P
PrecisionLedge
Dashboard
Full demo — all data lives in browser localStorage. Open in Chrome for all three files to share data.
Client uploads & activity
Completed reports
Demo Requests
Requests submitted from the public website. Create a client account to onboard.
| Business | Contact | Industry | Date | Status | Actions |
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Clients
Manage all accounts. Credentials are created by your team and shared with clients directly.
| Business | Industry | Contact | Plan | Status | Actions |
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No clients yet
Add your first client to generate portal credentials and begin the upload workflow.
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Client info
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Add files
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Run AI
Who is this for?
Add files optional in demo
In production, real files are parsed by AI. In demo mode, selecting a client above is enough — clicking Run AI generates realistic sample transactions based on their industry.
Review transactions
Approve, edit categories, or flag transactions before generating the report.
✓ Saved
No transactions yet
Select a client and month that has been through AI extraction.
Monthly report
Generated from approved transactions. Mark complete to make it visible to the client.
Revenue
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Expenses
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Net Income
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Margin
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Category breakdown
Top transactions
No approved transactions
Approve transactions in the Review tab first.
Export
Download approved transactions or deliver the final report.
Transaction CSV
All approved transactions for QuickBooks, Excel, or Google Sheets.
PDF summary report
A clean, client-ready PDF with P&L summary and category breakdown.
Completed reports