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LedgerFlowAI
AI-Native Accounting Platform

Real Books.
AI-Powered.
Always Balanced.

LedgerFlowAI combines true double-entry bookkeeping with live AI automation — so your books stay clean without the manual work. Every transaction recorded, every report always ready, every action permanently logged.

Launch App — It's FreeExplore Features
5
AI Modules
7
Report Types
100%
Double-Entry
LedgerFlowAI — Dashboard
Dashboard
Invoices
Expenses
Vendor Bills
Reports
AI Insights ✨
Bank Recon
Customers
Revenue
$84,320
+12.4%
Outstanding
$18,450
4 invoices
Net Income
$53,140
+18.2%
Profit & Loss — Q1 2026AI Summary
Recent Invoices
INV-2026-0142
Acme Corp
$12,500
paid
INV-2026-0143
Beta Industries
$4,200
sent
INV-2026-0144
Delta Solutions
$1,800
overdue
AI Insights Active
Ledger Balanced
14-day free trial · No credit card required · Full access to all features
Discover the platform
Platform Capabilities

Everything your business needs,
built on real accounting

Every feature is grounded in proper double-entry accounting. From your first invoice to your year-end reports — LedgerFlowAI keeps the books clean automatically.

⚖️
Core

Double-Entry Engine

Every financial event creates a balanced journal entry — automatically. The accounting equation is enforced at every step with no exceptions.

📄
Transactions

Invoicing

Full invoice lifecycle: draft → sent → partial → paid → overdue. Email PDF delivery, partial payments, recurring schedules, and automatic journal entries on send.

💳
Transactions

Expenses

Record business expenses with vendor, category, payment method, and tax-deductibility flag. Auto-generates a double-entry journal entry on save.

🧾
Transactions

Vendor Bills & AP

Full accounts payable lifecycle: draft → approved → partial/paid. Multi-line bills with approval workflow, payment recording, and automatic journal entries.

👥
Master Data

Customers & Vendors

Complete contact databases with financial KPIs per record — open balance, overdue amounts, total billed YTD, and full transaction history.

📒
Ledger

Journal Entries

Manual journal entry creation with draft → posted workflow. Reversal entries, bulk posting, and automatic entries from every invoice, expense, and bill.

📈
Reports

7 Financial Reports

P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger, AR Aging, and AP Aging — all driven from the live ledger. Filterable by date range, exportable to CSV and PDF.

✨
AI

AI Insights

5 live AI modules powered by Claude: period summaries, period comparisons, cash flow forecasting, plain-English AI assistant, and anomaly detection.

🏦
Reconciliation

Bank Reconciliation

Import bank statements via CSV. Auto-matches transactions to journal entries within ±1% and ±5 days. Manual matching for unmatched items with progress tracking.

📊
Core

Chart of Accounts

Full hierarchical account structure with 8 account types and subtypes. Create, edit, activate, deactivate accounts. Import from CSV.

🛡️
Compliance

Audit Trail

Every action ever taken is permanently logged — creates, updates, deletes, status changes, payments. Before/after snapshots for every change. Immutable and tamper-proof.

🔐
Administration

Administration & RBAC

5 roles (Owner, Admin, Accountant, Member, Viewer), granular 20+ permission resources, user invitations, business settings, API keys, and multi-business support.

Platform Intelligence

From raw data to
AI-powered insights

A structured, intelligent pipeline that transforms financial data into actionable intelligence — automatically.

📥
1

Import Data

Smart CSV Import
↓
✅
2

Validate & Map

4-class error taxonomy
↓
📒
3

Post to Ledger

Double-entry enforcement
↓
📊
4

Generate Reports

7 report types
↓
✨
5

AI Insights

Claude-powered analysis
↓
🛡️
6

Audit & Control

Immutable audit trail
⚡

Real-time Posting

Every transaction is immediately reflected in the general ledger. Reports are always current — no batch processing, no overnight jobs.

🔒

Immutable After Posting

Posted journal entries cannot be edited or deleted. The audit trail is permanent. Corrections go through proper reversal entries.

🌐

REST API & Integrations

Full REST API with scoped access keys. Connect external tools, sync Mindbody, or automate any workflow programmatically.

AI Insights — 5 Live Modules

Accounting that
thinks with you

Five AI-powered modules give you plain-English answers about your financials — from period summaries and forecasts to anomaly alerts and a conversational assistant. Powered by Claude (Anthropic).

Requires a Claude API key — configure in your business settings
📝

Period Summary

live

Plain-English narrative of financial performance for any period — revenue trends, top expense categories, and profitability analysis. No spreadsheet skills needed.

eg. "Revenue grew 12% in Q1, driven by 3 new enterprise clients. Software expenses were the top cost at 31% of total spend."
📊

Compare Periods

live

Side-by-side comparison of any two time periods with AI-generated variance explanation — understand what changed and why.

eg. "Q1 vs Q4: Revenue up $8,200 (+12%). Contractor costs down $3,100 — Q4 project completed."
🔮

Cash Flow Forecast

live

Forward-looking cash position forecast based on historical patterns and outstanding AR/AP balances. Know what's coming before it arrives.

eg. "Projected cash in 30 days: $42,800. 3 invoices totaling $18,450 are due within 2 weeks."
💬

AI Assistant

live

Conversational interface — ask any question about your financials in plain English. Get answers, create journal entries, and understand your books without an accountant.

eg. "Why did expenses increase in March?" / "Draft a depreciation entry for $1,200 equipment."
🔍

Anomaly Detection

live

Automatically flags duplicate payments, unusual transactions, balance integrity issues, and statistical outliers before they become problems.

eg. "Flagged: $48,000 expense is 4× monthly average. Possible duplicate payment detected on Mar 12."
AI AssistantClaude-powered · Live
U
Why did expenses increase in March?
AI
March expenses were $31,840, up $6,200 (+24%) from February. The primary drivers were: (1) Software subscriptions +$2,100 — annual renewal of design tools, (2) Contractor fees +$2,800 — short-term dev project completed, (3) Office supplies +$1,300 — Q1 restocking. These appear normal and non-recurring.
U
Create a depreciation entry for $1,200 equipment.
AI
Here's the journal entry: DR Depreciation Expense (6310) $1,200 CR Accum. Depreciation (1520) $1,200 Date: 2026-03-31 · Ref: JE-2026-0041 Shall I post this entry?

How AI Insights Work

🔑Add your Claude API key in Business Settings → AI
⚙️Enable or disable individual modules per business
🔒Your API key is stored AES-256-GCM encrypted at rest
📊AI reads your live ledger data — no manual export needed
🧠Choose your Claude model version per business
Financial Reporting

Every report,
live from the ledger

Seven report types computed in real-time from posted journal entries. No stale exports. Filter by any date range and download as CSV or PDF.

Profit & LossBalance SheetTrial BalanceGeneral LedgerCash FlowA/R AgingA/P Aging
📈

Profit & Loss

Income vs. expenses over a period. Shows revenue by category, expense breakdown, and net income.

Total Revenue$84,320
Cost of Goods$18,200
Operating Exp$12,980
Net Income$53,140
⚖️

Balance Sheet

Assets = Liabilities + Equity at a point in time. Snapshot of financial position.

Total Assets$142,880
Total Liabilities$38,140
Total Equity$104,740
✅

Trial Balance

All accounts with cumulative debits and credits. Verifies the ledger is balanced.

Total Debits$284,620
Total Credits$284,620
StatusBALANCED
⏱️

A/R Aging Report

Outstanding invoices by days overdue

Current
$12,500
1–30 days
$8,200
31–60
$5,100
61–90
$3,800
Over 90
$1,940
Grand Total$31,540
📔

General Ledger

All posted journal lines — March 2026

DateRefDescriptionAmount
03-01INV-0142Revenue — Client Services$12,500
03-03INV-0143Revenue — Consulting$8,200
03-08EXP-0089Software Subscriptions$1,840
03-15JE-0031Depreciation$850
03-28PMT-0061Payment received$12,500
Integrations & API

Connect your business.
Integrate everything.

LedgerFlowAI connects to Mindbody for fitness studios, offers a full REST API with scoped access keys, and handles billing through Stripe — all live and available today.

🧘

Mindbody Integration

Live
  • ✓Pull clients from Mindbody → create/update customer records
  • ✓Import sales → create invoices (status: paid) with journal entries
  • ✓Auto-sync on a configurable schedule (e.g. every hour)
  • ✓Lookback window to import historical sales
  • ✓Idempotent — re-running skips already-imported records
🌐

REST API & Scoped Keys

Live
  • ✓Full JSON REST API — every operation is programmable
  • ✓Create scoped API keys: read-only, read-write, or admin
  • ✓JWT authentication — same auth as the web interface
  • ✓All API activity captured in the immutable audit log
  • ✓No special agent API required — standard REST endpoints
📥

CSV Smart Import

Live
  • ✓Bulk import Chart of Accounts, Customers, and Vendors via CSV
  • ✓Step-by-step wizard: upload → map columns → validate → execute
  • ✓Row-level error reporting with specific error messages
  • ✓Import history with status tracking and search
  • ✓Idempotent update-or-create matching on re-import
💳

Stripe Billing

Live
  • ✓14-day free trial — no credit card required to start
  • ✓Stripe Checkout for secure subscription payment
  • ✓Self-service Customer Portal: manage plan, update payment method
  • ✓7-day read-only grace period after subscription lapses
  • ✓Trial and subscription status visible in-app

Mindbody Sync Log

Mindbody Sync — Auto
Last run: 4 min ago · every hour
TypeRecordResult
clientSarah Chen✓ Customer created
clientMarcus Williams✓ Customer updated
saleMembership — Mar✓ Invoice + JE posted
saleDrop-in Class✓ Invoice + JE posted
saleRetail — Yoga Mat✓ Invoice + JE posted
5 records synced · 0 errors · idempotent re-run safe

API Key Management

REST API — Scoped Access Keys

Reporting Integration
Created Mar 1, 2026 · Last used 2h ago
read-only
Automation Agent
Created Feb 15, 2026 · Last used 4m ago
read-write
External Dashboard
Created Jan 20, 2026 · Last used 1d ago
read-only

Keys are bcrypt-hashed — shown once on creation. Revoke at any time.

Smart Import & Export

Data in, data out —
without the guesswork

CSV bulk import with a step-by-step wizard, row-level validation, and clear error reporting. Export any report to CSV or PDF in one click.

Smart Import — Customers.csv3 imported · 1 skipped · 1 error
Validating
Complete
RowStatusExternal IDNameNote
1✓ okCUST-001Acme Corp
2✓ okCUST-002Beta Industries
3✗ errorCUST-003—MISSING: customer_name required
4⊘ skipCUST-001Acme CorpDUPLICATE: matched by external_id
5✓ okCUST-004Delta Solutions
Download error log (CSV)

Supported Import Types

📊Chart of Accounts6 fields
👥Customers8 fields
🏢Vendors8 fields

Error Classification

REFERENTIALReferenced record not found
MISSINGRequired field is blank
DUPLICATERecord already exists (skipped)
VALIDATIONValue fails format or range check

Each error class is attached to the row in the downloadable error log.

Export Formats

📊
CSV
Universal spreadsheet format
📕
PDF
Print-ready formatted report

Available for all 7 financial reports.

🔁Update-or-create matching by external ID or name — safe to re-import
👁️Validation preview — see row errors before any data is committed
🕒Full import history with status tracking and search by filename
📋Row-level error log downloadable as CSV
System Architecture

Built to be extended,
not just used

A clean, layered architecture where every component has a defined responsibility. Service-first. API-accessible. Agent-ready.

Clients
🌐
Web App
React + Vite
🤖
AI Agents
Claude / GPT / etc
⚙️
Automation
Workflows / Cron
📱
Mobile (soon)
React Native
API Layer
🔐
Auth
JWT / Refresh
🏢
Business API
RESTful routes
🤖
Agent API
Action registry + executor
📝
Audit Log
Idempotency + trail
App Services
📄
Invoice Svc
Lifecycle + PDF
💳
Expense Svc
Categorization
📒
Journal Svc
Entry management
📊
Report Svc
7 report types
Core Engine
⚖️
Accounting Engine
Double-entry enforcement
⚡
Import Engine
Validate + map + post
📤
Export Engine
CSV / PDF export
✨
AI Engine
Classify + detect + assist
Data
🗄️
PostgreSQL
General ledger
🔗
Knex.js ORM
Migrations
📋
Audit Tables
agent_audit_log

Technology Stack

Backend
Node.js 18+ · Express · Knex.js
Database
PostgreSQL 14+
Frontend
React 18 · Vite · TanStack Query
State
Zustand · React Router v6
Auth
JWT (access + refresh tokens)
AI
Anthropic Claude API
PDF
PDFKit
Deploy
Docker Compose · Nginx

Design Principles

📐
Ledger-First
Every financial event is a journal entry. The ledger is the source of truth for all reports.
🌐
API-First
All business logic is accessible via REST. The UI is just one consumer.
🔀
Model-Agnostic AI
AI modules are pluggable. Swap providers without touching the core engine.
🔒
Immutable Audit Trail
Posted entries and agent actions cannot be deleted — only corrected through proper accounting.
Pricing

Start free.
Upgrade when you're ready.

Get full access to every feature for 14 days — no credit card required. When your trial ends, subscribe to keep your data and continue where you left off.

14-Day Free Trial — No Credit Card Required
$0to start

Full access to the entire platform. Cancel anytime.

Start Your Free Trial

Powered by Stripe · 7-day read-only grace period after trial ends · Your data is always yours

Everything included in your trial

Unlimited invoices, customers & vendors
All 7 financial reports (CSV + PDF export)
5 AI Insight modules (Claude-powered)
Bank reconciliation with auto-matching
Vendor bills & accounts payable
Recurring invoice schedules
Full audit trail — immutable & tamper-proof
Role-based access control (5 roles)
Team member invitations
Mindbody integration
REST API with scoped access keys
CSV bulk import & data export
Multi-business support
AES-256 encryption at rest
🔒
AES-256 Encrypted
All secrets stored encrypted at rest
📋
Immutable Audit Log
Every action permanently recorded
🏢
Multi-Business
Manage multiple entities from one account