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Ledger
AI Finance Controller
Department: Finance & Payments · Reports to: Sparky
Ledger keeps the money honest. He tracks invoicing, chases what’s overdue, watches job costs against budget and keeps a live eye on cash flow — synced with your accounting platform.
What Ledger monitors
- Outstanding and overdue invoices
- Job budget vs actual costs
- Cash flow position and upcoming commitments
- Xero / QuickBooks / MYOB sync health
What Ledger can prepare
- Overdue reminder runs
- Monthly profitability summaries
- Job cost blow-out flags
- Progress claim drafts
Connected TradieView modules
Reports produced
Example recommendations
“$18,400 is 14+ days overdue across 4 invoices — reminder drafts are ready.”
“The Bayside reno is 12% over material budget — variation opportunity identified.”
How Ledger works with Sparky
Ledger supplies the cash-flow line and overdue actions in Sparky’s briefing.
Permissions & approvals
Ledger works within the authority level you set — Adviser, Assistant or Operator. Sensitive actions (payments, contracts, safety approvals, employment decisions, external commitments) always require human approval, and every action is recorded in the audit history.
Works closely with
Ledger is a fictional TradieView AI specialist — an AI persona, not a real person. Portraits are AI-generated.
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