LedgerOS: AI agents run the routine finance work, people make the calls.
Invoices, expenses, payments, cash flow and risk in one workspace, where five AI agents handle the routine work and hold anything unusual for a person to decide.
Built by Gr8r for its own portfolio. Not client work.
- Client
- LedgerOS
- Project
- Finance operations platform
- Platforms
- Web app, desktop and mobile
The problem
Let agents do the routine work without losing control.
A finance team chases late invoices, codes card spend, approves vendor payments and watches cash, often in separate tools. Automation only helps if the team can see what each agent did and stop anything that looks wrong. The product had to make agent work visible and keep every risky decision with a person.
- 1
Routine work is spread out
Chasing invoices, coding card spend and approving payments happen in different tools, every day.
“What still needs a person today?”
- 2
Automation you can't see
If an agent acts in the background, the team can't check its work or stop it.
“What did the agent just do?”
- 3
Risky payments slip through
Changed bank details or an unusual amount look normal in a long payment run.
“Should this payment go out?”
Problem map
Six themes behind the product.
We grouped the finance team's problems into themes first, then gave each one an area and an agent.
Receivables
- Late invoices chased by hand
- Duplicates paid twice
- Cash applied late
Spend
- Card spend coded by hand
- Missing receipts
- Policy checked after the fact
Payments
- Approvals pile up
- No reason beside each payment
- Runs hard to plan
Cash
- Forecast updated monthly
- Threshold breaches spotted late
- Accounts seen apart
Risk
- Bank detail changes missed
- Unusual amounts look normal
- No one owns the hold
Trust in AI
- What did the agent do?
- Can I stop it?
- Who decides?
Design hypotheses we built the product around, drawn from the product brief. Not interview data.
Information architecture
Seven areas, five agents.
Finance work on one side of the sidebar, the agents that watch it on the other, as in the app.
Finance
- Overview
- Invoices
- Expenses
- Cash Flow
- Payments
- Risk
- Transactions
AI agents
- Invoice Agent
- Expense Agent
- Flow Agent
- Payment Agent
- Risk Sentinel
Account
- Settings
- Help
The workflow
From the agent's alert to a person's decision.
- 1
Detect
An agent flags a duplicate invoice, an unusual expense or a risky payment.
- 2
Explain
The alert shows the signals and the score behind it.
- 3
Decide
A person approves, holds or reviews; policy handles the rest.
- 4
Record
Every action lands in the ledger with the agent that handled it.
The product
Built around the decisions, not the data.
Every area pairs the numbers with the agent that watches them, and puts what needs a person at the top.
- Invoices
Receivables, chased for you
Aging by bucket, the accounts running late, and what the Invoice Agent matched, held or reminded today.
- Payments
One approval queue
Payments above the auto-approval limit wait in one queue, each with the reason it matches a purchase order or schedule.
- Risk
Holds that explain themselves
Risk Sentinel scores every outgoing transaction and shows why it held one: changed bank details, an unusual amount, an off-hours submission.
- Cash flow
Where cash is heading
A forecast against the operating threshold, scenarios, accounts and the payments that will move cash next.
Interaction
A held payment, decided by a person.
One real path through the product, captured frame by frame.
Dark and light
Built for both themes.
Dark by default, with a full light theme from the same tokens. Drag to compare.
Style guide
Colour and type.
Read from the product's own design tokens: quiet greys for the ledger, colour only for status and money moving in or out.
Background
HEX #131313
--background
Danger
HEX #F47F79
Card
#1A1A1A
--card
Foreground
#EDEDED
--foreground
Muted
#8F8F8F
--muted-foreground
Inflow
#3987E5
--inflow
Outflow
#D95926
--outflow
Success
#46D68F
--success
Geist
- Regular
- Medium
Every screen
The full product, desktop and mobile.
Real screens from the live demo, with demo data.
Invoices 
Expenses Payments 
Overview on mobile · AI operations and agents on mobile Cash flow Invoice Agent Risk
Engineering
Agents you can see, pause and audit.
Five agents, for invoices, expenses, cash flow, payments and risk, each have a live status, a coverage figure, an activity log and a pause control. Every list shares search, filters and status tabs. Add the stack and integration details once your engineer confirms them.
- Five AI agents with live status
- Pause any agent at any time
- Risk scores with visible signals
- Protection rules you switch on or off
Outcomes
Designed for finance teams that want help, not surprises.
What the product demonstrably does. Measured business results will be added only with evidence and approval.
One view of the money
Cash, payables, receivables and spend on one screen.
Every agent action on record
Each transaction shows the agent that handled it.
People make the risky calls
Unusual payments are held with their reasons until someone decides.
