Ledgerline / Administration
Operations overview
Operations overview
Reconciliation rail
Processing health
- Successful
- —
- Review required
- —
- Errors
- —
Action queue
New enquiries
Contact messages—
Demo requests—
Lead status changes are logged in the audit trail.
Latest activity
Recent processing
| Time | User | Bank / format | Pages | Transactions | Status | Duration |
|---|
Users / access / manual balances
Users & credits
Credit balances can be adjusted here. Each successfully parsed PDF consumes one credit per page; failed parses are refunded.
| User | Organization | Credits | Usage | Last login | Access | Actions |
|---|
Metadata only / no transaction contents
Processing history
| Time | File | User | Bank / format | Pages | Rows | Status | Duration | Request ID |
|---|
Contact and demo requests
Lead inbox
Move each enquiry through a clear status. Every change is audited.
| Received | Type | Contact | Organization | Request | Status |
|---|
Deterministic parser registry
Supported formats
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| Bank | Format identifier | Successful runs | Review runs | State |
|---|
Administrative accountability
Audit trail
Credit, access, and lead changes are retained here.
Data retention
Bank Statement PDFs and extracted transaction data are processed temporarily and are not retained after processing.