Ledgerly — User Guide

Ledgerly is a WhatsApp-first AI-powered khata system. Manage credit & debit for your customers by chatting naturally — in Hindi, Hinglish, or English.

HindiHinglishEnglishAI-poweredNo app needed

On this page

Getting Started
AI Chat — Commands & Examples
@Mention Customers
Managing Transactions
Managing Customers
Dashboard & Filters

Getting Started

Create a business — go to the businesses page and click Create Business. Give it a name (e.g. "Kirana Shop").
Add customers — go to Customers → Add Customer or simply mention a customer in the AI chat and it will prompt you to create them.
Start recording udhaar — open the AI Chat tab and type naturally. The AI handles the rest.

AI Chat — Commands & Examples

The AI understands Hindi, Hinglish, and English. Just type naturally — no special commands needed. It will confirm the customer before recording any transaction.

Recording a transaction

Hinglish

You

Ramesh ko 500 udhaar diya

Ramesh mil gaya. Kya aap confirm karna chahte hain? (yes/no)

Hindi

You

सुरेश को 1000 रुपये उधार दो

सुरेश मिल गया। क्या आप confirm करना चाहते हैं?

English

You

Give Ramesh credit of 200

Found Ramesh. Shall I record a ₹200 credit? (yes/no)

Recording a payment received (debit)

Hinglish

You

Ramesh ne 300 diya

Ramesh ka 300 debit record ho gaya. Ab balance: ₹200

English

You

Received 500 from Suresh

Got it. Recorded ₹500 debit for Suresh. New balance: ₹1,500

Checking balances

Hinglish

You

Ramesh ka kitna baaki hai?

Ramesh ka balance ₹700 hai — aapko dena hai.

English

You

What does Suresh owe me?

Suresh owes you ₹1,200.

Listing customers & summary

Hinglish

You

Mere saare customers dikhao

Aapke 5 customers hain: Ramesh (₹700), Suresh (₹1200), Mahesh (₹0)...

English

You

Who owes me the most?

Suresh owes the most — ₹1,200 outstanding.

English

You

Give me a total summary

Total outstanding: ₹3,450 across 5 customers.

How the AI confirms customers

Before recording any transaction, the AI always searches for an existing customer first. If it finds a match it asks you to confirm. If no match is found, it asks whether to create a new customer. This prevents duplicate customers.

@Mention Customers

Type @ followed by a customer name or short name to quickly mention them without waiting for AI search.

Type @ram → a picker appears showing matching customers

Press Tab or click to select → inserts @ramesh into the message

The AI will use the exact customer ID — no confirmation prompt needed

Managing Transactions

Every transaction has a type (Credit or Debit), an amount, and an optional note.

Credit — money you gave (udhaar). Customer's balance goes up.
Debit — payment received. Customer's balance goes down.

Add

From any customer's detail page or the Transactions page (top-right button). Choose customer, type, amount, and optional note.

Edit

Hover over a transaction row — click the pencil icon. Change the amount, type, or note. Balance adjusts automatically.

Delete

Hover over a transaction row — click the trash icon. Confirm in the dialog. Balance is corrected immediately.

Managing Customers

Each customer belongs to one business. They have a name, optional short name (used for @mentions), and an optional phone number.

Go to Customers → Add Customer to create one manually.
The AI can create customers too — it will ask you to confirm before creating a new one.
Click a customer card to see their full transaction history and current balance.

Dashboard & Filters

The Dashboard shows an at-a-glance view of your khata:

Total Outstanding — sum of all positive balances (money owed to you).
This Month — credit, debit, and net flow for the current month with a comparison to last month.
Top Customers — who owes you the most.

On the Transactions page, use the period filter tabs to view by:

All — every transaction ever
This Week — Monday to today
This Month — 1st of this month to today
Last Month — previous full month

Transactions are grouped by date (Today, Yesterday, or a specific date) within the selected period.