Meet Ledger · Your AI finance coworker

Hire Ledger to close the books
and chase the cash

Reconciliation, payments and collections, running every day across the ledgers your finance team already keeps, with every movement of money gated on a person.

Hire Ledger
  • DailyReconciliation runs
  • 5Workers in the crew
  • 0Payments without approval

Everything Ledger does

Each area runs on the same engine. Most customers switch one on and add the rest as other teams ask for them.

01

Daily reconciliation

Matches invoices to purchase orders and receipts overnight, so the exception list is waiting rather than discovered.

02

Collections

Chases overdue accounts by age rather than by whoever remembered, and escalates on a schedule you set.

03

Variance flagging

Surfaces the gap between what was ordered, received and billed, while it is still a dispute and not a write-off.

04

Payment preparation

Assembles the run, checks it against policy and limits, and stops. A named human releases it.

05

Month-end close

The checklist worked ahead of you, with the items that need judgement separated from the ones that do not.

06

Audit trail

Every match, chase and exception stored and replayable, with the reasoning attached to the record.

Ledger doesn't just answer questions about your data. It models it.

The ontology is what separates a coworker from a chatbot. Ledger holds your finance world as objects it can reason over and act on, not documents it searches.

Objects it models
  • Invoice
  • Purchase order
  • Payment
  • Customer
  • Vendor
  • Ledger entry
  • Credit note
  • Bank transaction
Actions it can take
  • Match
  • Chase
  • Prepare payment
  • Flag dispute

Each one gated on a named human.

Functions it computes
  • Ageing
  • Variance
  • Cash position

Derived live from the systems of record.

An unmatched invoice, end to end

Four systems in, one approved payment out.

  1. 01 · Ingest

    Ledgers and bank in

    Accounting, billing, banking and email read into the ontology.

  2. 02 · Resolve

    One vendor, one object

    The same supplier across four systems becomes one Vendor.

  3. 03 · Compute

    Match and variance

    Invoice against purchase order and receipt, with the gap quantified.

  4. 04 · Surface

    Exception in the channel

    With the documents and the history attached.

  5. 05 · Act

    Payment prepared

    Assembled and held. A named human releases it.

A reporting tool stops at step 4. Ledger goes all the way to step 5.

What Ledger connects to

The finance stack you already run, read first and written to only on approval.

Accounting
  • QuickBooks
  • Xero
Payments & payroll
  • Stripe
  • RazorpayX Payroll
Email & comms
  • SendGrid
  • Slack
  • Microsoft Teams
Extend it
  • APIs
  • Embeddable widget

Ledger is five workers, not one prompt

Each step of the loop is a separate worker from the Onetab Store, with its own tools and its own guardrail. That's why Ledger can be audited step by step, and why a failure in one stage doesn't silently corrupt the next.

  1. IngestOwns the connections and the refresh.
  2. ResolveOwns identity across systems.
  3. ComputeOwns scoring and derived fields.
  4. SurfaceOwns what reaches the channel.
  5. ActOwns the write, behind approval.

Built for controlled finance operations

  • A named owner

    Ledger belongs to a person, not a department. That person approves, and their name is on the record.

  • Approval gates

    Every irreversible action pauses and waits. Ledger proposes; a person decides.

  • Row-level security

    Ledger sees what the approver is allowed to see, and no more.

  • Spend caps and audit

    A per-agent budget, and every run stored and replayable for whoever asks.

Questions buyers ask

Still deciding? Book a demo and we'll walk through Ledger on your own tools.

Can Ledger move money?

It prepares the run and stops. No money moves without a named human approving it.

How does it handle a disputed invoice?

It flags the variance with the documents attached and routes it to the owner rather than guessing.

Does it replace our accounting system?

No. It reads and writes to the ledgers you already keep; the system of record does not change.

What about segregation of duties?

Preparation and approval are separate by design, and every run names who did which.

Ledger works alongside

Ada

HR & Staffing

Screens, schedules, onboards and answers the policy desk.

  • Reads every application and ranks it
  • Books interviews across calendars and WhatsApp
  • Answers policy questions with the clause

Works across

  • BambooHR
  • Zoho People
  • RazorpayX
  • greytHR
  • Gusto
  • Workday
  • ADP
  • Greenhouse
Coming soon

Parcel

Commerce ops

Orders, refunds, returns and shipping exceptions.

  • Tracks orders checkout to delivery
  • Works refunds against policy
  • Catches stuck shipments early

Works across

  • Shopify
  • Stripe
  • Carriers
  • Helpdesk
Parcel is coming soon Learn more
See all agents

Ready to put Ledger to work?

Free workspace, Ledger installed, read-only until you approve the first run.

Hire Ledger