"Digitalized Accounting and Strategic CFO Services."
Ledgify Advisory revolutionizes small business finances by replacing error-prone manual bookkeeping and scattered reporting with an automated, audit-ready solution complemented by strategic CFO services. We provide weekly dashboards, cash forecasts, and actionable strategies to optimize profitability. Our unique proposition lies in immediate automation, integrated controls for compliance, and a decision-driven approach to financial data.
Vision: Make small businesses world-class through automated, audit-ready finance. Mission: Deliver digitized accounting and CFO guidance—dashboards, forecasts, controls—for confident decisions.
Our customers are founder-led or finance-lean US-based small businesses in the SaaS, eComm/CPG, Healthcare and Nonprofit sectors seeking audit-ready financial systems.
Small SaaS, eComm/CPG, healthcare services, and nonprofits battle manual bookkeeping, scattered reports, unclear cash/runway, and compliance risk. Ledgify replaces chaos with automated, audit-ready accounting plus a strategic CFO layer—real-time KPIs, rolling forecasts, and built-in controls—for faster, confident decisions.
The problem is vital because small US businesses grapple with persistent cash-flow issues, increasing compliance risk, and decisional blind-spots.
Our solution, Ledgify Advisory, provides automated finance stack and strategic CFO services for small businesses. We deliver real-time KPIs, cash forecasts and GAAP controls with transparent pricing.
Ledgify connects your financial platforms to capture data, providing live dashboards for improved decision-making and executing change plans.
Our customers gain cash clarity, faster and error-free closes, improved decision-making speed, compliance confidence, increased ROI and credibility with lenders at a lower cost.
We estimate the market size for which our solution is designed in monetary terms as follows
Is our goal in the next 3 years
My key role is a Solo Founder and I'm responsible for product development, marketing strategies, finance management and team leadership.
As the founder, I'm currently a one-person team. However, adding co-founders with complementary skills or hiring specialists in tech or marketing could strengthen my startup.
We compete with tech-enabled firms like Pilot, Bench, Kruze Consulting and Zeni. However, we differentiate ourselves by being audit-ready from the start, focusing on KPIs to boost financial performance and providing strategic CFO partnerships for faster business decisions. We're targeting SaaS & eComm markets initially and plan to expand into healthcare & nonprofit sectors.
Ledgify offers an automated, integrated financial stack coupled with strategic CFO advice. With real-time KPIs, 13-week cash forecasts and built-in GAAP controls ready for audit, we ensure efficiency and decision-making confidence. Our industry-specific playbooks transform reports into actions.
Our revenue comes from a tiered monthly retainer, onboarding fees, project sprints, and add-ons scoped by volume and complexity.
Over the last six months, Ledgify Advisory has evolved from a concept to an actively progressing endeavor delivering digitized accounting and strategic CFO services.
We plan to deploy our funds toward catalyzing product innovation, forging essential alliances and stimulating client acquisition. Our goal is a market-ready product, pleased initial clients, and establishing a consistent growth trajectory.
Since launching on August 1, 2025, our customer base has organically grown to now include three active and engaged clients who consistently utilise our services.
Our company incorporated in
New Jersey
Key risks include a saturated market, regulatory changes, customer acquisition and retention. Potential automation glitches pose technical threats. Our mitigation strategy consists of staying updated with legislation, refining our product constantly and delivering top-notch service.
$
20000
We raised investments
self
$
100000
Currently, we are raising investments
$
$3M
Estimated pre-investment valuation of the company
