The challenge
Ledgerline’s accountants spent a third of their week chasing documents and re-typing figures from invoices, receipts and bank statements.
What we built
- Automated document requests and reminders with a secure client upload portal.
- Built AI extraction for invoices, receipts and statements with confidence scoring and human review for exceptions.
- Synced verified data to Xero and QuickBooks, with every action logged for audit.
The results
Manual entry fell by 92%, month-end close shrank from twelve days to four, and the firm took on 140 new clients without adding headcount.