Smarter CFO-style insight, without the full-time overhead
Turn financial statements into decisions.
LedgerIQ analyzes your P&L, balance sheet, and cash flow to surface trends, risks, and practical next steps in plain English.
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Financial Health Overview
March Reporting Package
Stable Outlook
AI Summary
Revenue increased 8.4% versus prior month, driven by stronger service volume. Gross margin declined 1.6 points due to rising material cost. AR days increased to 47, which may indicate slower collections.
Priority Flags
• Cash conversion cycle is lengthening
• Payroll expense up faster than revenue
• Gross margin softness needs review
KPI Snapshot
EBITDA Margin
18.7%
Operating Cash
$182k
Expense Variance
+5.2%
Built for owners, operators, and finance teams
A clean, trustworthy interface that explains the numbers instead of just displaying them.
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How it works
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What makes it different
Most dashboards stop at charts. LedgerIQ interprets the business story behind the numbers — what changed, why it matters, and where to look next.
Sample Insight
SG&A increased 11.2% while revenue rose 8.4%, creating mild operating leverage pressure. The largest change came from overtime and software subscriptions. Consider reviewing staffing mix and license utilization before next month close.
Simple pricing
Start with reporting insights and grow into a more strategic finance workflow.
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Ready to launch your AI finance offering?
Start with a polished website and a sample reporting workflow, then evolve into a secure client-facing platform.
Best first step
Launch a lead-generating site with a sample dashboard and demo request form.
Next upgrade
Add secure upload, report generation, and account-based access.