AI financial dashboard
A private owner dashboard that shows eight tabs of a small business's Google Sheet behind a login, with a Claude CFO panel that writes a morning brief and answers questions.
Ledgerlight on desktop and mobile
01 Overview
Ledgerlight is a private owner dashboard for a small business that keeps its numbers in Google Sheets. It mirrors eight tabs of the owner's sheet behind a login, laid out for reading on a laptop or a phone, with a Claude CFO panel that writes a morning brief and answers questions about the figures.
Many owner-run businesses run on a spreadsheet: a manager builds the formulas and the owner opens the file to see how the week went. That works until the file grows to many tabs, the owner is on a phone, or the figures are too sensitive to share by link. We built the web app and its secure server routes.
02 The challenge
The owner wanted the same numbers in a cleaner form, behind a login, never recalculated, and with a quick written view of what needs attention.
The figures were too sensitive to share by link, so they had to sit behind a login.
The sheet had grown to many tabs that were hard to read, especially on a phone.
The dashboard could not keep a second set of sums: the sheet's formulas had to stay the only source of the numbers.
The owner wanted a short written view of what needs attention, not another table to scan.
03 What we built
We built a Next.js app that reads the owner's sheet on the server, lays each tab out for reading, and asks Claude about the tab on screen.
One password opens the dashboard, and a 12-hour token in an httpOnly cookie guards every page and data route. Google and Anthropic keys stay on the server.
A server route reads each tab through the Google Sheets API with read-only scope, so the dashboard never changes the sheet. Each tab is found by name or by tab ID, so the owner can send just a sheet link.
Owner, Daily, Weekly, Monthly, weekly and monthly Risk & Ops, Receivables and Wholesale each get their own view. Rows become color-coded, collapsible sections with total and profit rows picked out.
Each tab opens with headline cards such as phone sales, online sales, total sales and total deposits, so the key figures show before any scrolling.
Risk views track cancellations, refunds, chargebacks and total refund exposure, plus orders fulfilled, operator no-shows and weather reschedules. Receivables show money owed by age, and the wholesale tab counts sales below the floor price.
The Claude CFO panel reads the tab on screen and returns a short brief with risk, good news and information marked. A server route sends the rows to Claude Haiku 4.5.
The owner can type a question or tap a suggestion such as biggest risk right now, which staff to coach or on track this week. The answer comes back in a few plain lines.
The layout works on a laptop or a phone, with a light and a dark theme and a refresh button for the latest figures from the sheet.
04 The results
Ledgerlight gives the owner a private, readable view of eight sheet tabs on any device, with the sheet still doing all the math.
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