Review what matters
Prioritize statement gaps, potential duplicates and imbalances for human review.
Finance operations
Cobalt Ledger
Turn financial records into a prioritized review queue, reconciliation work and cash scenarios.
Inside the project
See the software.
The business need
- Finance operations
- Turn financial records into a prioritized review queue, reconciliation work and cash scenarios.
The challenge
Finance teams need to identify missing or inconsistent records before using them to plan cash or close a period.
What Firequark built
Firequark developed Cobalt Ledger, a Wealth Synergy local-first FinanceOS that brings statement checks, human review and cash planning into a client-specific workspace.
What the experience makes possible
From a need
to a useful next step.
Find the difference
Compare statement totals with imported records and investigate discrepancies rather than inventing balancing transactions.
Explore cash scenarios
Use a 13-week forecast to compare assumptions, with data freshness and limitations visible.
Explore
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