SM
Sheby M
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Finance · AI Agent, Automation
LedgerReview AI – Accounting Document Assistant
An AI document-review system that identifies accounting evidence, missing information, inconsistencies, and CPA review tasks.
Stack and focus areas
AIAutomationPythonOCRQuickBooksXeroDocument ProcessingRAGHuman Review
Project description
A CPA firm manually reviewed invoices, statements, receipts, tax documents, and supporting files before recording findings and requesting missing information.
I built a secure ingestion and review workflow that classifies files, extracts structured values, compares related documents, and creates reviewer tasks. Every output links back to the supporting source and requires professional approval.
