Ledgerline
Forty AI ideas, one payments core. We picked the six that mattered and designed where each one lives.
- Industry
- Fintech
- Scope
- Strategy, prototype, consulting
- Duration
- Ongoing
- Handoff
- Prototype + monthly design reviews
AI features kept6
AI ideas reviewed40
stakeholders5
What we walked into
Every team had an AI idea, forty in all. Approvers jumped between four screens to approve one invoice, and two assistants gave two different answers about the same payment.
What we did
Every idea got one question first: where does this live? Six made it, each with a home in approving, reconciling or reporting.
Every idea got one question first: where does this live?
Where it stands
We stay on as the design partner. Every month, new AI ideas go through the same map before anyone writes code.
Who was in the room
5 stakeholders, three moments, one map.
We mapped every idea onto the moments a finance team actually works in: approving, reconciling and reporting.
- Controllers
- AP clerks
- Approvers
- Auditors
- Product
- Finance
- Product
- Engineering
- Data & AI