← All ventures·Financial Services

LedgerVault

The compliance and engagement OS for chartered-accountancy firms.

Visit

ledgervault.cortexdata.ai

India · CA firms & practices

CA firms run a regulated practice on spreadsheets and email. LedgerVault gives them a tenant-isolated operating system with compliance and audit trails built in.

What it is

The product

LedgerVault is a compliance and client-engagement operating system for chartered-accountancy firms. It is built on a Postgres schema with row-level security and per-tenant isolation from the ground up, so each firm’s data is segregated by construction. Five firms are ready to pay; the product is at pilot stage.

The problem

What we set out to solve

Accountancy practices manage filings, client documents, deadlines, and engagement workflows across spreadsheets, shared drives, and email threads. Nothing is tenant-isolated, audit trails are reconstructed after the fact, and the compliance posture depends on individual diligence rather than the system.

The build

How it actually works

LedgerVault was built compliance-first: row-level security and tenant isolation are part of the data model, not a later add-on. The PRD has shipped at v1.2, and the pilot cohort of five firms is lined up to pay. [REVIEW: detailed module breakdown, exact tech stack, and roadmap to be confirmed with the team.]

Capabilities

  • Per-tenant isolation enforced at the database layer
  • Compliance workflows for accountancy practices
  • Client engagement and document trails
  • Audit-ready by construction

Shipped

  • v1.2 PRD
  • Tenant-isolated data model with row-level security
  • Pilot cohort of five firms lined up

Next

  • First paying deployments with the pilot cohort
  • Feature build-out beyond the pilot scope