Automation specialists · Finance operations

Better finance decisions. Less manual work.Clearer visibility.

We help growing businesses automate reporting, simplify finance operations, and gain the visibility they need to make better business decisions — using the systems they already have. Your team stops doing the manual work and starts verifying it.

Built by finance operators · For growing businesses · Deployed across multi-entity groups in five countries

YourLedger OS · live
41,872entries scanned99.47%auto-matched3pipelines active96.1%forecast accuracyonencryption06:00 ISTlast refresh
ERPAPIValidationWarehouseBusiness LogicAI EngineDashboardDecision
Explore the full pipeline →
The core truth

Finance doesn’t have a software problem. It has a time problem.

It’s 7:40 on a Tuesday morning. The CFO opens the phone looking for three numbers: cash in bank, collections against plan, yesterday’s sales. What arrives instead is a spreadsheet exported last Thursday, two versions of the same P&L, and a note that says “final after close.”

Your team isn’t slow. They’re buried. Every invoice is read and typed by hand. Every bank line is matched in a spreadsheet. Every intercompany balance is chased across entities over email. Every month-end, the same reports are rebuilt from scratch. The tools exist: an ERP, Excel, maybe Power BI. But the work between them is still manual, and that manual work eats the hours your team should spend actually understanding the numbers.

Automation doesn’t fire anyone. It deletes the keying and the matching, and hands your team back the one thing they never have: time to check, question, and decide.

What the corner office actually wants every morning

The CEO

Yesterday’s sales, cash in bank, and one margin number they can trust before the 9:00 call.

What lands instead: A deck from last Thursday, in two versions.

The CFO

Cash runway, DSO, budget versus actual, covenant headroom. On demand, not after close.

What lands instead: A board pack that takes ten days and is stale on arrival.

The Controller

A close that ends. Reconciliations that roll forward. An audit with no surprises.

What lands instead: Late nights rebuilding what was rebuilt last month.

We are automation specialists for finance operations. We build the machine that prepares all of it, so the morning number is simply there: current, consistent, and trusted.

The machine prepares. Your team approves.

The problem library
01 / 11 · Accounts Payable
Where does your month go?

Eleven kinds of manual work we delete. Find yours.

Each one follows the same rhythm: the reality of the manual work, what it costs, what we automate, and what your team does instead. Jump to the problem that’s yours.

01 · Accounts Payable

Your AP team keys invoices by hand, checks them by hand. And the duplicate still slips through.

The reality

Invoices arrive as PDFs, email attachments, scanned paper. Someone opens each one, reads off the vendor, amount, tax, and PO number, and types it into the ERP. Then they match it against the purchase order and the goods receipt (the three-way match), code it to the right GL account and cost centre, and route it for approval. Multiply by several hundred invoices a month.

What it costs

Hours of keying every single day. A mistyped amount becomes a wrong payment. The same invoice, received twice, gets paid twice, and nobody catches it until the vendor statement doesn’t tie. Early-payment discounts evaporate because approvals crawled. And at month-end, accruals get estimated because open invoices were never fully captured.

What we automate

  • Invoice data extracted automatically from the document
  • Three-way match run against PO and goods receipt
  • Duplicates and price/quantity mismatches flagged before payment
  • Line items pre-coded from vendor history
  • Only the genuine exceptions surface for a human

“Reviews the flagged exceptions and approves. Not typing. Verifying.”

Accounts Payable · Three-way match
247
Invoices
241
Auto-matched
6
Exceptions
VendorInvoiceAmountPO · GRN
Meridian IndustrialINV-88213₹4,82,650Matched
Kore LogisticsINV-10457₹1,18,200Matched
Apex FabricationINV-70091₹12,45,900Qty mismatch
Trident PolymersINV-33518₹78,400Matched
Kore LogisticsINV-10457₹1,18,200Duplicate
Sundara MetalsINV-55742₹6,03,150Matched

Invoices auto-matched to PO and GRN; only the 6 exceptions need a human. Shown with representative data; your deployment runs on yours.

02 · Accounts Receivable

A payment lands in the bank. Now guess which twelve invoices it’s paying.

The reality

A customer pays one lump sum against several invoices. They short-pay one, take a deduction on another, and send no remittance advice. Someone opens the bank statement, opens the AR ledger, and matches receipts to invoices by hand in Excel. Unapplied cash sits for weeks. Collections chase customers who already paid.

What it costs

DSO looks worse than reality because cash isn’t applied. Unallocated receipts pile up. Collectors waste calls on settled invoices. Disputes and deductions go untracked until they’re written off.

What we automate

  • Incoming receipts auto-matched to open invoices, including partial payments and split settlements
  • Deductions and short-pays flagged with a reason
  • Unapplied cash surfaced daily instead of discovered at month-end

“Resolves the genuinely ambiguous receipts and the real disputes: the 10% that need judgment, not the 90% that were obvious.”

Cash Application · Receipt \u20B912,40,000 · Orchid Retail Pvt Ltd
₹12.4L
Receipt
11
Invoices applied
1
Short-pay flagged
Open invoiceAllocationStatus
INV-2201₹2,40,000Applied
INV-2205₹1,85,500Applied
INV-2210₹3,72,000Applied
INV-2214₹4,24,000Applied
INV-2217₹18,500 shortDeduction claimed

One lump-sum receipt, auto-applied across eleven invoices; the short-pay flagged with its reason. Shown with representative data; your deployment runs on yours.

03 · Bank Reconciliation

Every month, someone rebuilds the same bank reconciliation from scratch.

The reality

Export the bank statement. Export the cash book or GL. Line them up in a spreadsheet. VLOOKUP one against the other. Eyeball the unmatched rows. Chase the timing differences, the bank charges, the auto-debits nobody booked. Then do it again for the next account, and the next currency, and the next entity.

What it costs

A full day or more, every month, per set of accounts. Pure mechanical matching that produces no insight. Errors hide in the rows that “looked matched.” Cash position is never quite trusted because the rec is always a few days behind.

What we automate

  • Statement lines matched to book entries by rule and by fuzzy logic
  • The obvious matches cleared automatically
  • True exceptions (unbooked charges, timing breaks, genuine discrepancies) isolated in one view
  • The reconciliation rolls forward instead of being rebuilt

“Investigates the real breaks. The matching is done before they sit down.”

Bank Reconciliation · HDFC ****4417 · March
1,211
Statement lines
1,204
Matched
7
Breaks
Bank lineAmountBook entryStatus
NEFT CR 448812₹8,42,100Receipt · Orchid RetailMatched
ACH DR VENDPAY₹3,15,880Payment · Kore LogisticsMatched
CHG-STMT-FEE₹2,950Not in booksUnbooked charge
IMPS CR 220417₹66,000Receipt · Vega TradersMatched
AUTO-DR LEASE₹1,45,000Not in booksTiming break

1,204 statement lines matched automatically; 7 breaks isolated for review. Shown with representative data; your deployment runs on yours.

04 · Intercompany

Entity A says they’re owed ₹40 lakh. Entity B has never heard of it.

The reality

In a multi-entity group, every company keeps its own ledger, often in its own currency. For consolidation, the intercompany balances between them have to agree. But timing differences, FX, and plain disagreement mean they rarely do. At close, controllers email spreadsheets back and forth trying to reconcile who booked what, while the consolidation waits.

What it costs

The single biggest bottleneck at group close. Days lost to cross-entity email threads. Eliminations done under time pressure and error. Auditors circle the unreconciled balances every year.

What we automate

  • Intercompany balances pulled from every entity into one view
  • Counterparties matched pair by pair
  • Mismatches flagged with the reason: timing, FX, or a missing entry on one side
  • Elimination entries prepared for consolidation

“Adjudicates the genuine disputes between entities, instead of hunting for them across a dozen spreadsheets first.”

Intercompany · Counterparty matrix · Group close
20
Pairs
18
Agreed
2
Mismatched
EntityINSGAEUKUS
IN₹40.2L₹22.0L
FX difference
₹15.3L₹31.5L
SG₹3.6L₹5.8L₹7.2L₹8.1L
AE₹15.3L₹31.5L₹40.2L₹22.0L
UK₹7.2L₹8.1L
Missing entry
₹3.6L₹5.8L
US₹40.2L₹22.0L₹15.3L₹31.5L

Five entities, every counterparty pair reconciled; two mismatches flagged with their reason. Shown with representative data; your deployment runs on yours.

05 · Month-End Close

Close takes ten days. Six of them are moving data, not thinking about it.

The reality

Accruals, prepaids, depreciation, standard journals, reconciliations, the review, the reporting. A fixed sequence of mostly mechanical tasks, done under deadline, often late into the night. The analysis that leadership actually wants gets whatever hours are left, which is usually none.

What it costs

A close calendar measured in days instead of hours. Burnout. And numbers that go to the board before anyone had time to ask whether they make sense.

What we automate

  • The mechanical layer (recurring journals, reconciliations, roll-forwards) runs on its own
  • The reporting build assembles itself
  • Anomaly checks flag the entries worth a second look

“Reviews, questions, and closes faster, with time left over to explain the numbers, not just produce them.”

Month-End Close · Day 3 of 4
14/18
Tasks complete
11
Ran automatically
3
Need the team
TaskStatus
Recurring journals postedDone · auto
Bank reconciliations (9 accounts)Done · auto
Prepaid & accrual roll-forwardsDone · auto
GL anomaly scanRunning
Management reviewTeam · today
Board pack buildQueued · auto

The close checklist runs itself; the team reviews what the machine finished overnight. Shown with representative data; your deployment runs on yours.

06 · GL Anomaly Detection

The error was always in the ledger. Nobody had time to look at 40,000 lines.

The reality

Backdated postings. Duplicate payments. Round-number entries that rarely occur naturally. FX movements outside any sane range. Dormant accounts that suddenly move. A spike of manual journals right at the period boundary. All of it sits in the GL, invisible, because no human reviews every line.

What it costs

Errors and irregularities found in the audit, not before it. Sometimes a restatement. Always a scramble.

What we automate

  • A scan across the full ledger for exactly these patterns
  • Every entry risk-scored
  • The highest-exposure items ranked first, so review starts with the twenty entries that matter, not the twenty thousand that don’t

“Investigates the ranked exceptions. A month of ledger reviewed in minutes.”

GL Anomaly Scan · 41,872 entries · 0:52s
41,872
Entries scanned
12
Flagged
₹3.8Cr
Exposure ranked
RiskPatternValue
96Backdated IC invoice · posted 28 days after period₹2.1 Cr
91FX loss outside 3σ band · Entity AE₹94.0L
78Duplicate vendor payment · same ref, same day₹12.4L
64Round-number journal at period boundary₹50.0L
57Dormant account moved after 14 months₹8.2L

41,872 entries scanned; the twelve worth a second look, ranked by exposure. Shown with representative data; your deployment runs on yours.

07 · Board Reporting

The board pack is rebuilt by hand every month. And the numbers don’t always tie.

The reality

Pull the trial balance. Copy it into the model. Reformat the P&L. Rebuild the EBITDA bridge. Update the variance commentary. Fix the chart that broke. Version 4 goes out, then someone spots that version 3’s number was wrong.

What it costs

Days of copy-paste that produce no analysis. Version-control errors that reach leadership. A reporting process that’s fragile because it lives in one person’s spreadsheet.

What we automate

  • Raw trial-balance data flows into a reporting layer that refreshes itself
  • P&L, Adjusted EBITDA, variance bridges rebuilt on a schedule
  • Board-ready output, not a hand-assembled file

“Writes the commentary and interrogates the movements. The reporting builds itself underneath them.”

Board Pack · Adjusted EBITDA bridge · refreshed 06:00 IST
₹67.2Cr
Adj. EBITDA
+8.1%
vs Feb
−1.2%
vs Budget
EBITDA Feb
Volume
Price
Input cost
Opex
EBITDA Mar

The pack rebuilds itself from the trial balance on schedule. Same numbers, every version. Shown with representative data; your deployment runs on yours.

08 · Consolidation

Your group consolidation lives in one heroic Excel file only one person understands.

The reality

Multiple entities, multiple currencies, intercompany eliminations, translation, minority interest. All held together in a spreadsheet built over years, understood by one person, and terrifying to touch.

What it costs

Key-person risk. Slow, fragile group close. Every new entity or restructure means surgery on a file everyone’s afraid of.

What we automate

  • Entity data pulled together into a structured consolidation
  • Eliminations and translation applied by rule
  • The roll-up produced consistently, not reconstructed each period

“Owns the judgment calls, not the plumbing.”

Consolidation · Group roll-up · March
4
Entities
3
Currencies
100%
Rule-applied
LineRevenueStatus
Entity IN · INR₹412.6 CrLoaded
Entity SG · SGD₹88.3 CrTranslated
Entity AE · AED₹61.9 CrTranslated
Entity UK · GBP₹47.2 CrTranslated
IC eliminations−₹34.8 CrRule-based
Group₹575.2 CrRolled up

Entities roll up through rule-based eliminations. The same way, every period. Shown with representative data; your deployment runs on yours.

09 · Budgeting & Forecasting

Budget season means forty spreadsheets and no single version of the truth.

The reality

Each department sends its own template. Someone stitches them together, calibrates gross margin by business unit, and then does it all again for every reforecast. Budget-versus-actual is a manual reconciliation of moving targets.

What it costs

Weeks of consolidation. Version chaos. A budget that’s stale before it’s approved.

What we automate

  • A driver-based build with margin calibration by business unit
  • One consolidated model
  • Budget-versus-actual that updates as actuals land

“Sets the assumptions and challenges the drivers. The model does the arithmetic.”

Budget vs Actual · Q1 · driver-based model
1
Model, all BUs
+3.2%
Rev vs budget
Live
Actuals feed
BU North · B
A
BU South · B
A
BU West · B
A
Exports · B
A

One driver-based model; budget vs actual refreshes as actuals land. Shown with representative data; your deployment runs on yours.

10 · Data Pipeline

Everyone pulls their own export. No two numbers match.

The reality

Each analyst logs into the ERP and pulls their own extract. Each keeps their own copy. Reports disagree because they’re built on different pulls from different days. Half of every meeting is spent reconciling the reconciliations.

What it costs

No trusted number. Endless “whose figure is right?” Stale data driving decisions.

What we automate

  • A pipeline from your ERP (SAP, NetSuite, Oracle, Tally, Zoho) into a single database
  • Refreshed on a schedule
  • One reporting layer. Everyone reads from the same source, always current.

“Analyses one set of numbers instead of arguing about five.”

Data Pipeline · scheduled refresh 06:00 / 18:00 IST
1
Source of truth
2×
Daily refresh
06:00
Last run · OK
ERP
SAP · NetSuite · Tally
SQL Warehouse
Validated · versioned
Reporting layer
Power BI · board pack
GL extract · all entities41,872 rows06:00 · OK
AR / AP subledgers8,214 rows06:00 · OK
Bank feeds · 9 accounts1,211 rows06:01 · OK

ERP → SQL → BI on a scheduled refresh. One source; every report agrees. Shown with representative data; your deployment runs on yours.

11 · GST Reconciliation

GSTR-2B versus your purchase register: the monthly match nobody enjoys.

The reality

Every month, the purchase register has to be matched against GSTR-2B to claim the right input tax credit. Mismatches (a supplier who didn’t file, a wrong GSTIN, an amount that differs) mean lost ITC or a notice later. Same story with TDS and e-invoice reconciliation. Most teams do it in Excel, line by line.

What it costs

Blocked input credit. Compliance exposure. Hours of manual matching against a portal download.

What we automate

  • Purchase register matched to GSTR-2B automatically
  • Mismatches categorised: supplier not filed, GSTIN error, value difference
  • A clean reconciliation produced for the return

“Chases the specific suppliers behind the flagged gaps, instead of finding the gaps by hand first.”

GST · Purchase register vs GSTR-2B · March
98.1%
Auto-matched
26
Mismatches
₹4.9L
ITC protected
CategoryLinesValueAction
Matched to GSTR-2B1,326 lines₹4.61 Cr ITCClean
Supplier not filed14 lines₹3.4L at riskChase supplier
GSTIN error3 lines₹48,200Fix & re-claim
Value difference9 lines₹1.1LReview

Register matched to 2B; every mismatch categorised before the return. Shown with representative data; your deployment runs on yours.

One size doesn’t fit all

These are different problems. They don’t share one solution.

AP data entry has nothing in common with intercompany reconciliation, which has nothing in common with rebuilding a board pack. Anyone selling you a single box that “automates finance” hasn’t done the work. We build for the specific bottleneck that’s costing your team its hours, and we start with the one that hurts most, not all of them at once.

01Accounts Payable02Accounts Receivable03Bank Reconciliation04Intercompany05Month-End Close06GL Anomaly Detection07Board Reporting08Consolidation09Budgeting & Forecasting10Data Pipeline11GST Reconciliation

Tell us where the month goes. We’ll tell you what’s automatable.

Interactive · How the machine works

Pick a process. Watch it run.

Each finance process becomes a pipeline where the mechanical steps run themselves and your team owns the judgment. Click any step.

Automated

Capture · PDF, email, scan

The document lands in any format. Data is read off automatically: vendor, amount, tax, PO number. No keying.

How an engagement works

From “where do the hours go?” to a system your team reviews.

1

We map your bottleneck

A short call to find where the manual hours actually are. It’s rarely where people assume.

2

You send a sample export

A GL, an invoice batch, a bank statement. Real data, anonymised if you prefer. No system access needed to start.

3

We build and show

A working automation on your own data, so you see the exceptions and the time saved before you commit further.

4

We deploy and maintain

Wired into your process, running on a schedule, with the team trained to review and approve.

Interactive · ROI calculator

See what the manual grind costs you.

Move the sliders to match your finance operation. The estimate updates live. Illustrative model, not a quote, but grounded in the ranges we see across engagements.

₹120 Cr
260
8
600
420 hrs
50
8 days
Your estimateHigh opportunity
Estimated annual savings
₹36.3 L
Annual ROI
4.8×
Time saved
286 hrs/mo
≈ 36 working days a month
Payback period
2.5 months
Month-end close
8 → 3 days
Forecast accuracy
82% → 96%
driver-based, refreshed as actuals land
Reporting
60 hrs → minutes
50 reports scheduled, not assembled
Automation score
65
See my transformation roadmap →
Free · 2-minute assessment

How automated is your finance function, really?

Seven questions. A maturity score, an automation-potential score, an estimated saving, and a 90-day roadmap you can download. No sales call required to see it.

7 questionsInstant scorePDF roadmap

Built from what we see across multi-entity finance teams. You’ll get a benchmarked score and a concrete first-30-days plan, not a generic brochure.

Your result, in 2 minutes
The result
One scan.Two entries.₹0 crore.

On a multi-entity engineering group operating across five countries, an automated GL scan flagged two entries that had passed manual review: a backdated intercompany invoice and a misstated FX loss, together worth roughly ₹360 crore. Both were surfaced, investigated, and reversed. The scan took under a minute.

Client details withheld under confidentiality. The same technique ships in every yourledger engagement.

Interactive · Live dashboard

The reporting layer, already built.

This is the kind of board-ready view that refreshes itself from your ERP. Fictional group, real structure. Switch metrics; every chart animates from live data.

Nordwind Group · Revenue · refreshed 06:00 IST
₹601 Cr
FY revenue
+12.4%
YoY
₹67 Cr
Best month
AprJunAugOctDecFebMar
Interactive · AI finance assistant

Ask the ledger a question.

A glimpse of what sits on top once the data is clean and current: plain-language answers, grounded in the numbers. Try a prompt.

yl
yourledger assistant
Reading Nordwind Group ledger
Ask me about Nordwind Group’s numbers. I read the same ledger your team does, so try a real question.

Scripted demo on fictional data. In a live deployment the assistant reads your actual, reconciled ledger.

The platform

The whole thing, as an interactive product.

A live analytics workspace, an AI finance copilot, 15 modules, automation studio and the full data-to-decisions pipeline. Explore it end to end.

Explore the platform →
Evidence over adjectives

Every claim on this site runs.

We don't ask you to believe copy. Each statement below links to the working module that demonstrates it — on this site, right now.

“We automate reporting.”

Not a promise — a pipeline. Watch a document travel capture → extract → match → post with zero keying.

Watch the live workflow →

“We improve forecasting.”

Driver-based models on governed data, re-fit as every actual lands. The before/after is modelled openly, assumptions disclosed.

See the before / after math →

“We enable AI your auditors can accept.”

Every AI conclusion shows its reasoning chain — signal, anomaly, variance, root cause — step by step, on screen.

Watch the AI reason, live →
Seen enough to talk?
Generate my personalised roadmap →
Evidence · Transformation stories

How it actually happened.

Three engagements, told end to end — situation to executive insight. Anonymised under confidentiality; the numbers shipped.

5countries
10 daysclose, before
SAPsystem of record
8 weeksto live

A group operating across five countries, closing in ten days, with intercompany balances reconciled over email threads and a GL nobody had time to fully review.

Your numbers deserve the same story.
See the measurable impact →
Evidence · Measurable impact

What actually changed.

Outcomes from the engagements told below — not aspirations. Your baseline is measured in discovery, and the target is agreed before we build.

Close cycle
10 days4 days
Multi-entity engineering group, five countries
Forecast accuracy
78%96%
Driver-based model, refreshed as actuals land
Board reporting
40 hrs10 min
Pack assembles itself from the trial balance
Reconciliation
Full day7 breaks
Machine clears the obvious, isolates true exceptions

Anonymised under confidentiality; every figure shipped in a live engagement and is verifiable in a reference call.

0+years in finance operations
0countries closed across
0ERP ecosystems integrated
0%of engagements include documentation & knowledge transfer
0lock-in — full handover included, always
0industries we work in

Built on practical finance and analytics experience. These numbers describe how we work — verify any of them in a reference call.

Built for your world · Industry solutions

The same engine, tuned to your sector.

Finance operations rhyme across industries but never rhyme exactly. Pick yours.

Manufacturing

Plants and multi-entity groups running high AP volume, three-way match and plant-wise cost reporting.

Where the hours go
  • High invoice volume, three-way match
  • Cost-centre and plant-wise reporting
  • Intercompany across group entities
What changes
1,900Hours saved / mo
6.2×Annual ROI
4 daysGroup close
Modules we deploy
Accounts payableIntercompanyGL anomaly scanConsolidation
See your manufacturing roadmap →
The toolkit

Not ready to talk? Run it yourself.

The same techniques, packaged as self-serve templates you can put to work this week. No engagement required.

Board Deck / MIS Workbook

Raw trial balance → formatted monthly board pack.

Power BI FP&A Dashboard

P&L, EBITDA, variance bridge, full DAX library.

GL Anomaly Detection Toolkit

Flags backdated, duplicate, round-number, FX outliers. Risk-scored.

Annual Budget Model

Multi-entity, margin-by-BU, driver-based.

ERP → SQL → Power BI Pipeline Kit

The scheduled-refresh blueprint.

Browse the toolkit →
Interactive · Integrations

We work on your export, not against your stack.

yourledger connects to what you already run. Click any integration to see exactly what syncs, what gets automated, and why it matters.

Under the hood · Technology

An architecture built on boring, proven tools.

No black box. Your data flows through layers you can see, on infrastructure your IT team already trusts.

Sources
SAPNetSuiteTallyBank feedsGSTNGateways
Ingestion
Validated connectorsScheduled extractsAudit trail
Warehouse
SQL · single sourceVersionedReconciled
Processing
Matching enginesAnomaly scanConsolidation rules
Intelligence
Power BI modelDAX libraryAI assistant
Delivery
DashboardsBoard pack (PDF)Alerts
Trust · Security & compliance

Enterprise-grade from the first export.

Security isn't a page we bolt on. It's how the engagement is shaped: least access, full traceability, your choice of residency.

No live system access

We start on exports. No credentials into your production ERP.

Encrypted end to end

In transit and at rest. Your data never sits in the clear.

Least-privilege access

Scoped, logged, revocable. Only what a task needs.

Data residency, your choice

India-first hosting, or your own cloud tenancy.

Full audit trail

Every ingestion and transform is versioned and traceable.

Your cloud, optionally

Deploy inside your Azure / AWS / GCP for zero data egress.

Compliance posture
SOC 2Principles-aligned controls
ISO 27001Aligned ISMS practices
GDPRDPA on request
India DPDP 2023Consent & residency ready
NDASigned before any data

As a specialist studio we align to these standards and support your compliance obligations. Formal certifications are on our roadmap and available in partnership on enterprise engagements.

How we deliver · Implementation

From first call to live in about six weeks.

A fixed, transparent methodology. You see working software on your own data before you commit to anything big.

Your data firstWorking software earlyReview, never replaceFull handover, no lock-in
1
Day 0Free

Discovery

We map where the manual hours actually are. 30 minutes, your agenda.

You receiveA prioritised bottleneck map
2
Week 1No system access

Assessment

You send one export. We size the highest-value bottleneck and set the baseline we will be measured against.

You receiveBaseline metrics + scoped pilot proposal
3
Week 2Your IT in the room

Architecture

Integration pattern, warehouse design, security and residency model — agreed on paper before anything is built.

You receiveArchitecture sketch + data-flow diagram
4
Week 3–4Proof before commit

Build

A working automation on your real, anonymised data. You see the exceptions and the time saved, not slides.

You receiveWorking software on your data
5
Week 4–5Side by side

Validation

Parallel run beside your current process. Rules tuned against real edge cases until the numbers tie.

You receiveSigned-off reconciliation of old vs new
6
Week 6Go live

Deployment

Wired into your process, on a schedule, monitored from day one.

You receiveProduction pipeline + runbook
7
Week 6–7Review, not rekey

Training

Your team learns to review and approve — not to operate new tools. Exception workflows, not manuals.

You receiveTraining sessions + handover docs
8
OngoingManaged

Optimization

Monitored, maintained, extended to the next process. Backed by an SLA and a monthly health review.

You receiveMonthly health review + next-process roadmap
This is the journey. Yours starts smaller.
Book a free discovery call →
Why us · The honest comparison

Four ways to fix this. Here’s the trade.

Tap any row for the reasoning. We think the choice is clear, but we'll show our work.

yourledgerBuild in-houseBig-4 consultancyGeneric SaaS
Time to first value−✓days✕quarters~months~weeks
We ship a working automation on your data in weeks, not after a year-long build or a slow SaaS rollout.
Finance domain expertise+✓Built by operators~Hire & train~Generalist✕None
Fits your exact process+✓Tailored✓Tailored✓Tailored✕Rigid
Upfront cost+✓Low, fixed pilot✕High✕Very high~Licence + setup
Maintenance burden+✓We run it✕You own it~Handover risk~Vendor lock-in
Key-person risk+✓Removed✕Concentrated✕Leaves with them~N/A
Scales across entities+✓Multi-entity native~Rebuild each time~Costly~Add-on tiers
✓ Strong~ Partial✕ Weak
Investment · Pricing framework

Priced to prove value before you scale it.

No six-figure leap of faith. Start with a fixed-fee pilot on one process, then expand only what pays for itself.

Pilot
Prove it on your data
Fixed feeOne process, one entity
  • One bottleneck automated
  • Built on your real data
  • Exceptions + time-saved report
  • Two-week turnaround
Most chosen
Programme
Automate the stack
ScopedMultiple processes, phased
  • Everything in Pilot
  • Multi-process, multi-entity rollout
  • ERP → SQL → BI pipeline
  • Power BI reporting layer
  • 90-day roadmap delivery
Managed
Run & improve
MonthlyOngoing operations + SLA
  • Everything in Programme
  • Monitored & maintained
  • Named engineer + SLA
  • Monthly health review
  • New processes as you grow

Every engagement starts with a free discovery call. No procurement marathon to see if it’s worth it.

After go-live · Support & SLA

We don’t deploy and disappear.

A named engineer, a real SLA, and a monthly review. The automation is maintained as your business changes.

99.9%Pipeline uptime target
< 1 hrP1 response (business hrs)
NamedDedicated engineer
MonthlyHealth review cadence
SeverityWhat it meansResponse
P1 · CriticalPipeline down, close blocked< 1 business hour
P2 · HighA process failing or degraded< 4 business hours
P3 · NormalQuestion, tweak, enhancementNext business day
Technology trust · The supported ecosystem

Not logos. Roles in your architecture.

Each technology below has a specific job in the pipeline. Select one to see exactly what we do with it.

Systems of recordWe read, never write
Data platformWhere numbers become governed
Intelligence & deliveryWhere decisions happen
SAP

Scheduled read-only extracts: GL, AP/AR, PO/GRN — no production writes, ever

Wondering how this fits your systems?
Explore the trust center →
Procurement · Enterprise FAQ

The questions IT and legal ask.

No. Every engagement starts on exports you send us. Live, credentialed access is optional and only ever least-privilege, scoped, and logged.

India-first hosting by default, or inside your own Azure / AWS / GCP tenancy for zero data egress. Residency is your choice, written into the agreement.

Encrypted in transit and at rest, least-privilege access, a full versioned audit trail, and an NDA signed before any data changes hands.

A 99.9% pipeline uptime target, severity-based response times (P1 under one business hour), a named engineer, and a monthly health review.

Start with a fixed-fee pilot on one process. Expand to a scoped programme, then an optional monthly managed service. You prove value before you scale spend.

Full handover, no lock-in. Documentation, code, and the pipeline are yours. We build to be owned, not to trap you.

Multi-entity and multi-currency are native. We run across groups operating in multiple countries, with intercompany and consolidation built in.

A discovery call this week, working software on your data within two to three weeks, and live in about six.

Yes — SAP is our most common system of record. We take scheduled read-only extracts (GL, AP/AR, PO/GRN); we never write to production. Oracle, NetSuite, Business Central and Tally follow the same pattern.

Roughly two to four hours a week from one finance owner during the build: a kickoff, one export, weekly review of exceptions, and sign-off on the parallel run. Your IT is needed once, for the architecture session.

Yes. We build beside your estate, not over it. Existing reports keep their sources; we add a governed layer they can migrate onto at your pace — or never, if they serve you.

Parallel running, not big-bang cutover. Your team sees the old and new numbers side by side until they trust the machine, then shifts from producing figures to reviewing exceptions. Training is built around that review workflow.

Free · Lead magnet

The 48-page playbook we build every engagement from.

Eleven finance processes, the exact automation pattern for each, the tools we use, and the order to tackle them in. The same thinking behind our client work, written down.

  • Process-by-process automation blueprints
  • The 90-day rollout sequence
  • A build-vs-buy checklist for finance leaders

No spam. One email with the download, then only the monthly brief if you want it.

Learn · Resource library

Everything we know, open.

Guides, teardowns, templates and whitepapers on automating finance operations. Read most of it free; a few deeper templates ask for an email.

Guide

Automating three-way match on AP

Automation · 12 min read
Guide

Rule + fuzzy bank reconciliation, explained

Automation · 9 min read
Guide

Building a self-refreshing board pack

Dashboards · 15 min read
Template

The Power BI FP&A dashboard, teardown

Dashboards · PBIX + DAX
Guide

Driver-based budget model, walkthrough

FP&A · 18 min read
Template

EBITDA bridge & variance commentary kit

FP&A · XLSX
Template

Board / MIS workbook template

Templates · XLSX
Template

GL anomaly detection toolkit

Templates · Python + XLSX
Whitepaper

The state of finance automation 2026

Whitepapers · 24 pages
Whitepaper

Intercompany reconciliation at group close

Whitepapers · 16 pages
Guide

ERP → SQL → Power BI pipeline blueprint

Guides · 20 min read
Guide

Month-end close: from 10 days to 4

Guides · 14 min read

The Monthly Close

One email a month: a new automation teardown and what we’re seeing across finance teams. No fluff.

Who we are

Built by finance operators, not a software shop.

yourledger is a small analytics studio focused on the manual work trapped inside finance operations. It’s built by people who’ve run month-end close, produced board packs under deadline, and automated reporting for multi-entity groups across five countries. Not by developers who’ve never closed a set of books. We stay small on purpose: you work directly with the person building your system. Most of our clients are growing businesses between ₹30 Cr and ₹300 Cr with finance teams of three to twenty people — big enough for the chaos, too lean to waste hours on it.

FAQ

The questions controllers actually ask.

For templates, if you can use Excel and Power BI, you’re fine. For done-for-you builds, we handle everything.

To start, you send an export. No live system access needed. Handled confidentially, NDA on request.

Anything that exports data: SAP, NetSuite, Oracle, Tally, Zoho, and more. We work on the export, not a specific system.

No. It removes the keying and matching so your team reviews and decides instead of doing data entry. Same people, higher-value work.

We build a working automation on your own sample data before you commit. Usually within days.

The first discovery call is free. We’ll scope the bottleneck and tell you plainly what’s worth automating — and what isn’t.

The discovery call · free, 30 minutes

A working session on your numbers.
Not a sales call.

30 minvideo, cameras optional
You + usCFO & whoever owns the close
No costand no deck about us
Agenda · adapted for the CFO
  1. 1Your close calendar and reporting hours — where they actually go
  2. 2The margin and working-capital levers the model finds first
  3. 3Governance: how every number stays auditable
You leave with

A one-page business case: recovered hours, working-capital release, payback window.

Bring one export or one bottleneck. We’ll show you what a machine takes off your team’s plate — on the spot where we can.

About you · 1 / 3

For the calendar invite and a short pre-read. Nothing else.

Your role

So the right specialist leads your session — the agenda on the left adapts as you choose.

Prefer email? hello@yourledger.in · bring your questions, we’ll bring the platform.

Watch 60-sec demo
Stop doing finance by hand. See what a machine takes off your team’s plate.
Take the 2-min assessment