How do I document a finance process?

Record a real run across each system and capture the controls, approvals, and reconciliation steps. Ledgerium generates an SOP and process map, so the documentation matches what actually happens at close.

Why are finance processes hard to document?

Because they cross several systems and carry controls the preparer performs from habit. The policy binder misses the automatic checks and the cross-system steps that the real work depends on.

Does recording capture financial controls?

It captures the control steps the preparer performs in the browser, the reconciliations and checks, as they happen. Offline approvals and evidence are attached to the documentation at the right step.

How does this help with audit?

Because the SOP is documented from a real run, the controls described match what an auditor observes, which closes the common gap between the written procedure and the work performed.

How do I keep finance documentation current?

Re-record the process when a system or control changes and regenerate the SOP, so the documented controls stay aligned with how the close is actually run.

Problem

How to document a finance process

To document a finance process, record a real run across each system it touches and capture the controls, the approvals, and the reconciliation steps that connect one tool to the next, so the documentation matches what actually happens at close. Finance work is hard to document because the controls and cross-system steps live in the preparer’s routine. Ledgerium AI records the real workflow, including the lookups and sign-offs between systems, and generates an SOP and process map, so the controls are documented from real work rather than from a policy binder.

Generate an SOP from a real workflow See how it works

How to tell you have this problem

A close step lives only in one preparer’s routine
The control is performed but not written down anywhere
The process crosses several systems and no document shows the whole path

Why this happens

Finance processes resist documentation because they cross several systems and carry controls the preparer performs from habit, a reconciliation here, a sign-off there. The binder describes the policy while the real work includes the lookups, the re-keying, and the checks that never made it onto paper.

The old way

Pull the policy, interview the preparer about what they actually do, and write up the controls and steps before the next close. It depends on recall, misses the automatic checks, and leaves the cross-system reconciliation steps undocumented.

With Ledgerium

Record the finance process as it runs across each system. Ledgerium captures the controls, approvals, and reconciliation steps between tools and generates an SOP and process map, so the documentation reflects the real work, including the checks the preparer does without thinking.

Step-by-step

1
Map the systems and controls
List the tools the process touches and the controls it carries.
2
Record a real close run
Capture the process end to end across each system.
3
Capture the controls
Note the reconciliations, checks, and sign-offs as they happen.
4
Generate the documentation
Produce an SOP and process map including the cross-system steps.
5
Attach offline records
Add approvals and evidence that happen outside the browser.

See this in a real workflow recording

Common mistakes

Documenting the policy instead of the controls the preparer actually performs
Missing the reconciliation steps between systems
Leaving offline approvals and evidence out of the documentation

How Ledgerium captures this

1. Install the extension

Add the Ledgerium recorder to Chrome. No screenshots and no keystrokes are ever captured.

2. Record the real workflow

Perform the process once. Ledgerium captures the structured steps, timing, and system context.

3. Get the output

Receive an SOP, a process map, and a workflow intelligence report generated from the real work.

Worth knowing

Ledgerium records the browser-based finance steps. Controls performed in desktop software or on paper need a person to add them to the recording and attach the supporting evidence.

Frequently asked questions

: Record a real run across each system and capture the controls, approvals, and reconciliation steps. Ledgerium generates an SOP and process map, so the documentation matches what actually happens at close.
: Because they cross several systems and carry controls the preparer performs from habit. The policy binder misses the automatic checks and the cross-system steps that the real work depends on.
: It captures the control steps the preparer performs in the browser, the reconciliations and checks, as they happen. Offline approvals and evidence are attached to the documentation at the right step.
: Because the SOP is documented from a real run, the controls described match what an auditor observes, which closes the common gap between the written procedure and the work performed.
: Re-record the process when a system or control changes and regenerate the SOP, so the documented controls stay aligned with how the close is actually run.

Document the real process, not the remembered one

Record a workflow once and generate an SOP, a process map, and an improvement report from how the work actually happens.

Start free See how it works

Free plan includes 5 documented workflows per month. No screenshots ever captured.