A month-end close that drags
Two weeks of manual reconciliations, late nights, and numbers that arrive too late to steer by.
Finance · Data · AI & Automation · Controls
Finance that runs smarter, and controls you can trust.
Lumen Ledger pairs seasoned accounting expertise with AI and data science. We help growing businesses close faster, automate the busywork, and build reporting and controls that stand up to any audit.
CMA-led advisory
Sage Intacct, NetSuite & QuickBooks
English · Português · Español · Français
Sound familiar?
Growth has a way of outpacing your finance function.
Most of the companies we meet aren't doing anything wrong. They've simply outgrown the tools and habits that got them here.
Spreadsheet chaos
Critical logic lives in fragile workbooks only one person understands. One broken link and the forecast is fiction.
Audit anxiety
Auditors, lenders, or investors are asking for evidence of controls you know exist but can't easily prove.
Software that never delivered
You paid for an ERP or BI tool that was supposed to fix everything. Your team still exports to Excel.
What we do
Six ways we bring light to your finance function
Engage us for one focused project or a connected roadmap. Every service is built on the same foundation: accurate books, sound controls, and automation that actually sticks.
AI & Process Automation
Automate reconciliations, AP/AR, and recurring reports so your team spends time on analysis instead of data entry.
Learn moreSoftware Implementation
Select, implement, and optimize QuickBooks, NetSuite, and the apps around them, configured right the first time.
Learn moreData Science & Financial Analytics
Dashboards, forecasts, and KPI tracking in Power BI and Python that leadership actually opens.
Learn moreAccounting & Finance Advisory
A faster month-end close, reliable reporting, and fractional controller or CFO support when you need it.
Learn moreInternal Controls & Risk
Control design, SOX readiness, audit preparation, and segregation of duties, sized for your company.
Learn moreProcess & Procedure Documentation
SOPs, process maps, policies, and finance playbooks that let your team run without relying on one person's memory.
Learn more
How we work
A calm, structured path from messy to measurable
- 01
Assess
We map your current close, systems, controls, and data flows, then pinpoint where time and risk are leaking.
- 02
Design
A prioritized roadmap with clear scope, cost, and expected ROI. Quick wins first, foundations always.
- 03
Implement
We build, configure, automate, and document alongside your team, testing every step before go-live.
- 04
Optimize
We measure results, train your people, and refine, so the improvements keep compounding after we step back.
Results
A track record measured in dollars, not slides
Results our founder has delivered as a controller and finance leader across construction, multi-unit retail, and healthcare.
$1M+
P&L turnaround in 12 months
A contractor moved from a ($288K) carried loss to $1M in retained earnings.
$850K
Annual savings delivered
$700K in operational savings plus $150K cut from marketing spend at a 30-location operator.
12
Finance platforms implemented
Including Sage Intacct, Procore, GCPay, QuickBooks Online, Bill.com, Paychex, and Toast.
Founder & PrincipalCertified Management Accountant (CMA)
Why Lumen Ledger
Accountants who speak code.
Most firms give you either an accountant who doesn't automate or a developer who doesn't understand debits and credits. We're both.
Lumen Ledger is led by a Certified Management Accountant with 6+ years as a controller and finance leader. He has built general ledgers from scratch for 30 locations, led a 10-person accounting team, and implemented a dozen finance platforms, and he works in English, Portuguese, Spanish, and French.
- Accounting first. Every automation starts with sound GAAP accounting and a clear control objective.
- Practical AI. We use AI where it measurably saves time, not where it makes a nice slide.
- Built to hand off. Documented, tested, and owned by your team. No black boxes.
- Senior attention. You work directly with experienced practitioners, not a rotating bench.
Tech stack
Systems we implement, integrate, and automate
Hands-on experience with 30+ platforms across accounting, construction, payroll, AP, retail, and e-commerce.
ERP & Accounting
- Sage Intacct
- NetSuite
- QuickBooks Online
- QuickBooks Enterprise
- Xero
- Acumatica
- FloQast
Construction & Project
- Procore
- GCPay
- Autodesk
- Autotask
- ConnectWise
Payroll & HR
- ADP
- Paylocity
- Gusto
- Paychex
- Workforce
- T-Sheets
AP & Expense
- Bill.com
- Expensify
Retail, POS & Payments
- Toast
- Peak Payments
- Data Central
- Brinks
- Authorize.net
E-commerce & Operations
- Amazon Seller Central
- ShipStation
- Zoho
Analytics & Automation
- Power BI
- Excel & Power Query
- Python
Client voices
Calm, clear, and genuinely useful
Sample testimonials, to be replaced with approved client quotes.
Free · 5 minutes
Free Finance Health Check
Ten quick questions on close speed, reconciliations, controls, reporting, and automation readiness. Get a score and a short, tailored action plan.
- Benchmark your close against similar companies
- Find your highest-ROI automation opportunities
- Spot control gaps before your auditor does
Free 30-minute consultation
Ready to see your numbers clearly?
Tell us where finance feels heavy. We'll show you what's possible and where to start, with no obligation and no jargon.