Agree the scope
Choose one reconciliation workflow, a representative dataset and the reviewers who will assess it.
Review the exceptions.
Keep the evidence.
For small accounting firms and growing teams: explore a scoped LedgerSight pilot that helps accountants investigate reconciliation differences while keeping approval and the accounting record under human control.
From agreed inputs to a reviewable output
- File or data inputAgree sample bank and ledger exports, formats and access during scoping.
- Identify exceptionsSurface unmatched lines, duplicates and timing differences with source context.
- Accountant reviewInvestigate the proposed resolution and supporting context.
- Human approvalAn authorised accountant approves, rejects or overrides the proposal.
- Evidence outputPrepare an audit workbook or evidence export in an agreed format.
A focused 6-week pilot
Review together
Evaluate exception quality, approval steps and the usefulness of the evidence with your accountants.
Decide the next step
Review the agreed acceptance criteria and whether a wider deployment fits your firm.
Timing, data inputs, delivery format and success criteria are confirmed during scoping. A pilot enquiry does not commit you to a contract. Pricing is discussed privately.
Your accounting system remains the system of record
LedgerSight supports investigation, recommendations and evidence. It does not autonomously post entries or make payments. File compatibility, integrations and any approved downstream action are confirmed for the specific engagement; no named software integration is implied.
Full LedgerSight workflow and boundaries · Security review · Evidence Fabric