Fintech Dashboard
Client
Ledgerly
Category
SaaS Technology
Year
2025
Tag
Development
Project Overview
A real-time financial dashboard rebuilt from a spreadsheet-based workflow into a proper web application.
The Challenge
Ledgerly's finance team was reconciling numbers across a dozen spreadsheets updated at different times by different people, so nobody trusted the totals by the time a report went out.
What We've Done
We built a single dashboard pulling live data from their existing accounting API, with role-based views so each team saw only what applied to them.
- 1 Strategic Discovery
- 2 Live Accounting API Integration
- 3 Role-Based Dashboard Views
- 4 Reconciliation Workflow Automation
Project Results
Monthly close time dropped from days to hours once the reconciliation work moved into the dashboard itself.
%
Faster Monthly Close
Spreadsheets Retired
Gallery
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