Ledger

A day in the life. Your workflow will look different — this is one realistic shape.

1. 01

   6:00 AM
   Daily reconciliation

   Reconciles bank feeds, payment processors, and the general ledger. Flags any transaction that doesn't match.

2. 02

   8:00 AM
   Cash dashboard

   Refreshes cash-on-hand, weekly burn, and runway. Alerts you in Slack if runway slipped more than a week overnight.

3. 03

   10:30 AM
   Variance commentary

   For any line item off plan by more than your threshold, writes a plain-English explanation with the driving transactions.

4. 04

   1:00 PM
   Customer-level analysis

   Updates revenue, margin, and retention by cohort and by customer. Flags accounts trending toward churn or expansion.

5. 05

   3:30 PM
   Ad-hoc questions

   You ask 'what did we spend on ads last month by channel' — Ledger answers in the chat with a linked breakdown.

6. 06

   5:00 PM
   Board-pack build (monthly)

   Drafts the full board pack: KPIs, cohorts, scenarios, runway. Every number has a click-through to its source rows.