Ledgerly
An invoice review workspace that brings incoming documents, exceptions, and approvals into one place.
Six-week delivery
The challenge
A small operations team moves invoices between an inbox, a spreadsheet, and an accounting tool. Missing details are discovered late, and it is difficult to see which documents need a decision.
The approach
The workspace combines document intake with a review queue. Extracted fields remain editable, uncertain values are flagged, and a team member approves each record before export. The focus is a traceable workflow rather than unattended financial decisions.
Project scope
- An upload inbox with document status and duplicate warnings.
- Editable extraction results with clear confidence and validation flags.
- Role-based review, approval, and an activity history.
- A structured export for the accounting workflow.
The outcome
The team replaces its separate tracking spreadsheet with one shared review queue. Reviewers can see the source document beside the extracted fields, resolve exceptions, and hand off an approved record with an audit trail.
One queue
For intake, review, and approval
Human review
Before every approved export
Clear ownership
For outstanding exceptions
What comes next
The next iteration will use exception patterns to refine the extraction rules and prioritise the most useful accounting integration.
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