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Ledger — AI bookkeeping assistant

Live demo, sample company: Heritage Lawn & Landscape

Prototype demo
This is a scripted prototype, not the real agent. It matches a handful of phrasings so you can try the workflow without an API key. The production version calls Claude through the Claude Agent SDK and understands any phrasing — same five tools (log_transaction, record_invoice, mark_invoice_paid, compile_pl, export_to_spreadsheet) shown in src/tools/ledgerTools.ts. All data below is fictional.

Chat with Ledger

Quick P&L (this period)

Income
$0
Expenses
$0
Net income
$0

Recent transactions

DateDescriptionCategoryAmount

Invoices

#ClientStatusAmount