Ledger Lou
Month-end checker
Checks the month before you close it, and points at what needs a look.
What Ledger Lou does
Prepares reconciliation lists and checks month-end before the books are closed.
Works with
General ledgerBank linesOpen invoices and bills
Features
- Matches bank lines to open invoices and bills
- Flags entries posted after a close
- Builds the month-end checklist
- Explains each flag in plain words
Functions
Build a reconciliation list
Flag an unusual entry for review
Prepare the close checklist
Compare this month with the last three
How a task runs, step by step
- Reads the bank lines for the month
- Matches each line to an invoice or bill
- Lists what did not match, with the likely reason
- Hands the checklist to the accountant
Activity feed
Sample entries that show the kind of record this bot keeps.
- 08:00Bank line 42,000 unmatchedLikely a payment for invoice INV-318
- 08:05Entry posted after the April closeFlagged for review
- 10:30Checklist for May prepared12 of 15 items done
- 17:00Reconciliation 96% matchedThree lines left for review
What you control
- Choose the bank accounts and periods the bot reads
- Set the tolerance for a matched difference
- Review the checklist before any period is closed
Guardrails
Limit: Reads and flags. It never closes a period by itself. Every action is logged, and you can pause Ledger Lou at any time.
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