Procurement · works in Slack
Ledger & Pro
Procurement for companies with no procurement team. Ledger & Pro takes purchase requests in Slack, routes them to the right approvers by your rules, generates the purchase order, gets it signed and files it with an audit trail. Your finance lead sets the rules once. Everyone else just asks in Slack.
- For 30 to 300 person tech companies
- Rules set in an admin console
- Anthropic Claude or OpenAI, your pick
Approval needed: Finance review
REQ-0042 · Figma Organization (25 seats)
- Vendor
- Figma
- Amount
- $13,500.00
- Requested by
- Maya
- Step
- 2 of 3 · Finance
From a Slack message to a signed PO on file.
Five steps, and the requester never leaves Slack. Here is one request, start to finish.
- 01
Request in Slack
Type /procure, fill in the form with line items and a quote, or DM the bot in plain English. Drop in a vendor quote PDF and the AI drafts the request for you to confirm.
REQ-0042 · Figma Organization · $13,500.00 - 02
Routed by your rules
Ledger & Pro checks the amount, category, vendor, department, contract length and budget, then builds the approval chain your company defined.
Manager → Security → Finance - 03
Approved in a DM
Each approver gets a Slack DM and can approve, reject or ask a question. Stalled approvals get reminders, then escalate. Approvers can reassign or delegate.
3 of 3 approved - 04
PO generated and e-signed
The purchase order PDF is built from the approved request and routed for e-signature. Emails to the vendor go out from the requester's own mailbox.
PO-0042.pdf · sent for signature - 05
Filed with an audit trail
The signed copy is filed against the vendor and contract record. Every step is logged with who acted and when.
PO-0042 · signed · filed
Purchase order
PO-0042| Item | Qty | Amount |
|---|---|---|
| Figma Organization seat @ $540.00 / seat / yr | 25 | $13,500.00 |
| Total | $13,500.00 |
Everything between “we need to buy this” and the signed contract.
Intake that does the typing
/procure · request form · plain-English DM · quote PDF
Requesters use the form with line items and quote attachments, or just describe what they need. Upload a vendor quote and the AI fills in vendor, amounts and line items for the requester to confirm.
Approval routing you configure
amount · category · term · new vendor · department · budget
Build multi-step chains from your own rules. Approvers can be the requester's manager, a role like Finance, Security or CFO, or a named person. Reminders and escalation keep requests from stalling.
AI that checks before you buy
duplicate check · quote reading · vendor email drafts
Ledger & Pro flags likely duplicates, like a second Figma plan, reads quotes and drafts vendor emails. Each company picks its AI provider, Anthropic Claude or OpenAI, so you aren't tied to one vendor.
Budgets and spend
department budgets · spend dashboard
Department budgets are checked during approval, so an over-budget request picks up the extra approver your rules require. The spend dashboard breaks spend down by vendor, category, department and month.
Vendors and renewals
vendor directory · contract records · renewal reminders
Every vendor and contract in one directory. Renewal reminders arrive before the notice deadline and open a renewal request, so you decide before a contract rolls over.
Documents and email from real people
PO PDFs · e-signature · Gmail / Microsoft 365 send-as
PO PDFs are generated automatically, routed for e-signature and filed once signed. Vendor emails are sent from the employee's own mailbox, so vendor replies land in a real inbox.
Change the rules yourself. No code, no ticket.
Finance or ops edits rules, roles, managers, budgets and AI providers in the admin console. The route simulator shows who would approve a purchase before you save a change. Try it on the example policy below.
| When | Add approver |
|---|---|
| any purchase | Requester's manager |
| category = Software | Security |
| amount > $5,000 | Finance |
| vendor is new | Finance |
| amount > $25,000 | CFO |
| term > 12 months | CFO |
| over department budget | CFO |
Your data can't leak to another customer, even through a bug.
Each company's data is walled off by the database itself. Application code can have a bad query and still only ever see one company's rows.
- Isolation in the database
- Every table is protected by Postgres row-level security, scoped to your company. The database refuses cross-company reads on its own.
- Separate document storage
- Quotes, POs and signed contracts are stored per company.
- No secrets in config
- API keys and mailbox credentials are never written into configuration.
- Your choice of AI provider
- Pick Anthropic Claude or OpenAI for your company and change it from the admin console.
- A full audit trail
- Every request, approval, edit, signature and rule change is recorded with who and when.
- Request created by Maya in Slack DM
- AI: possible overlap with REQ-0001
- Routed: Manager → Security → Finance
- Approved by manager
- Approved by Security
- Approved by Finance
- PO-0042 generated, sent for e-signature
- Signed copy filed to vendor record
What buyers usually ask.
We don't have a procurement person. Who runs this?
Usually the finance lead or whoever owns ops. They set approval rules, roles, managers and budgets in the admin console once. After that, requests route themselves and approvers answer in Slack.
How do approvers respond?
In a Slack DM, with Approve, Reject or Ask a question. If an approval stalls, Ledger & Pro sends reminders and then escalates. Approvers can reassign or delegate a request.
Can another customer ever see our data?
No. Isolation is enforced by Postgres row-level security on every table, so even a bug in a query can't return another company's rows. Documents are stored per company and every action lands in the audit trail.
Which AI model does it use?
The one you pick. Each company chooses its provider, Anthropic Claude or OpenAI, and can switch it in the admin console.
Who do vendor emails come from?
From the employee's own Gmail or Microsoft 365 mailbox, using delegated send-as. Vendors reply to a real person.
Do you support Microsoft Teams?
Not yet. Ledger & Pro runs in Slack today, and Microsoft Teams support is coming soon.
See your next purchase approved in Slack.
Email us to book a demo. Tell us roughly how many people you have and how purchases get approved today, and we'll walk through your rules in the route simulator.