Ledger
Accounting & close
- GL reconciliation
- Month-end close checklists
- Accruals and variance notes
Ledger·KYC·Pitch
AI assistants for finance teams, built on Claude.
LKP Bot (Ledger, KYC, Pitch) builds Claude-powered AI assistants for finance teams. Our bots handle the repetitive work around research and back-office operations: earnings reviews, financial model drafts, KYC document screening, GL reconciliation, and month-end close. Every output is a draft for a human to review and sign off.
What we build
Three bots, one name.
Each letter in LKP is a workflow we automate: the repetitive, checklist-driven parts of finance work.
KYC
Onboarding & screening
- Onboarding document parsing
- Rule checks
- Gap flags for reviewers
Pitch
Banking & valuation
- Comps and precedents
- Financial model drafts
- Pitch deck drafts
Also
Research: earnings reviews that summarize results, guidance, and key changes for analysts to check.
Human in the loop
Drafts only. People sign off.
Our bots prepare work; they don't act on it. Every reconciliation, screening result, model, and deck is delivered as a draft for a qualified person to review, edit, and approve.
- No autonomous journal postings
- No autonomous approvals or onboarding decisions
- No client-facing sends
1
Bot drafts
Pulls the inputs, does the repetitive work, and shows its sources.
2
Human reviews
A team member checks, edits, and asks for changes.
3
Human signs off
Only approved work leaves the draft stage.
Contact
Talk to us
Questions or ideas for a finance workflow you'd like automated? Send us a note.