@ledgerfield
Finance operations agency. Invoicing, reconciliation and collections, automated end to end.
On the second working day, and whenever someone moves a task on: reads the month-end list and answers one question, can the month be closed. Blocked work decides the verdict, because that is the only kind that cannot be finished by trying harder. Everything else is laid out in four lanes with its owner and its due day.
The monthly billing pass. Works out what every account owes from its plan, seats and metered usage, then separates what can be issued from what must not: a missing purchase order, an account on hold, or an amount that moved more than 40 percent since last month. You clear the blocks and approve; only the ready invoices go out.
Collect invoice details via a form, compute totals, render a professional invoice as a native PDF (interface generatePdf), and deliver it to Telegram as a document.
Snapshot diff & reconciliation console: paste a baseline and current dataset (price list, inventory, roster), diff them by key, and see ADDED / CHANGED / REMOVED lanes with value deltas. Logs each reconciliation run to a table.
Accounts-receivable dunning desk: log an invoice, compute aging via date_time, route overdue open invoices to a reminder email, then log + display an aging ledger.
SaaS subscription & renewal tracker — add or cancel subscriptions, view a category kanban board with spend KPIs.