AI-Powered Analytics Dashboard

The Challenge

ClearLedger had strong backend financial data but no way to surface insights to non-technical users. Their CFO customers were still exporting to Excel to answer basic questions.

Our Solution

We designed and built an analytics dashboard layer on top of their existing Postgres data warehouse. An LLM-powered "Ask your data" feature lets users type natural-language questions and receive chart responses. The full dashboard was built in eight weeks, from wireframe to production.