KnowLedger Employee Directory

AccountingPennsylvania, United States2-10 Employees

KnowLedger is a data service provider operating in the accounting sector, based in Phoenixville, Pennsylvania. The company facilitates the transfer of data from portfolio accounting systems, banks, institutions, and custodians into a firm’s general ledger using a rules-based approach designed to ensure accuracy, completeness, and data confidence, while explicitly not retaining any of the information it handles. Its core customers include family offices, multi-family offices, non-profit organizations, and endowments, addressing the need to move detailed investment data from various sources into the general ledger without manual entry. KnowLedger concentrates on establishing mappings and data flows with clients and then manages the ongoing movement of data from the source systems to the GL, thereby supporting internal controls and auditability. The firm operates in a niche within the accounting industry that focuses on secure, cross-system data integration for financial reporting needs.

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