Ledger: Financial reporting and business planning
We built this financial software product: reporting modules, interactive widgets and a calculation editor, alongside access control, billing and shared frontend foundations.
- Sector
- Financial software
- Engagement
- Full product build
- What we built
- Reporting, calculations, access control and subscriptions
- Outcome
- Delivered capability · Financial reporting and calculation tools delivered alongside core product features.
The product challenge
Finance teams need to explore business data, prepare reports and work with financial calculations in one product. The platform supports financial planning and analysis with accounting data and interactive dashboards.
How the product works
Finance teams connect their accounting once. From then on, reports, plans and dashboards stay current with every booking.
Automatic DATEV sync
Bookings flow in through the certified DATEV interface, alongside HR, CRM and spreadsheet sources such as Personio.
Live reporting
P&L, balance sheet and management dashboards update automatically, with drill-down from a total to a single booking.
Planning and scenarios
Budgets start from actuals. Each value is a fixed number or a formula, and Base, Best and Worst scenarios sit side by side.
Consolidation and cost allocation
Several entities combine into one view, and shared costs are allocated to cost centres, projects and products.
Shared dashboards
User groups, permissions and shared KPIs let finance and department owners work from the same numbers.
What we built
Ledger is a real-time FP&A platform for companies that keep their books in DATEV. We worked on it from the first version: the real-time DATEV sync, integrations such as Personio, reporting modules and interactive widgets, the formula and calculation editor, and planning with scenarios.
We also built authentication, permissions, billing and subscriptions, and the shared foundations behind V1 and V2: monorepo packages, multilingual support, a keyboard command bar, and performance and architecture work using domain-driven design.
Today we are building the product's AI layer: an MCP server and AI agent in the frontend, and an agentic engineering harness for the frontend and backend monorepos.
How the reporting flow works
- 01Bookings and HR data arrive from DATEV and Personio
- 02Everything syncs into live P&L reports
- 03Base, Best and Worst scenarios are planned side by side
- 04The team shares one dashboard
Outcome
Financial reporting and calculation tools delivered alongside core product features.
Anonymized projectThis outcome summarizes the engineering work. No numerical improvement or independent performance measurement is claimed.
How it helped
For finance teams
Reporting no longer starts with exports and spreadsheets. Numbers arrive from DATEV and stay in sync.
For management
Plans, scenarios and runway sit next to the actuals, so decisions use current figures.
For the client
A modular product that grew from V1 to V2 and is now ready for AI agents.
Our work
DATEV and integrations
Real-time DATEV synchronisation and integrations with business tools such as Personio.
Reporting and widgets
Reporting modules and interactive dashboard widgets for P&L, balance sheet and KPIs.
Calculations and planning
A formula and calculation editor and planning workflows with scenarios.
Access and subscriptions
Authentication, authorization, billing and subscription features.
Product foundations
Shared monorepo packages, multilingual support, a keyboard command bar, refactoring and performance work, with a domain-driven frontend built in Vue.js, TypeScript and GraphQL.
AI assistant (in progress)
An MCP server and AI agent in the frontend, and an agentic engineering harness for the frontend and backend monorepos.
Stack and systems
Next step
Building a similar product?
Describe the reports and calculations your users need, the existing data sources and the product area you want us to own. Include any access-control or subscription requirements.