Ledger AI Copilot
An LLM copilot that automates 70% of finance ops.
Overview
Ledger's finance team drowned in manual reconciliation and contract review. They wanted an assistant that understood their data — safely.
We built a retrieval-augmented copilot grounded in their own documents, with strict guardrails and human-in-the-loop approval for every action.
The Challenge
Generic AI tools hallucinate — unacceptable when numbers feed audited financial statements.
The solution had to cite every source, refuse when uncertain, and never act without human sign-off.
“We were excited about AI but terrified of it being wrong. We needed accuracy we could defend to auditors.”
Our Approach
- 01
Discovery
Mapped finance workflows and defined which tasks were safe to automate vs. assist.
- 02
Architecture
Designed a grounded RAG pipeline with citation enforcement and confidence thresholds.
- 03
Development
Built tool-use agents that propose actions, never execute without approval.
- 04
Evaluation
Created an eval harness scoring accuracy, citation quality, and refusal behavior.
- 05
Launch
Rolled out to power users, expanded scope as measured accuracy crossed thresholds.
The Solution
Ledger Copilot reads the company's contracts and ledgers, answers with citations, and drafts reconciliations that a human approves in one click.
Grounded Answers
Every response cites the exact source document and line — no unsourced claims.
Human-in-the-loop
The copilot proposes; a person approves. Nothing posts to the ledger autonomously.
Continuous Evals
An automated eval suite gates every model and prompt change before release.
Audit-ready
Full reasoning and source trail attached to every action for compliance.
Results & Impact
Of finance ops automated
Saved per analyst weekly
Citation accuracy
From kickoff to production
Gallery
“It's the first AI tool our auditors actually like. Every number traces back to a source. BloomByte understood that trust was the product.”
Elena Rossi
Chief Financial Officer, Ledger Financial