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Web App2025

Ledger AI Copilot

An AI copilot for finance teams that answers questions over live data with streaming responses and inline visualizations.

Ledger AI Copilot
Client
Ledger (fintech)
Role
Full-Stack Engineer
Timeline
7 weeks
Year
2025
-70%
Reporting time
<300ms
First token
5★
Internal NPS

The challenge

Finance users needed trustworthy, fast answers — hallucinations and laggy responses were non-starters.

The approach

We grounded the model in the customer's own data, streamed tokens for instant feedback, and rendered charts inline from structured tool calls.

The outcome

Teams cut routine reporting time dramatically and adoption spread by word of mouth across departments.

What I did

  • Built the streaming chat + tool-call UI
  • Designed the inline data-viz renderer
  • Implemented retrieval grounding and caching

Tech stack

Next.jsTypeScriptLLM toolsStreamingPostgresRedis

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