Cut month-end close from 11 days to 3
Ashgrove runs ledgers, bank reconciliation and client reporting for independent finance consultants who manage 5 to 200 sets of books from a single workspace.
4,180 advisory firms close their books on Ashgrove
3 days
Median month-end close after 90 days on Ashgrove
94%
Of bank transactions matched without a human touch
9.2M
Transactions reconciled across client books each month
From four hours of reconciliation to twelve minutes
Week
Month
Quarter
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Matched
$25,000
Open
$8,000
Reconciliation in minutes
Auto-match 94% of transactions
Flag exceptions before the client sees them
Track GAAP and IFRS rule changes per client
Recurring client billing
Retainers, milestones and hourly on one invoice
Card, ACH and SEPA collected on the due date
Payment fees drop from 2.9% to 0.8% on ACH
Retainer: Meridian
Posted
+$1,200
AWS invoice
Posted
-$480
Retainer: Ridgeway
Posted
+$2,400
Hosting
Posted
-$210
Payroll fee
Posted
-$95
Pay vendor
****4218
Amount
$800.00
AH
Astrid Hayes
Send payment
Invoices raised
520
12%
Billed out
$21,000
Costs booked
$11,000
Payments in 38 currencies
SWIFT and local rails settle in the client’s own currency, and Ashgrove books the FX difference to the right period without a manual journal entry.
SWIFT tracing on every outbound wire
FX gains and losses posted automatically
Daily rate lock from your own bank feed
Board reports in minutes
Pick a period and Ashgrove builds the P&L, cash flow and variance commentary from the ledger you already reconciled, in the client’s own template.
P&L, balance sheet and cash flow together
Variance notes drafted from the ledger
Export to Excel, PDF or a client portal
Matched this month
$186k
Close progress
32%
PR
DO
HV
3 reviewers signed off
Unmatched items
0
Fees billed
$10,596.80
Cash across clients
$5,250.90
Open invoices
$5,596.80
Built for the way advisory firms work
SOC 2 Type II
Audited annually, with the report available under NDA.
Bank feeds
12,000 institutions, refreshed every four hours.
Portfolio tracking
Holdings, cost basis and unrealised gain per client.
Digital assets
Cost basis for 40 chains, priced at close each day.
Close checklists
Assign, review and sign off each task in sequence.
Group consolidation
Roll up 25 entities with intercompany eliminations.
Live balances
Cash position updates within four hours of posting.
Audit trail
Every edit stamped with user, time and prior value.
Connected to the ledgers you already run
Ashgrove reads and writes to the tools your clients are already on, so a migration does not mean re-keying four years of history.
Building something else? The REST API and webhooks are on every plan.
Where Ashgrove wins, and where it does not
Ashgrove
Spreadsheets and bank CSVs
General ledger suite
Month-end close, 25 client books
3 days
11 days
6 days
Bank transactions matched automatically
94%
0%
71%
Multi-entity consolidation
Included
Manual
Enterprise tier only
Client-branded reports
Included
Rebuilt each month
Add-on
Audit trail on every edit
Included
None
Included
Time to first client live
4 days
Already live
9 to 14 weeks
Annual cost, 25 client books
$2,268
$0 plus your time
$14,000 and up
Spreadsheets are cheaper and they are already working. Ashgrove pays back only if your close is costing more than four billable days a month.
Priced per client book, not per seat
Every plan includes unlimited users, because charging a four-person practice four times for the same close is how software loses advisory firms.
Solo
$49
per month, billed annually
Up to 5 client books
Bank feeds and auto-matching
Close checklists and sign-off
P&L, balance sheet, cash flow
Email support, same business day
MOST FIRMS START HERE
Practice
$189
per month, billed annually
Up to 40 client books
Everything in Solo
Client-branded report templates
Recurring billing and collections
Migration handled by our team
Firm
$549
per month, billed annually
Unlimited client books
Everything in Practice
Group consolidation and eliminations
SSO, SCIM and role permissions
Named onboarding lead for 90 days
Monthly billing adds 20%. Cancel from inside the app, and your data exports to CSV on the way out.
Results from three practices
“Our month-end close went from 11 days to 3. I moved 14 client entities onto Ashgrove over one weekend and did not lose a single reconciliation.”
PR
Priya Raghunathan
Managing Partner, Meridian Advisory, Austin TX
“We bill 62 retainer clients a month. Invoicing used to take two people three days. Ashgrove now posts them on the 1st before I get in.”
DO
Daniel Osei
Finance Director, Ridgeway Partners, Chicago IL
“Auto-matching handles 94% of our 41,000 monthly transactions. My team reviews the other 6% and we finish reconciliation before lunch.”
HV
Hannah Vogel
Controller, Northfield Group, Denver CO
What happens to your clients’ data
SOC 2 Type II
Audited every 12 months. The full report is available under NDA before you sign.
Encrypted end to end
AES-256 at rest, TLS 1.3 in transit. Bank credentials are tokenised and never stored.
Choose your region
Data stays in the US or the EU, whichever you pick at signup. It does not move after that.
Leave with everything
Full CSV and journal export on demand, on every plan, including during a trial.
The six questions partners actually ask
If yours is not here, email us and a human answers inside one business day.
$189 a month covers up to 40 books on the Practice plan. Past 40 you move to Firm at $549 a month for unlimited books, and that is the last price change. There is no per-seat charge at any tier, so adding staff during busy season costs nothing.
Move your first client this week
Migration handled by our team
Your data exports any time, in CSV
Client cash
$20,000
Jan
Feb
Mar
Apr
Budget for October
$2,478
This month
Software
10 Jan 2026
$544
Card
Client refund
09 Jan 2026
$180
ACH
Payroll fee
08 Jan 2026
$95
Card
Bank charge
07 Jan 2026
$18
ACH