Ledgerline · for small businesses
Ledgerline is operated by Vantrel Consulting LLC. We install and run software agents inside your existing systems, so your business gets the benefit without doing the integration work.
Invoice in mailbox looks like a possible duplicate of a bill already entered.
Final notice drafted in your own words — final notices always wait for a person.
Change to a vendor's payment details — escalated at any amount.
The team
Each agent has one job, and shows its work. Choose an agent to see what it does.
Reads the invoices arriving in your mailbox and checks each against what you already hold — is this a duplicate, has this vendor been paid before, does it match a purchase order — and puts anything that needs a decision in front of a person, with its reasoning shown.
Safeguards
These are limits of the software, not settings.
There is no capability to make a payment or transfer funds, and it never touches bank details. A vendor's mailing address changes only from that vendor's own reply to a request you approved. When it says a bill is approved for payment, a person approved it and somebody still has to pay it.
Changing QuickBooks is off unless you ask for it. When it is on, the service can make only a few named changes — enter a bill from an emailed invoice, record an accrual, create an invoice, categorise an uncategorised purchase, create a vendor — and each one only after a person approves that exact change. It cannot delete, void or pay anything.
Reminders and statements go from your own mailbox, in your own wording, to the address QuickBooks holds for the customer. Routine reminders go on the timetable you set unless you switch that off; a final notice, a statement, and anything already overdue when automatic reminders began always wait for a person.
Bills under a limit you set are approved automatically and every one is recorded with the reason. Anything that trips a check stops and asks you. Set the limit to zero and everything goes to a person.
Any change to a vendor's payment details is escalated to a person at any amount, because that is the fraud pattern that value thresholds do not catch.
You set the limit
Bills under your limit are approved automatically, and every one is recorded with the reason. Anything above it — or anything that trips a check — goes to a person. Set it to zero and every bill waits for you.
How it is set up
We connect your accounting system and your mailbox through each provider's own consent screen.
We set up the limits and your reminder wording with you.
We show your team how to work with the agents.
You can disconnect us at any time, from inside the service, without asking us.