Ledger Command — The Account Officer's Command Center

No firm required

Built for the day-to-day work of an Account Officer.

A firm's Admin can invite you in — or you can start today on your own. Either way, your book of clients is scoped to you the same way, and your clients get the same portal.

FOR ACCOUNT OFFICERS

Run your own book, from day one

Sign up solo — no firm, no Admin, no waiting on an invite
Add your own clients directly; each one is auto-assigned to you
Smart Inbox & Data Cleaner, pre-filtered to your roster only
Collections & chaser campaigns for overdue invoices — one click
Message clients directly and keep the whole thread on file
Connect your own Gmail and send real email from a client's record — it lands in their inbox and on their thread
Run an AI scan for reconciliation flags, reminders & invoice drafts — you approve, nothing fires without you
Generate a real AI-written client summary in one click

FOR THEIR CLIENTS

One portal, everything in one place

Sign up in minutes — pick your officer, or get matched later
Upload statements and receipts without email attachments
See a live document checklist — know exactly what's still owed
Check invoice status and pay outstanding balances directly
Message your account officer and keep a real communications history
Only ever see your own records — nothing from the officer's other clients

AI-assisted, never AI-alone

Every AI suggestion waits for a human.

An Account Officer can run an AI scan on any client — it looks for unmatched transactions, drafts a client reminder, or proposes an invoice. Nothing is written to the ledger or sent to a client until someone actually clicks Approve.

Reconciliation flags, reminder drafts, invoice drafts — reviewed, not auto-applied
Approve writes the real row, sends the real message, creates the real invoice
Reject leaves no trace on the client's data — only in the audit log
Every review is permanently logged with who, what, and when

Real narration, real data

The AI Report tool reads a client's actual invoices, checklist, and messages, then writes a plain-language summary — a real Gemini call over your data, not a template.

AI suggestion — pending review Pending

Type Reconciliation flag

Detail Found a debit with no matching ledger entry. Flagging for manual review.

Requires Approve or Reject by the assigned Account Officer

Approve Reject ← what the officer actually sees, before anything happens

Access control

Your work is yours. Their records are theirs.

Officers and clients do the day-to-day work; firm roles exist to support them, not to look over their shoulder at every screen. Hover a clearance to see it stamped.

Authorized

RANK 01 · ACCOUNT OFFICER

Runs the book

Smart Inbox & Data Cleaner, scoped to their roster
Collections, chasers & real Gmail sends
AI scans — every suggestion waits for their approval
Nothing from other officers' rosters, ever

Authorized

RANK 00 · CLIENT

Their portal, in full

Upload Center & live document checklist
Invoices, payment status & balances
Direct message thread with their officer
Only their own records — nobody else's

Authorized

RANK 02 · ADMIN

Keeps officers staffed

Invites officers & assigns clients
Firm-wide dashboard & logs
Never edits an officer's client work

Authorized

RANK 03 · SUPER ADMIN

Keeps the lights on

Global settings & integrations
Firm-wide analytics & audit trail
Infrastructure, not day-to-day books

Enforcement

Checked three times before anything happens.

This is what makes the promise real for officers and clients alike: your roster stays yours, their records stay theirs — even a buggy script or a mistyped request can't cross the line.

01 — FRONTEND

View masking

The offcanvas nav and every screen render only from that user's role. There's nothing to hide because there's nothing sent to hide.

02 — BACKEND

Scoped queries, JWT-enforced

FastAPI resolves the caller's role from a signed session token and filters SQLite queries at the row level — an Employee's inbox query never leaves their assigned client IDs.

03 — AUTOMATION

Actor-role whitelist

The Node.js dispatcher re-checks the actor's rank before any Composio action fires. High-level configuration actions reject below Admin rank, no exceptions.

Compliance

Audit trail entry Denied

When July 4, 2026 at 1:02 PM

Who Employee #14

Action attempted Update connector scope

Reason for denial High-level configuration actions require Admin rank or above — this actor's role didn't qualify.

Every attempt — allowed, denied, or failed — is written permanently, so officers and clients never have to wonder what touched their data.

Three ways onto the ledger. Pick yours.

Managing clients solo, looking for your account officer's portal, or running a whole firm — there's a signup path built for each.

Start as an Account Officer I'm a Client Create your firm's ledger

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