All work
AI & AutomationLedgerly · 2025
Automated bookkeeping for small business
An AI-assisted bookkeeping product that categorizes transactions and reconciles books automatically for small business owners.
The challenge
Ledgerly needed to compete with legacy bookkeeping software using AI as a genuine differentiator, not a gimmick. We built a transaction-categorization model, a reconciliation engine, and the product experience around both.
Technology
PythonLLM/RAGNext.jsStripe
Results
- Auto-categorized
- 94%
- Time saved / user
- 6 hrs/mo
- Signups after launch
- 3.2x
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