Documents And Evidence

Private document workflows around accounting records.

LedgerLine provides a Document Center, evidence library, private storage posture, supporting documents, CPA exports, customer document shares, portal views, and document APIs for accounting-ready apps.

Build with AIView demoDeveloper Docs

Document Center workflows cover upload, list, link, archive, review, and download paths.

Supporting documents can be linked to customers, invoices, estimates, vendors, and bills where supported.

Customer document shares and portal routes use token/server-routed access where built.

CPA exports and evidence packages depend on private storage configuration.

Workflow

From private evidence to controlled access.

LedgerLine keeps files server-routed and attached to accounting-adjacent workflows without exposing raw storage paths as the product interface.

  1. Step 1

    Upload or list documents through dashboard or supported APIs.

  2. Step 2

    Link evidence files to supported records.

  3. Step 3

    Use server-routed downloads, shares, portal views, and PDF/render metadata where built.

  4. Step 4

    Smoke storage after buckets and policies are configured.

Build with AI

Plan this workflow before you wire it.

Use Build with AI to describe your app, choose this workflow, generate a setup pack, copy an implementation prompt, and review the smoke checklist before production review.

SetupNo real secretsProduction review required
Open Build with AI

Sample-data demo

Documents sample-data demo

Preview fake rendered documents and private evidence files linked to sample records.

Sample dataDemo only
View demo

Accounting Truth

Documents support accounting but do not post accounting.

  • Documents do not mutate accounting by themselves.
  • File storage is intended to remain private and server-routed.
  • Required private buckets are cpa-exports, supporting-documents, and customer-documents.
  • OCR/AI extraction is deferred unless a later phase implements it.
  • Malware scanning is not claimed as built in this foundation.
  • Public document access is token/server-routed where built.
  • Production confidence still requires storage setup and RLS/Storage dry-run.

Developer Workflow

Server-side document API path.

  • Use document upload/list/link/archive/download routes only from trusted server contexts.
  • Do not expose storage paths, service-role keys, or raw tokens in public UI.
  • Use Security docs for private storage and public token boundaries.
  • Use the read-only API Reference for examples; it does not upload files.
  • Production still requires setup, migrations, private buckets, RLS/Storage dry-run, and QA.

Related Docs

Keep moving through the product and API path.

Documents sample-data demo

Preview fake rendered documents and private evidence files linked to sample records.

Open resource

Security

Review private storage, token, and server-side API-key boundaries.

Open resource

Build with AI

Generate a guided setup plan, fake env placeholders, implementation prompt, and smoke checklist.

Open resource

Developer Docs

Open the technical lane for exact API, auth, webhooks, OpenAPI, and implementation details.

Open resource

API Recipes

Browse practical server-side workflows for LedgerLine's accounting API.

Open resource

Accounting Model

Understand operational records, posting, reversals, A/R, A/P, and reports.

Open resource

API Reference

Review read-only request and SDK examples with fake placeholders only.

Open resource

OpenAPI YAML

Inspect the manual OpenAPI source for the public API surface.

Open resource

Related Features

Explore adjacent LedgerLine modules.

Invoices And Money-In

Customers, estimates, invoice posting, payments, and A/R workflows.

Open feature

Bills And A/P

Vendors, bills, posting, vendor payments, reversals, and A/P reporting.

Open feature

Reports

Read-only summary, A/R, A/P, ledger, and 1099 support reporting.

Open feature

1099 Support

Vendor metadata and posted payment summaries for CPA/tax-support review.

Open feature

Product Truth

Built foundation, honest boundaries.

Early accessRead-onlyServer-side onlyProduction review required
  • API Reference is read-only and never asks for real API keys.
  • Core accounting does not require Stripe, SendGrid, Plaid, OCR/AI, IRS e-filing, or payroll providers.
  • Provider integrations, active billing, IRS e-filing, and payroll/HR remain deferred unless implemented later.
  • Setup/testing is available from the code side; production rollout requires review.
  • LedgerLine does not claim SOC 2, PCI, certification, tax advice, legal advice, accounting advice, or affiliation with Stripe.

Next Steps

Explore LedgerLine

Move from product overview to use cases, API docs, and the developer setup path.

Read The Product Overview

See what LedgerLine handles for connected apps.

Explore Use Cases

Map LedgerLine to SaaS, marketplace, operations, and document-heavy apps.

Browse The Accounting API

Review public API workflows, OpenAPI, recipes, SDK helpers, and console links.

Review Pricing Strategy

See early-access plan packaging, module boundaries, and billing guardrails.

Build with AI

Describe your app and prepare a guided LedgerLine setup path for AI coding tools.