Data & ReportingPersonal

Ledger

Statement imports, transaction reconciliation and payment matching with freshness checks and an audit history.

WORKSPACE Accounts Match Audit
LedgerILLUSTRATIVE WORKSPACE
Overview
Activity
In review
Activity overview
Review queue
Outcome32 accounts, reconciled
01 · What it was

A finance dashboard that ingests transactions and statements, matches payments and tracks source freshness.

02 · The problem

Reconciling 32 accounts by hand.

03 · What we solved

1,013 transactions reconciled with 25 tests. A missing match is flagged as unknown, never assumed unpaid.

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