AI cash flow copilot

Know your cash flow before it knows you.

Ledgerline forecasts cash shortfalls weeks in advance and pauses suspicious payments before fraud costs you a cent — for small businesses without a finance team, and larger businesses moving millions a month.

Read-only bank access. Ledgerline can never move money without you.
13-WEEK RUNWAYRIVERSIDE SUPPLY CO.
W1W4W7W10W13
⚠ Week 7 low: $6,100
Cash on hand
$48.2k
Anomalies
3
The problem

Most business owners find out about a cash shortfall the week it happens.

Not the six weeks before, when they could still act. Cash flow is the number one reason businesses fail — not because they're unhealthy, but because nobody saw it coming in time to do anything about it.

The product

Connect your accounts. Get a rolling 13-week forecast that tells you what to do next.

📊

13-week forecast

Detects recurring payroll, rent, and loan payments automatically, and flags the exact week your balance runs thin — with the reason why.

Suggested next steps

Not just a chart — concrete actions like delaying a payment or chasing an overdue invoice, one tap to act on them.

💬

Ask it anything

"Why is Week 7 low?" "Can I afford to hire in October?" — an AI advisor that answers in plain English, grounded in your real numbers.

Fraud protection

When something looks off, we pause it — not just flag it.

Detection without a hold is just a warning nobody acts on fast enough. When a vendor's bank details change unexpectedly, Ledgerline stops the payment automatically, before the money moves.

1

Payment is paused the moment the mismatch is detected — no human has to catch it in time.

2

You're shown the verified phone number on file before the change — never the one on the new invoice.

3

Confirm or flag it in one click. Every action is logged with a timestamp for your records.

⛔ Payment on hold — $14,800
VendorCoastal Freight LLC
Previous account (8 months)•••• 4471
New account (first use)•••• 9902
Result$14,800 stayed in the account
Who it's for

Two segments. One engine.

Small business

Owners without a finance team

Roughly 5–50 employees, enough transaction volume to feel real cash flow anxiety, not enough size to have a CFO. Adopt Ledgerline for the forecast.

Larger business

Real transaction volume, real fraud exposure

Businesses moving several million a month adopt Ledgerline primarily for fraud prevention — multi-approver workflows, ERP integration, and a full audit trail at scale.

See it in action

From your first forecast to enterprise-scale approvals.

The same engine, at every stage of growth — Starter, Growth, Protect, and Enterprise.

Pricing

Start small. Grow into full protection.

Starter
$50/mo
  • 1 bank + 1 accounting integration
  • 13-week rolling forecast
  • Weekly risk alerts
Get started
Growth
$149/mo
  • Multiple accounts / entities
  • Daily forecast updates
  • Anomaly detection preview
  • Priority alerts
Get started
Protect
$349/mo
  • AI fraud & anomaly detection
  • Vendor bank-detail change alerts
  • AP/AR automation
  • Dedicated onboarding
Get started
Enterprise
Custom
  • Multi-approver workflows
  • ERP integration (NetSuite, Sage)
  • Multi-entity consolidation
  • SOC 2 evidence & audit log
Talk to us
Guide

How to verify a vendor's bank account change (before you pay)

Every invoice-fraud prevention guide gives the same advice: before paying an invoice with new bank details, verify it through a channel the scammer doesn't control. Here's the manual version of the process Ledgerline automates.

  • 01Stop. Don't process the payment yet, even if the invoice looks urgent — urgency is the tactic, not a reason to skip verification.
  • 02Find the vendor's phone number from your own records — not the invoice, not the email that requested the change.
  • 03Call and ask directly: "Did you request a change to your bank details?" Get a verbal yes from a known contact.
  • 04Check the sender's email domain character by character — scammers often use a domain that looks nearly identical.
  • 05If anything doesn't check out, don't pay — report it internally and to your bank.

Ledgerline automates steps 1–4: it holds the payment automatically, surfaces the verified number from your transaction history, and walks you through confirming it — so the safest option is also the fastest one.

Get early access

We're talking to business owners now to make sure we're building the right thing. Join the list and be first to know when Ledgerline opens up.

No spam. Just a note when early access opens.