Priority Oversight
Not sure which plan fits?
Take the free 2-minute Tier-Fit Audit. Answer a few quick questions about your business and we'll point you to the right plan, and show you what your books are quietly costing you right now. No call, no pitch
Founding Charter: lock your rate for life.
The first 10 clients become Founding Charter members. Your rate is locked for life, and it follows you as you grow into the next plan. We're building a deliberately small firm, capped at 50 clients, so we can keep the work excellent and know every client by name. When the seats are gone, they're gone.
Try us for a month, risk-free.
Our 30-Day Satisfaction Guarantee: if Ledgerix Pro isn't right for you in your first 30 days, we refund your monthly service fee, for any reason. The one-time setup fee covers the real onboarding work and isn't refundable, but the monthly service is yours to test with zero risk.
AI does the work. A senior human signs off. Every time.
That's the whole model. Laura, our AI, keeps your books current at machine speed, and a senior accountant verifies every entry before it's final. It's the standard we proved on our own company's books before we onboarded a single paying client.
Start where you are. Grow without redoing your books.
As your business grows, your plan grows with you, and your Founding Charter rate comes along. When you cross into full-accrual GAAP territory, the move is built in. No painful do-over, no starting your books from scratch.
Questions, answered.
What if I'm between two plans? We price to the plan that matches your most complex needs, and the free audit tells you exactly where you land. If you're right on the line, we'll talk it through on your kickoff.
Can I switch plans later? Yes. Most clients start where they are and move up as they grow, and your Founding Charter rate follows you the whole way.
Is there a contract? No long-term contract. Service is month-to-month, and you're covered by the 30-Day Satisfaction Guarantee.
What counts as a transaction? Any line that hits your bank or credit accounts: a charge, deposit, transfer, or payment. The audit estimates your monthly volume so you land in the right plan.
Do you replace my CPA? No, we complement them. We keep your books clean and current all year so tax time is a non-event, then hand off cleanly to your CPA.
Is my financial data safe? Yes. Bank-grade security, complete separation between client books, and a tamper-evident audit trail on every entry.
Know exactly where your business stands.
Start with the free 2-minute audit, or claim a Founding Charter seat while they last.