Ledgerly Document Workflow
Bookkeeping & accounting
A document workflow designed to extract sample invoice details, flag missing information and prepare requests for human approval.
This page describes the planned app. Access opens after deployment and testing.
Screenshots available after deployment
The problem
Bookkeepers spend time moving invoice fields between systems and asking for missing documents. A reviewable extraction workflow helps people focus on exceptions.
What we’re building
- Sample PDF and image uploads
- Real AI extraction with structured fields
- Missing-field checks and a review queue
- Sample ledger matching
- Document chaser drafts and email previews
- Admin action history and tool timings
How the planned workflow connects
- Sample document
- AI extraction
- Validation
- Human review
- Ledger + preview
What you’ll be able to try
- Upload one of the provided sample invoices
- Review a missing-field warning
- Generate a document request without sending email
Suggested actions for the upcoming demo
Your version
Your brand, approved business data and integrations, with access controls, staff training and an agreed delivery scope. Sample records are replaced only after your production setup is ready.
Typical delivery: 4–6 weeks for an agreed document workflow. Confirmed after discovery.
From $2,400 USDFinal scope and quote agreed before development. Third-party usage fees are separate.
The price is the service’s starting scope, not a quote for every feature in this showcase.
Planned foundations
- Vision AI
- PDF extraction
- Supabase
- Review queue
- assistant-ui — MIT · proposed foundation; license verified before use
- Vercel AI SDK — Apache-2.0 · proposed foundation; license verified before use
Each app will be customized and extended by KeAitec, with original licenses and attribution retained.
Discuss your bookkeeping & accounting project
We’ll review your goals, recommend a starting scope and explain the next steps.