Tasama Management Consultancy

Built by the Ledger.ae team

LedgerLens UAE

Every financial answer, backed by evidence.

LedgerLens is a secure, evidence-backed document workspace for UAE accounting firms, bookkeepers, tax advisers, and auditors — built to turn scattered client documents into an organised, searchable file, so your team spends less time hunting for invoices and chasing clients for attachments.

LedgerLens is document intelligence software. It does not provide tax, legal, audit, or compliance advice — every answer points back to your own uploaded documents for a qualified accountant to review.

LedgerLens · The problem

Client documents are scattered everywhere except where you need them

WhatsApp, email attachments, shared drives, Excel trackers, scanned PDFs. Before every VAT return, close, or audit, someone on the team re-does the same search from scratch.

Searching for one invoice across five folders and a WhatsApp thread

Checking whether every month's bank statement actually made it in

Re-asking a client for a trade licence they sent eight months ago

Answering “do we have this?” from a colleague, again

LedgerLens · How it works

Three steps from scattered files to an evidence-backed answer

01

Upload and organise

Drag in invoices, bank statements, contracts, and licences from WhatsApp, email, and shared drives. LedgerLens classifies each file and extracts the text automatically.

02

Ask, with evidence

Ask a question in plain English. LedgerLens answers from your client's own documents only, and shows the exact page and excerpt behind every answer.

03

Close the gaps

Before a VAT review or month-end close, LedgerLens builds a missing-document checklist and drafts the client request email for your review.

LedgerLens · Modules

One workspace per client. Everything your team needs, nothing they don't.

Document search

Search across an entire client file — or your whole firm — in seconds. No more digging through shared drives for one invoice.

Ask LedgerLens

An evidence-backed assistant that cites the document, page, and excerpt behind every answer — and says so plainly when it finds nothing.

VAT evidence review

A period-by-period checklist across sales invoices, purchase invoices, credit notes, bank statements, and returns, with a completion score.

Missing-document tracker

Flags incomplete document packs automatically — a missing bank statement month, an expiring trade licence, a duplicate invoice.

Client portal

Clients see only their own requests and upload files directly — no more chasing attachments over WhatsApp and email.

Request drafting

LedgerLens drafts the client email listing exactly what's missing and why. Nothing sends until an accountant reviews and approves it.

LedgerLens · Ask LedgerLens

Every answer shows its working

Ask a question in plain English. LedgerLens answers only from documents your team is authorised to see, and never invents a figure, a date, or a conclusion.

  • “Which bank statements are missing for Q2?”
  • “Find sales invoices issued in June.”
  • “Show supporting evidence for this purchase entry.”
  • “What is the VAT registration number in the uploaded documents?”
  • “Which invoices are older than 60 days?”
  • “Draft an email asking for missing bank statements.”

Anatomy of an answer

1. Short answer first — stated clearly, in one or two lines.

2. Evidence, immediately below — the document name, page number, and the exact excerpt it came from, one click from the original file.

3. A safe next step — request the missing document, or ask a qualified accountant to review.

“I could not find supporting evidence in the uploaded documents for this client.” — what LedgerLens says when there isn’t one, instead of guessing.

Document-based assistance only — accountant review required. LedgerLens does not provide tax, legal, audit, or AML advice, and never decides whether a company is compliant.

LedgerLens · The technology

Why this is not just a chatbot bolted onto your file server

A generic AI chatbot answers from whatever it learned during training — it can sound confident and still be wrong about your client's numbers. LedgerLens uses a different approach, called retrieval-augmented generation, or RAG.

A generic chatbot

Answers from general training data. No idea what's in your client's actual documents. Will guess at a figure, a date, or a VAT number rather than say it doesn't know.

LedgerLens (RAG)

Answers only from the specific document passages retrieved for that question, scoped to the client the user is authorised to see. Shows the source. Says so when nothing matches.

LedgerLens · How retrieval works

Four steps between a question and a cited answer

Nothing here is guesswork. Every stage narrows the model down to exactly the text it's allowed to use — and nothing else.

01 — Your documents02 — Chunk & embed03 — Scoped retrieval04 — Grounded answer
01

Documents

Every uploaded invoice, statement, and contract is stored, then OCR'd and split into passages.

02

Chunk & embed

Each passage is converted into a vector — a numeric fingerprint of its meaning — and indexed.

03

Scoped retrieval

A question retrieves only the closest-matching passages, filtered to that firm and that client. Nothing else exists as far as the model is concerned.

04

Grounded answer

The model drafts an answer using only the retrieved text, with a citation back to the document and page it came from.

LedgerLens · VAT evidence review

Know what's missing before the review starts, not during it

  • Sales invoices, purchase invoices, tax invoices, credit notes
  • Bank statements, import and export records
  • VAT returns, general ledger, trial balance
  • Supporting contracts and purchase orders

Per period, per client

Select a client and a VAT period. LedgerLens builds a checklist across every evidence category, and each item is marked Available, Missing, Needs review, or Not applicable.

It also flags document-quality issues — a duplicate invoice, an unreadable scan, a missing invoice number or VAT amount — so your reviewer catches them before the client does, or before a filing does.

One click to create the client request for anything missing, or export the full evidence index as CSV or PDF.

LedgerLens · Built for the whole team

Every seat sees exactly what it should — no more, no less

Firm Owner / Partner

Creates client workspaces, assigns the team, and reviews client-facing messages before they go out.

Accountant / Bookkeeper

Uploads documents, searches the file, runs VAT evidence checks, and drafts requests for missing evidence.

Reviewer / Manager

Reviews evidence, marks exceptions, and approves or rejects outgoing document requests.

Client User

Sees only their own company's requests, uploads what's asked for, and tracks status — nothing more.

LedgerLens · Security & trust

Built for firms that handle other people's financial records

  • Strict tenant isolation — a firm never sees another firm's clients, and a client never sees another client's files.
  • Every AI answer is scoped to documents the signed-in user is actually authorised to see.
  • Signed, expiring links for document downloads — never a permanent public URL.
  • Encryption in transit and at rest, with an audit log for every upload, view, download, and AI query.
  • Client documents are never used to train a public AI model.

Isolated by design

One firm. One client. One workspace at a time.

LedgerLens UAE

See it running on your own client files

Tell us about your practice and the clients you’d want to start with, and we’ll walk you through LedgerLens directly.