LedgerFlow: Scalable Accounting for Collaborative Teams

LedgerFlow: Scalable accounting for businesses and accountants

A concept-stage B2B accounting platform designed to connect financial visibility, operational control, and role-based collaboration.

Overview

LedgerFlow explores how small and medium-sized businesses and accountants could work inside one connected financial workspace. The concept brings company context, transaction imports, reconciliation, reporting, closing, and obligations into a modular product system.

The challenge

Financial work is often fragmented across bank accounts, spreadsheets, reports, and external documents. Business owners need clear summaries and next actions. Accountants need traceability, supporting evidence, detailed controls, and reliable review states.

Product direction

I designed the experience around connected accounting workflows:

• Portfolio overview across multiple client companies • Company-context switching without losing task continuity • Import processing with progress, partial results, and recovery • Transaction mapping with scoped accounting decisions • Reconciliation supported by documents and evidence • Automation rules with visible impact and exceptions • DRE composition and third-party service classification • Period closing with readiness checks • Tax obligations and dependency tracking

Design decisions

Complex accounting information is translated into clear summaries without removing specialist depth. Automated suggestions require review, correction, and recovery states. Status, source, responsibility, and dependencies remain visible so accountants can understand why the system recommends an action.

My role

Product strategy, domain framing, workflow mapping, information architecture, interaction design, UX writing, interface design, responsive behavior, accessibility considerations, and reusable product patterns.

Scope and current status

LedgerFlow is an independent concept-stage product study. It defines connected workflows, context switching, import and reconciliation states, automation rules, reporting, closing, and obligation management. It has not been implemented or validated with business owners or accountants, so production outcomes are not claimed.

What I would validate next

• Mental models and terminology used by accounting teams • Trust in automated mapping and reconciliation • Recovery from partial imports and missing evidence • Permission and handoff expectations between roles • Accessibility of dense tables, forms, statuses, and reports • Technical feasibility of integrations, audit trails, and data governance