LedgerBot

Overview

Invoice capture and coding that posts clean entries without a spreadsheet round-trip.

The challenge

Before LedgerBot, the team was juggling spreadsheets, handoffs, and tools that were never designed to work together. Growth made every gap more expensive — so they came to us for a focused ai automation build.

What we built

We shaped LedgerBot around the real workflows, then shipped in clear stages. Invoice capture and coding that posts clean entries without a spreadsheet round-trip. The stack (Python · LangChain · PostgreSQL) was chosen for speed today and room to grow tomorrow.

• A clear product surface for the jobs the team runs every day
• Integrations that keep data moving without manual re-entry
• Roles, permissions, and audit trails that match how the business decides
• A delivery plan with visible milestones and a soft landing after launch

Outcomes

The team spends less time chasing status and more time closing work. New hires ramp faster, reporting is trustworthy, and the product is ready for the next set of features without a rewrite.