In finance, manual handoffs and spreadsheets create delay and risk. ThinkLedger builds approval workflows and automation into daily tasks — so invoices, expenses, and journal entries follow your rules and post to the ledger without double entry.
Approval workflows
- Invoices and credit notes — Route to the right approver by amount, entity, or cost centre. No approval, no post.
- Expenses — Submit, approve, and post to AP and GL with policy checks (limits, categories) built in.
- Journal entries — Optional approval for adjusting entries above a threshold so the close process stays controlled.
- Trust and client funds (law) — Configurable rules for movement and reconciliation so compliance is built in.
You define who approves what; the platform enforces it and keeps a full audit trail.
Automation that feeds the ledger
- Bank feeds and reconciliation — Match bank lines to transactions; post automatically where rules apply.
- Recurring journals — Amortisation, accruals, and standard month-end entries run on schedule.
- AP and payment runs — Batch pay approved invoices; post payments to the ledger and update bank balances.
Less manual posting means fewer errors and faster close.
Integration and APIs
Connect your existing tools so data flows in and out:
- Push invoices and expenses from other systems; post to ThinkLedger with mapping rules.
- Pull reports and dimensions via API for use in BI tools or internal dashboards.
- Webhooks notify external systems when key events happen (e.g. invoice approved, payment posted).
Getting started
- Configure approval rules and limits for your organisation
- Set up recurring journals and any bank or integration rules
- Train your team on submitting and approving in the platform
- Use audit logs to verify controls and support external audit
Contact us to see how ThinkLedger can streamline your finance workflows.
Written by
ThinkLedger Team
Created At
Tue Apr 15 2025