Desktop · 1/4

Finance dashboard — Cash position, overdue invoices and upcoming bills.

SaaS Platform · PROJECT #013

Ledgerly

Invoicing and cash-flow software with automated chasing

Ledgerly turns quotes into invoices, tracks what is owed and runs a polite, consistent chasing sequence. Document processing pulls figures out of receipts so bookkeeping stops being a weekend job.

Starting from

$2,700

6 pages · Clickable prototype in 2 weeks, first production release 8–12 weeks

See price breakup

Project overview

What it does

Issues invoices, records expenses and automates payment reminders.

Target customers

Freelancers, small firms and bookkeepers managing dozens of clients.

Problem solved

Late payments are chased inconsistently because chasing feels awkward and manual.

Value proposition

Predictable cash flow from a process that runs whether or not anyone remembers.

Business model

Tiered subscription by invoice volume and number of users.

Suitable for

Freelancers, Small firms, Bookkeepers

Page structure

Marketing

Homepage
Features
Pricing
For accountants
Integrations
Contact

Accounts

Login
Signup
Forgot password
Organisation settings
Users and roles
Billing

Product

Dashboard
Invoices
Quotes
Expenses
Clients
Reports
Tax summaries
Admin dashboard

Support

Documentation
Knowledge base
Status
Privacy
Terms
404

AI automation & workflows

Receipt extraction

Trigger

A receipt or bill is uploaded

AI processing

Supplier, date, totals and tax lines are extracted

Business logic

Low-confidence fields are highlighted for human confirmation

Action

A draft expense is created and matched to a job

Result

Bookkeeping time drops without unverified numbers entering the ledger

Payment chasing

Trigger

An invoice passes its due date

AI processing

Payment history and client relationship are considered

Business logic

Escalation tone and timing follow rules the owner sets

Action

Reminders are sent on schedule and paused the moment payment lands

Result

Shorter debtor days without damaging client relationships

Cash-flow outlook

Trigger

The dashboard loads

AI processing

Scheduled invoices, bills and historic payment behaviour are combined

Business logic

Projections are presented as ranges, clearly labelled as estimates

Action

An upcoming cash position is shown with the assumptions listed

Result

Earlier warning of a squeeze, without pretending to be financial advice

Technical implementation

Frontend

React
TypeScript
Component library
Data tables and charts
Optimistic UI updates

Backend & data

Server functions and REST endpoints
PostgreSQL
Row-level security
Background queues
Caching layer
Full-text search

Identity

Email and OAuth sign-in
Multi-factor authentication
Role-based permissions
Team and workspace scoping

AI layer

LLM gateway
Retrieval over your own records
Vector index
Prompt and output logging
Human review step

Commerce

Subscriptions and seats
Metered usage
Invoices and dunning

Operations

CI/CD
Structured logging
Error tracking
Audit trail
Automated backups
API documentation

SEO, GEO & AEO

Technical SEO

Semantic HTML with one H1 per page and a logical heading order
Unique title, meta description and canonical URL on every page
Open Graph and Twitter card tags sized for link previews
XML sitemap plus a robots file that allows the public sections
Breadcrumbs and descriptive internal linking between related pages
Image optimisation, lazy loading and modern formats (WebP/AVIF)
Mobile-first layout and Core Web Vitals budgets for each template
Redirect map and handled 404 pages to avoid duplicate or dead URLs
Feature and use-case pages plus SoftwareApplication schema

GEO — generative engines

Clear entity definition: who the business is, what it sells, where it operates
Structured data so machines can read services, pricing and contact details
First-party facts stated on-page instead of only in images
Topic clusters that cover a subject fully rather than one thin page
Consistent name, address and contact details across every listing
Named authors and sources for any claim that needs backing
Supported tax regions and limitations stated explicitly

AEO — answer engines

Question-shaped headings that match how people actually ask
A short direct answer block under each question before the detail
FAQ sections drawn from real sales and support questions
How-to and step-by-step formats for process-led topics
Comparison and alternatives pages written without overstating claims
Glossary entries defining the terms used across the site
Answers on invoice requirements, payment terms and reminders

These practices improve discoverability; no ranking or AI-search inclusion is guaranteed.

Content, social & authority

Content & topical authority

Invoice templates
Payment-terms guides
Tax-season checklists
Accountant partner pages
Comparison pages
Documentation

Social channels

LinkedIn: Product updates, founder posts and pipeline building
X: Changelog notes, launches and support signals
YouTube: Feature walkthroughs and onboarding tutorials
Reddit: Honest participation in the communities your buyers use
Discord / Slack: Customer community, feedback and early-access programmes
Telegram: Optional alert delivery for customers who prefer it

Ethical backlinks & authority

Verified business listings and consistent local citations
Digital PR and commentary pitched to relevant publications
Partner and supplier pages that earn genuine reciprocal links
Guest contributions on industry sites with real editorial value
Case studies distributed to communities where the audience already is
Original data or survey write-ups that others can cite

Analytics & security

Analytics & BI

Traffic and acquisition by channel, campaign and landing page
Conversion tracking on every enquiry, booking and signup
Funnel drop-off reporting from first visit to completed lead
Search performance: queries, impressions, clicks and positions
Error and uptime monitoring with alerting
Average days to payment
Reminder effectiveness
Plan upgrade triggers

Security & compliance

Hashed credentials, secure sessions and optional multi-factor sign-in
Role-based access control checked on the server, never in the browser
Input and output validation on every form and API route
Protection against SQL injection, XSS and CSRF
Rate limiting and abuse prevention on public endpoints
Encrypted data in transit and at rest, with managed secrets
Audit logs, retention rules and tested backups
Cookie consent, privacy notices and accessibility checks
Financial records encrypted with strict role separation and export logs

Price breakup

Product design system

Forms, tables and financial reporting components

$380

Core application

Quotes, invoices, expenses, clients and reports

$920

Accounts and permissions

Organisations, roles and audit logs

$300

AI layer

Document extraction, chasing rules and projections

$420

Payments and subscriptions

Card payments, plans and invoicing

$320

Marketing site and search

Public pages, schema, docs and speed pass

$360