Forge impactwhat automation returned to the firm this month Live
Hours saved
96↑ 12% vs March
Collected via auto-chase
$42,300
8 aged invoices settled without a phone call
Tasks automated
1,240
across 7 routines running in the background
Documents chased in
210
zero partner follow-ups required
Hours logged by service
Bookkeeping ↑···
142–188
hrs per month
Tax Prep ↓···
96–124
hrs per month
Advisory ↑···
58–91
hrs per month
Recommendations
Tap to ask Ledger
01Tax season ahead
Prioritize the 4 clients missing Q1 docs.
02Auto-remind overdue AR
Trigger dunning for Vantage Freight.
03Reclassify entries
AI flagged 12 transactions to review.
Tracking···
Filings due tomorrow
5
clients · auto-reminded
Detailed report
Billable hours logged
Collection rate
Invoices paid on time
Apr 1 — Apr 15
Upcoming deadlines
Every one has a reminder scheduled automatically
Brightline Retail Co.
LLC · Retail / e-commerce
Apr 10
Auto-reminder set
Vantage Freight Inc.
S-Corp · Trucking
Apr 10
Auto-reminder set
Meridian Logistics
S-Corp · Freight & logistics
Apr 15
Auto-reminder set
Cedar & Vine Group
LLC · Restaurant group
Apr 15
Auto-reminder set
Summit Construction
LLC · General contractor
Apr 15
Auto-reminder set
Pixel Forge Studios
S-Corp · Creative studio
Apr 15
Auto-reminder set
Working in the background
Ledgerly handled these this month while your team focused on clients.
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