FinTech · Cohort Solution

Financial operations without spreadsheet reconciliation.

LedgerView is a Cohort-built financial operations platform for transaction monitoring, reconciliation, settlement, exception handling and operational reporting.

LedgerView / OperationsLive view

Transactions today

28,491

Transaction value

₹4.82 Cr

Success rate

97.84%

Pending reconciliation

184

Settlement due

₹38.46 L

Exceptions

47

RecordStatus

TXN-829104

Payment

UPI · ₹12,450

Success

TXN-829103

Transfer

Bank API · ₹48,000

Success

TXN-829102

Refund

Gateway · ₹2,499

Processing

REC-2026-0829-B

Reconciliation batch

Difference ₹3,240 · 6,184 records

Manual review

Transaction Operations & Reconciliation Platform

Designed for connected operations

A configurable software foundation for the roles, rules, records and integration points behind this workflow.

Transaction MonitoringReconciliationSettlementException ManagementReportingRBAC

Demo environment. Organizations, people, transactions and operational data shown are fictional and used for demonstration.

Product overview

Operational visibility in the flow of work

Business problem

Replace fragmented fintech processes, disconnected records and manual follow-through with a shared operating system.

Core capability

Reconciliation, Settlement, Exception Management, Reporting

Product approach

Configure the workflow around real users, approval paths, reports and connected systems.

Solution case study

How this foundation is framed

Context

Complex workflow, one operating layer

A Cohort-built reference implementation for teams coordinating fintech operations.

System design

Role-aware workflows, structured records, integrations and audit-friendly operational visibility.

Adaptation

Scope is shaped around the buyer's users, policy rules, data sources and delivery priorities.

Demo guide

Walk through the product

Interactive product demonstration

A focused product walkthrough

30-second positioning

LedgerView centralizes transaction monitoring, reconciliation, settlement, refunds and exceptions instead of leaving operational truth across spreadsheets and provider portals.

Need a payment operations platform like LedgerView?

5-7 minute flow

  1. 01Start with the dashboard and its transaction, reconciliation and exception indicators.
  2. 02Filter transaction activity to show failed or pending records.
  3. 03Move from transaction context into a reconciliation batch and manual-review path.
  4. 04Close on integrations, role controls, reporting and settlement rules.

Capabilities

Core modules

Transactions

Reconciliation

Settlements

Refunds

Exceptions

Audit logs

Roles and workflows

Built around accountable teams

Role model

Operations ManagerFinance AnalystReconciliation AnalystSupport AgentAdministratorAuditor

Key workflows

  1. 01Transaction ingestion
  2. 02Transaction monitoring
  3. 03Provider reconciliation
  4. 04Exception identification
  5. 05Settlement generation
  6. 06Operational reporting

Architecture

A practical foundation for extension

System architecture

Role-based application layer

Workflow and approval engine

Auditable operational data

API and integration boundary

Next.js

React

TypeScript

Node.js

PostgreSQL

REST APIs

Integration and permissions

Access is structured by role, responsibility and data scope. Integration depth is defined during discovery around the systems already in use.

Payment providersBanking APIsWallet operationsReporting exports

Customization

Adapt the foundation to your operating model

Settlement rules

Reconciliation rules

Multi-currency support

Merchant operations

Approval workflows

Related solutions

Explore adjacent product foundations

Need a LedgerView-style platform?

Tell us which users, workflows, data sources and integrations matter. We will recommend a practical product architecture.