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Ledgerline Dashboard
A cash flow dashboard for a small accounting firm that replaced four spreadsheets with one calm view of every client account.
The project
From the first question to the shipped result
Every case study follows the same three steps: the problem in the client's words, what I did about it, and what changed after launch.
01
The challenge
The team tracked forty client accounts across shared spreadsheets. Numbers drifted, nobody trusted the totals, and the Monday review meeting took two hours.
02
The approach
I ran two workshops with the partners, mapped the review into five questions and designed one screen for each. The build used typed data models from day one, so every figure on screen traces back to a single source.
03
The results
The Monday review now takes forty minutes. Partners open the dashboard daily instead of weekly, and the firm retired three spreadsheets in the first month (template figures).
Details
What was built
What the dashboard does
Every client account has one row with balance, upcoming invoices and a simple health flag. Clicking a row opens a timeline of the last ninety days, written in plain language instead of accounting codes.
- Role based views for partners and assistants
- Weekly digest email built from the same data
- Keyboard shortcuts for the review meeting
Build notes
The interface runs on React with TypeScript. Data lives in Supabase with row level rules, so each assistant only sees the accounts they handle.
More work
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