Agree the input and control boundary
Identify invoices, purchase orders, receipts, approval thresholds and responsible reviewers.
Review an invoice mismatch before deciding the next action.
Invoice, purchase-order and receipt data can disagree. LedgerSight brings the exception context and proposed next step to a reviewer, with evidence of the decision retained.
A workflow with a person at the decision point
Investigate the mismatch
Review the relevant line, amount, quantity or reference context. The proposed explanation remains separate from an approved action.
Keep the approval and outcome
Record the reviewer, reason and any approved next step. Payment or posting is not performed autonomously by LedgerSight.
Exceptions worth examining
Price or quantity mismatch
Keep the invoice, order and receipt context together so the reviewer can inspect the discrepancy.
Missing receipt
Request the agreed supporting evidence rather than treating an incomplete source as confirmed.
Duplicate-looking invoice
Retain the reason for the flag and the person’s resolution without assuming the flag proves duplication.
What to bring to a walkthrough
Bring a description of the current process, the systems involved, the exception types you see and who approves resolutions. Start with sample or redacted inputs; do not send financial records through the website enquiry form.
Input formats, connected systems, approval routing and evidence export requirements are agreed during scoping. See the security review checklist before discussing deployment.
Follow the evidence
A useful record connects source context, the proposed resolution, the policy boundary, the human decision and the outcome. Read the fictional sample evidence record to understand the field shape.
Explore LedgerSight for the wider finance workflow or the accounting-firm pilot for a scoped starting point.
Questions to clarify
Does LedgerSight replace our accounting system?
No. It supports review around the systems already in use. Compatibility and any approved-action handoff are confirmed during scoping.
Can an AI recommendation change the books automatically?
LedgerSight does not post entries or make payments on its own. A reviewer sees the proposal and supporting context before an approved business action.