How LedgerCue Works

From scattered documents to organized, analyzed finances —
in eight simple steps.

01

Upload Your Documents

Simply drag and drop your files — invoices, receipts, bank statements, payroll documents, or reports. No formatting required.

Invoices Receipts Bank Statements

Drop files here

or click to browse
invoice_march.pdf
bank_statement.csv
receipts_april.png
02

Our AI Understands Them Instantly

The built-in AI reads each document and identifies exactly what it is — whether it's a sales invoice, expense, financial statement, or something else.

AI Analysis
invoice_march.pdf Sales Invoice
98%
bank_statement.csv Bank Statement
99%
receipts_april.png Expense Receipt
95%
03

Everything Is Automatically Organized

Your documents are sorted into a clean, audit-ready folder system. No manual filing. No messy folders.

Financial Statements
Banking & Reconciliation
Revenue & Receivables
Expenses & Payables
Payroll & HR
Workpapers & Schedules
LedgerCue
Q1 2024
12
Q2 2024
8
04

Key Data Is Extracted For You

The system pulls out the important information automatically, so you don't have to read through documents yourself.

Invoice numbers
Due dates
Vendor names
Amounts
Net income
Bank balances
Document Vendor Amount Date
INV-2024-001 Acme Supplies $2,450.00 Mar 15
INV-2024-002 Tech Solutions -$890.00 Mar 18
EXP-2024-012 Office Depot -$156.00 Mar 20
05

Smart Checks Run In The Background

The AI doesn't just organize — it thinks. It continuously monitors your financial data for potential issues.

Flags negative net income
Detects unreconciled balances
Tracks unpaid invoices
Highlights large expenses
Live Monitor
Net Income
Bank Reconciliation
Accounts Payable
Large Expense ($5,000+)
06

You Get Clear Alerts And Tasks

Instead of digging through files, you'll see exactly what needs attention. No more guessing what matters.

This account needs reconciliation Bank Account - March 2024
This invoice is still unpaid INV-2024-087 - 45 days overdue
This month shows a loss April 2024: -$1,200
Your Alerts 3
Unreconciled transaction found
Invoice overdue by 45 days
Large expense flagged
07

Everything Stays On Your Device

Your data is processed locally — meaning your financial documents stay private and secure. Zero cloud access.

100% On-Device Processing
Zero Cloud Transfer
No Telemetry

Your Data Never Leaves
Your Device

08

Always Ready For Audits Or Reporting

Because everything is categorized and structured automatically, you can instantly find any document when you need it.

PDF Excel CSV QuickBooks Xero
Annual Report 2024
Profit & Loss Statement
Balance Sheet
Cash Flow Statement
Download PDF

What This Means For You

You don't need to do any of this manually anymore.

Manually organize files

No more

Read every document

No more

Worry about missing issues

No more
The system does it for you — automatically.

In Simple Terms

Upload
AI Understands
Organized
Analyzed
Monitored
You Focus

Our Mission

We're building your AI accountant assistant — not just a tool to store files, but a system that actively helps you stay on top of your finances without the manual work.

Ready to experience smarter accounting?

Let LedgerCue handle the heavy lifting while you focus on growing your business.