The yourledger platform · Reporting, automation and AI on the systems you already run

Your finance data, turned into decisions.

Connect your finance systems. Automate reporting. Generate AI-powered insights. Make faster executive decisions — on one governed platform, built by people who close the books.

Explore interactive platform
YourLedger OS · live
41,872entries scanned99.47%auto-matched3pipelines active96.1%forecast accuracyonencryption06:00 ISTlast refresh

Representative dashboards and workflows use anonymized, illustrative data. No confidential client information is shown.

The intelligence lifecycle · How it works

From raw data to executive decisions

A complete finance intelligence pipeline that transforms disconnected business data into trusted executive insights. Click any stage.

The technology stack
Power BIThe reporting and semantic layer
Microsoft FabricUnified data platform
AzureCloud infrastructure
SQL ServerRelational warehouse
SnowflakeCloud data warehouse
PythonAutomation & data science
Power AutomateWorkflow automation
REST APIsSystem connectivity
Fabric DataflowsManaged ingestion
ExcelLast-mile inputs, governed
DAXMeasures & KPI logic
Cloud warehousesScalable storage
0%Reduction in manual reporting
0%Faster month-end close
0+Automated KPIs
OneSingle source of truth
Mission control · Live system status

The platform is on, right now.

Not a mock status page — the same telemetry a deployment surfaces: pipelines, refreshes, the AI engine, and every connection.

System health
98.3%
All checks passing
API connections
14
Live · ERP, banks, GSTN
Dashboards
Updating
Next refresh 06:00 IST
AI engine
Running
41,872 entries scanned
Reports
214
Generated this quarter
Forecast
96.2%
Refreshing · accuracy band ±4%
The platform · Live workspace

Experience YourLedger Analytics

Live financial visibility for owners, CFOs and finance teams. Your finance data turned into current, trusted numbers through automation, analytics and AI-assisted reporting. This workspace is live — change the filters.

VERTEX CORPGlobal Financial Performance Cockpit · FY 2026Representative view
Revenue $215M
Gross Profit $70M
GP% 32.5%
EBITDA $42M
External mix 80.5%
Revenue
$0.0M
+12%
Gross Profit
$0.0M
+9%
EBITDA
$0.0M
+8%
Net Profit
$0.0M
+11%
Operating Margin
0.0%
+0.9pp
Cash Flow
$0.0M
Healthy
Working Capital
$0.0M
+4%
Inventory
$0.0M
Watch
Forecast Accuracy
0.0%
±4%
Current Ratio
0.0×
Strong
Revenue & margin trend2026 · Actual
JanFebMarAprMayJunJulAugSepOctNovDec
Cash flow$M / month
JanMarMayJulSepNov
Revenue by entity$M
Vertex Corp$90M
Globex Intl$75M
Nordwind$60M
Aura Digital$34M
Zenith$24M
✦ AI insightsAuto-generated
  • Revenue up 12% YoY, led by Cloud Services (+22%) and a strong Q3.
  • Operating margin improved 0.9pp to 19.5% as internal pricing discrepancies narrowed.
  • Cash flow healthy at ~21% of revenue; runway comfortable against plan.
  • Inventory ticking up — 90+ day aged stock worth watching next period.

Representative dashboards built using anonymized and illustrative business data. No confidential client information is displayed.

Modular by design · Platform modules

One platform. Deploy the modules you need.

Start with the bottleneck that hurts most, add the rest as you grow. Click any module.

The AI insight engine · Watch it reason

AI you can audit.

Every insight arrives with its chain of reasoning. Hover to pause it.

Signal

Revenue declined 4.2% MoM in the South business unit.

Anomaly detected

Outside the seasonal band (3σ) — flagged on the overnight scan.

Variance calculated

−₹3.1 Cr against budget · −7.0% for the quarter.

Root cause identified

Two delayed contract renewals. Demand is intact — timing, not loss.

Recommendation generated

Pull renewal outreach into Q3; hold the revenue forecast unchanged.

Executive summary produced

Delivered into the board pack with the workings attached. ✓

Interactive · How the machine works

Pick a process. Watch it run.

Each finance process becomes a pipeline where the mechanical steps run themselves and your team owns the judgment. Click any step.

Automated

Capture · PDF, email, scan

The document lands in any format. Data is read off automatically: vendor, amount, tax, PO number. No keying.

Interactive · AI finance assistant

Ask the ledger a question.

A glimpse of what sits on top once the data is clean and current: plain-language answers, grounded in the numbers. Try a prompt.

yl
yourledger assistant
Reading Nordwind Group ledger
Ask me about Nordwind Group’s numbers. I read the same ledger your team does, so try a real question.

Scripted demo on fictional data. In a live deployment the assistant reads your actual, reconciled ledger.

Under the hood · Technology

An architecture built on boring, proven tools.

No black box. Your data flows through layers you can see, on infrastructure your IT team already trusts.

Sources
SAPNetSuiteTallyBank feedsGSTNGateways
Ingestion
Validated connectorsScheduled extractsAudit trail
Warehouse
SQL · single sourceVersionedReconciled
Processing
Matching enginesAnomaly scanConsolidation rules
Intelligence
Power BI modelDAX libraryAI assistant
Delivery
DashboardsBoard pack (PDF)Alerts
Governance · Every number has a paper trail

Trace any figure back to its source.

Audit trail, role security, lineage, versions, validation and approval — visible on the pipeline itself, because that’s where they live.

SAP GLv42Source · line-level lineage
Warehousev42Versioned · full history
Board packv42Row-level security · CFO view
Posted 31 Mar 23:59Validated 06:00 · 0 breaksApproved · ControllerPublished · board pack v42
Output · Executive reporting

Board-ready output, every time.

The same governed numbers, assembled into whatever the moment needs. No hand-built files, no version chaos.

Board Pack

Executive summary, KPIs, risks, forecast, recommendations.

Revenue$215M
EBITDA$42M
Net margin13.1%

Monthly Report

The management pack, built from the trial balance on schedule.

Close4 days
Variance±2.1%
Cash$45M

Quarterly Report

Quarter-on-quarter with YTD roll-up and commentary.

QoQ growth+5.5%
GP%32.5%
DSO45d

Forecast Report

Rolling forecast with scenario ranges and accuracy tracking.

Next FY+13%
Accuracy96%
Scenarios3

Variance Report

Budget-to-actual bridges by business unit, drivers isolated.

vs Budget+3.2%
BUs under2 of 5
BridgeAuto

Cash Flow Report

Operating, investing, financing with runway and covenant headroom.

Net cash$45M
Runway18mo
90+ AR$23M
How we deliver · Implementation

From first call to live in about six weeks.

A fixed, transparent methodology. You see working software on your own data before you commit to anything big.

Your data firstWorking software earlyReview, never replaceFull handover, no lock-in
1
Day 0Free

Discovery

We map where the manual hours actually are. 30 minutes, your agenda.

You receiveA prioritised bottleneck map
2
Week 1No system access

Assessment

You send one export. We size the highest-value bottleneck and set the baseline we will be measured against.

You receiveBaseline metrics + scoped pilot proposal
3
Week 2Your IT in the room

Architecture

Integration pattern, warehouse design, security and residency model — agreed on paper before anything is built.

You receiveArchitecture sketch + data-flow diagram
4
Week 3–4Proof before commit

Build

A working automation on your real, anonymised data. You see the exceptions and the time saved, not slides.

You receiveWorking software on your data
5
Week 4–5Side by side

Validation

Parallel run beside your current process. Rules tuned against real edge cases until the numbers tie.

You receiveSigned-off reconciliation of old vs new
6
Week 6Go live

Deployment

Wired into your process, on a schedule, monitored from day one.

You receiveProduction pipeline + runbook
7
Week 6–7Review, not rekey

Training

Your team learns to review and approve — not to operate new tools. Exception workflows, not manuals.

You receiveTraining sessions + handover docs
8
OngoingManaged

Optimization

Monitored, maintained, extended to the next process. Backed by an SLA and a monthly health review.

You receiveMonthly health review + next-process roadmap
This is the journey. Yours starts smaller.
Book a free discovery call
Built for your world · Industry solutions

The same engine, tuned to your sector.

Finance operations rhyme across industries but never rhyme exactly. Pick yours.

Manufacturing

Plants and multi-entity groups running high AP volume, three-way match and plant-wise cost reporting.

Where the hours go
  • High invoice volume, three-way match
  • Cost-centre and plant-wise reporting
  • Intercompany across group entities
What changes
1,900Hours saved / mo
6.2×Annual ROI
4 daysGroup close
Modules we deploy
Accounts payableIntercompanyGL anomaly scanConsolidation
See your manufacturing roadmap
Trust · Security & compliance

Enterprise-grade from the first export.

Security isn't a page we bolt on. It's how the engagement is shaped: least access, full traceability, your choice of residency.

No live system access

We start on exports. No credentials into your production ERP.

Encrypted end to end

In transit and at rest. Your data never sits in the clear.

Least-privilege access

Scoped, logged, revocable. Only what a task needs.

Data residency, your choice

India-first hosting, or your own cloud tenancy.

Full audit trail

Every ingestion and transform is versioned and traceable.

Your cloud, optionally

Deploy inside your Azure / AWS / GCP for zero data egress.

Compliance posture
SOC 2Principles-aligned controls
ISO 27001Aligned ISMS practices
GDPRDPA on request
India DPDP 2023Consent & residency ready
NDASigned before any data

As a specialist studio we align to these standards and support your compliance obligations. Formal certifications are on our roadmap and available in partnership on enterprise engagements.

Get started

Ready to modernize your finance function?

See the platform on your own data in a 20-minute session. No procurement marathon to find out if it's worth it.

Request a live demo

or email hello@yourledger.in

Watch 60-sec demo
Stop doing finance by hand. See what a machine takes off your teams plate.
Take the 2-min assessment