All work

Ledgerline

/

Fintech

/

2026

A treasury cockpit for scaling finance teams

We replaced six spreadsheets with one real-time treasury dashboard that reconciles accounts across 14 banks.

Ledgerline case study cover for the Kernova software agency template

Client

Ledgerline

Industry

Fintech

Year

2026

Services

Product design · Web app · API integrations

3.2×

faster month-end close

The challenge

Ledgerline’s finance team was closing the books with exported CSVs, a shared drive and a lot of patience. Every new banking partner added another manual step, and the CFO had no live view of cash.

What we built

We designed and shipped a web app that pulls balances and transactions from every bank through secure APIs, matches them against the ledger and flags the gaps a human should look at.

→ Real-time cash position across entities and currencies
→ Rules-based reconciliation with an audit trail for every change
→ Role-based access for finance, auditors and leadership

The outcome

Month-end close went from nine working days to under three. The team now spends that time on forecasting instead of copy-paste.

Next project

Telehealth that patients actually show up for

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