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Finance operations

Ledgerwell

An internal finance operations tool for invoice intake, coding, and approval — built for a professional services firm drowning in PDF attachments.

Ledgerwell · 2023

app.ledgerwell.test

Ledgerwell intake

5 exceptions

Northprint

INV-20481 · $2,480

Coding

Halden Co.

INV-20486 · $610

Approve

Keystone

INV-20490 · $1,120

Duplicate?

Problem

What was breaking

Vendors emailed PDFs. Assistants dropped them in a drive. Partners approved in reply-all. Nobody could say which invoices were waiting, or why a payment had stalled.

Solution

What we built

Ledgerwell captures invoices, extracts the obvious fields, and routes them through coding and approval. Exceptions stay in a queue. The firm’s accounting system remains the ledger; this application is the intake and control layer in front of it.

Outcome

Approvers see a queue instead of an inbox. Finance can answer “where is this invoice?” without searching email, and the accounting export is a controlled action rather than a copy-paste ritual.

Functionality

What the product does

  • Invoice inbox with source, due date, and status
  • Coding against existing cost centers
  • Approval chains that match how the firm actually signs off
  • Exception queue for duplicates and missing purchase orders
  • Batched export to the accounting platform

Stack

Technologies

  • Laravel
  • PHP
  • PostgreSQL
  • Redis
  • AWS

Related services

Next step

Have a system that needs to exist?

Tell us about the workflow, the constraint, and the people who will use the software. We will tell you whether a build is the right next step.