Bring a clean export.
Map revenue, cost of goods sold, and operating expenses to a straightforward CSV format. One company, one currency.
BUILT FOR FRACTIONAL CFO FIRMS
Turn structured financial exports into a clear reporting starting point. Keep your judgment at the center—not another spreadsheet.
Financial reporting preparation. Human review, always.
A CLEARER HANDOFF
For outsourced and fractional CFO teams preparing recurring management reports from structured transaction exports.
Map revenue, cost of goods sold, and operating expenses to a straightforward CSV format. One company, one currency.
Calculate monthly results, margins, and revenue comparisons. Surface input issues before you prepare the narrative.
Review the underlying months and export a transparent report. Your team owns the checks, context, and client conversation.
TRY THE REPORTING WORKSPACE
This is a public, browser-only demo—not a customer portal. Your CSV is processed on your device and never sent to our servers.
Required: id, date, type, category, amount, currency. Types: revenue, cogs, opex. Use positive amounts with exactly two decimals (100.00), ISO dates, unique IDs, and one currency (USD, EUR, GBP, CNY). Limits: 256 KiB, 1,000 rows, 24 months.
| Month | Revenue | COGS | Op. expenses | Gross profit | Op. profit | Gross margin | Op. margin | Revenue change |
|---|
Preparation aid only. Based solely on imported rows; not reconciled to a general ledger or bank. Missing data can produce incomplete results. Not an audit, bookkeeping, tax, investment, or other professional advice. Review before sharing.
Explore a clearly labeled synthetic dataset,
or bring a formatted export of your own.
Local means local. Refresh or clear the report to discard the current data. Downloads remain on your device.
SMALL SCOPE. REAL EVALUATION.
A paid pilot to evaluate a defined reporting workflow—not a promise of savings or a long-term commitment.
Read the scope and limitations$1,000 USD / pilot
Proposed ongoing service: $1,000 USD/month, subject to scope and a separate agreement. No payment collected here.
LET’S FIND THE RIGHT SCOPE
Tell us about your firm and the reporting workflow you’d like to evaluate. Please don’t include client financial data or confidential information.
Private customer portals require separate onboarding, security review, and agreed data-handling terms. This demo stores no financial data.
Operator: Vilton Duarte. Business and privacy contact: duartevilton@gmail.com. Pilot requests collect contact details only; billing remains disabled.
A FEW IMPORTANT DETAILS
No. LedgerBridge prepares management reporting from structured exports. It does not maintain your books, reconcile your ledger, perform audits, or provide tax or investment advice.
No. Import and calculations run in your browser. Financial rows are not uploaded or saved in browser storage. A downloaded report is a local file you control. The separate pilot form does send the contact information you choose to submit.
Not through the public demo. A private portal requires separate provisioning, operator and legal-contact confirmation, security review, and agreed commercial and data-handling terms.
Only the scope in a separately agreed paid pilot. The $1,000/month ongoing price is a proposal subject to scope—not an automatic renewal or guaranteed offer.