LedgerFlow Suite / Platform Overview

Accounting Automation Hub

Persona:
Multi-Tenant Micro-SaaS Engine Active

Welcome, Sarah Jenkins, Principal CPA

Summit Financial Advisory • Licensed Tier: Professional. Streamlining administrative bookkeeping labor with 6 automated modules.

Core Accounting Modules

Click any card to launch module
Unlocked

1. Statement Extractor (StatementToGL)

AI table extraction from PDF/images with automated balance math audit.

Statement Status: 1 Math Variance Flagged
Unlocked

2. Receipt & Bill Auto-Categorizer

Auto-assign Chart of Accounts accounts and block duplicate invoice submissions.

Ingested Receipts: 5 items ($1,770.50)
Unlocked

3. Bank Feed Staging (Open Banking)

Plaid-style simulated feed with rule matching and bulk push to General Ledger.

Staged Feed: 15 cleared txns pending
Unlocked

4. 1¢ Discrepancy & GL Auditor

Spot transposition digit flips ($45 vs $54) and generate balancing entries.

Recon Status: $45 Discrepancy Found
Unlocked

5. Tax Client Document Locker

Multi-client tax checklists (W-2, 1099, 1098) with 1-click SMS/Email nudges.

Intake Progress: 3 clients (avg 53%)
Unlocked

6. Fixed Asset Depreciation & Tax

Straight-Line Book vs. Section 179 Accelerated Tax schedules & EOY journal exports.

Total Basis: $135,900.00

Immediate Setup Verification Checklist

All Systems Operational
1. Database Deployed

Schema imported into MySQL with 13 tables, foreign keys, and indexes.

2. Super Admin Configured

Master account (Alexander Vance) has access to manage module licensing.

3. Module Guarding Tested

Restricted persona (Alex Miller) has 3 locked modules testing the upgrade callout.