LedgerOS · Automation & Controls
Automation & Controls Command Center
Insight → Recommendation → Approval → Action → Result → Audit. One control plane.
LedgerOS UI Design Lab · Demonstration Data — no automations are executing and no records are modified.
Active rules
9
2 in test mode
Pending approvals
10
Cross-source queue
Open exceptions
12
1 guardrail breach
Expected savings
$52,200
$8,500 realized
Recent rule executions
Open- ActiveAuto-allocate pass-through fees on payment2 min ago · 1284 ok · 3 err
- ActiveReserve commissions only after payment clears14 min ago · 612 ok · 1 err
- ActiveAlert when unrestricted cash < 2 payroll cycles6:00 AM today · 187 ok · 0 err
- ActiveRoute expenses over $2,500 to Rose38 min ago · 96 ok · 0 err
- ActiveRoute recurring vendor expenses to Christin1 hr ago · 421 ok · 2 err
Approvals awaiting review
Open- Meta Ads — March buyRose · due Today 5pm$12,500
- State filing bulk renewalsChristin · due Tomorrow$8,400
- Override payroll reserve floorDual · due Today 3pm$22,000
- Invoice #2098 — $48k, allocation adjustedRose · due Today 6pm$48,000
- Q1 sales bonus releaseRose · due Friday$18,500
Top exceptions by dollar impact
Open- Projected cash < guardrail in 21dRose · 0d old · conf 82%$42,000
- Wire deposit unmatchedChristin · 4d old · conf 74%$32,600
- Payment applied without pass-through splitChristin · 2d old · conf 96%$18,400
- Revenue with no serviceSales Ops · 6d old · conf 88%$4,200
- Unbilled reimbursable > 14dSales Ops · 15d old · conf 94%$3,200
Active action plans
Open- Reduce AI + software spending by 15% over 60 days34%Christin · Expected $8,400 · Realized $2,400
- Bring Marketing back within ceiling in 30 days12%Rose · Expected $1,800 · Realized $0
- Recover $42k of revenue leakage this quarter14%Sales Ops · Expected $42,000 · Realized $6,100
Cash guardrails
Open- healthyPayroll Reserve≥ 2 payroll cycles reserved
- healthyTax ReserveQ1 estimated + safety
- healthyPass-through ReserveMatches outstanding obligations
- watchCommission ReserveSlight shortfall for Q1
- healthyMinimum Operating CashRolling 30-day minimum
Integration health
Open- healthyChase (Plaid)2 min ago · 0 err/24h
- degradedStripe38 min ago · 3 err/24h
- healthyZoho Books4 min ago · 0 err/24h
- healthyGusto (payroll)1 hr ago · 0 err/24h
- healthyRamp (cards)8 min ago · 1 err/24h
Latest leadership decisions
Open- Approve Meta Q1 launch buy2026-02-18 · Rose · Q1 ROI target 2.4x; within launch window$12,500
- Cancel Zapier2026-02-17 · Christin · Replaced by n8n; usage < 5%-$1,800
- Hold Kai M. Q1 bonus2026-02-15 · Rose · INV-2072 disputed; release after collection-$5,400
- Figma enterprise ramp discount2026-02-14 · Rose · Renewal negotiation window-$3,200
- Marketing ceiling override2026-02-12 · Dual · One-time launch buy, expires Feb 28$1,800