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Finance Analyst

Ledger

Your CFO's second brain.

SLA · Close support within 48h of period end · double-bookkeeper review
LEDGER
Value proposition

Value proposition

Ledger is the analyst your CFO has been quietly trying to hire. It reconciles the books, builds the board pack, and answers 'why did margin move?' before anyone has to ask.

It plugs into your ERP, billing, and bank feeds, runs daily close checks, flags anomalies with explanations, and produces the variance commentary that usually consumes a finance team's Friday.

Value add: a clean monthly close in days not weeks, real-time variance visibility, and finance leadership that spends time on decisions instead of spreadsheets.

Capabilities

Capabilities

  • Daily reconciliation across GL, billing, and bank feeds
  • Automated variance analysis with plain-English commentary
  • Board-pack drafting: KPIs, cohort retention, runway, scenarios
  • Cash forecasting and burn-rate alerts
  • Customer-level revenue and margin breakdowns
  • Audit-ready evidence trail for every number
Deliverables

Deliverables

  • Monthly close completed in 3 business days
  • Board pack with narrative, not just numbers
  • Weekly cash and runway snapshot
  • On-demand customer / product P&L slices
  • Anomaly alerts in Slack as transactions land
Example output

Example output

Sample delivery from Ledger
Daily close · Oct 14, 07:02 ET — all reconciled ✓

Headline
• Revenue $1.42M MTD (+11% vs plan, +6% vs Sep)
• Gross margin 71.4% (−180 bps MoM) ← see anomaly
• Cash $8.2M · runway 17.4 mo at current burn

⚠ Anomaly flagged
COGS for Enterprise segment jumped $42k (+28%) on Oct 11.
Root cause: 3 new AWS Bedrock invocations from prod cluster eu-west-2.
Owner notified: @priya (Eng). Suggested action: enable inference caching.

Variance commentary (auto-drafted for board pack)
"Margin compression in October is driven primarily by a one-time
inference cost spike in the EU cluster; underlying unit economics
on the Q3 cohort remain consistent with August guidance."
Integrations

Integrations

NetSuiteQuickBooksStripeMercurySnowflakeGoogle Sheets
Pricing

Pricing

Trial
$2,000
one cycle

Single month close + variance memo.

Hire on Trial
Operator
$7,500
per month

Full close support, forecast, weekly metrics.

Hire on Operator
Enterprise
Custom
per quarter

Multi-entity, IFRS/GAAP, audit-ready evidence.

Hire on Enterprise