Ledgerly
SME owners were making decisions on numbers three weeks old, then getting surprised by cash.
Bookkeeping ran monthly; decisions had to be made daily. Owners were flying blind between accounting cycles, discovering cash problems only after they'd already happened.
Bank, invoicing and payroll data could be joined into one live picture — nobody had made it legible yet. The opportunity wasn't a better spreadsheet; it was a live, explainable forecast owners could actually trust.
A cash-position dashboard with a rolling 13-week forecast and a dedicated collections workspace.
Transaction categorisation, anomaly alerts and late-payment prediction — every prediction explainable and correctable, never a black box.
An accountant partner programme paired with onboarding rebuilt around time-to-first-insight, not feature tours.
We spent the first two weeks mapping how owners actually made cash decisions today, then architected a data model that could join banking, invoicing and payroll cleanly. The forecast and collections workspace shipped as the MVP; anomaly detection and the partner programme followed once the core loop was proven.
One shared board, weekly demos, no surprises. It's the first engagement that felt like an extension of our own team.
Want the version of this story with your name on it?
We'll walk you through this engagement end to end — scope, cost, what went wrong, what we'd do differently.