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Our Mission Is Redefining Accounting

At Ledgrix, we're combining cutting-edge AI technology with deep accounting expertise to deliver financial services that are more accurate, insightful, and personalized than ever before.

Our Story

Founded in 2020, Ledgrix was born from a simple observation: regulated businesses were spending too much time on complex accounting tasks and compliance issues, diverting resources from their core operations.

Our founders, a team of CPAs, software engineers, and industry veterans, set out to create a solution that would revolutionize how regulated businesses handle their finances.

Today, we serve hundreds of businesses across legal, healthcare, and nonprofit sectors, helping them streamline operations, maintain compliance, and gain financial clarity through our AI-powered accounting platform and expert human support.

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    Our Core Values

    These principles guide everything we do at Ledgrix, from product development to client service.

    Trust & Transparency

    We build lasting relationships through honest communication, clear pricing, and dependable service.

    Innovation

    We continuously push the boundaries of what's possible in financial services through technology and creative problem-solving.

    Client Focus

    We're committed to understanding each client's unique needs and delivering solutions that truly address their challenges.

    Excellence

    We maintain the highest standards in every aspect of our service, from technical accuracy to client experience.

    Expertise

    We combine deep domain knowledge with technical prowess to provide unparalleled financial guidance.

    Collaboration

    We work together—with our clients and within our team—to achieve better outcomes than any of us could alone.

    Leadership Team

    Meet the experienced team behind Ledgrix's vision and success.

    Sarah Johnson, CPA

    Sarah Johnson, CPA

    CEO & Co-Founder

    Former Big 4 partner with 15+ years specializing in financial services for regulated industries.

    Michael Chen

    Michael Chen

    CTO & Co-Founder

    AI expert with background in fintech who previously led engineering teams at Fortune 500 companies.

    Emily Rodriguez

    Emily Rodriguez

    Chief Client Officer

    Client experience innovator who transformed service delivery for a national accounting firm.

    David Washington

    David Washington

    VP of Industry Solutions

    20+ years of consulting experience for healthcare and legal practices, focused on financial operations.

    Lisa Park

    Lisa Park

    Chief Compliance Officer

    Former regulator who ensures our solutions maintain the highest compliance standards.

    James Wilson

    James Wilson

    Director of AI Research

    PhD in machine learning who leads our efforts to develop innovative financial AI technologies.

    Join us in transforming financial operations

    Book a free consultation to discover how our team can help your business achieve financial clarity and operational excellence.

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