LedgerLumen

Product demo

Real estate investor demo

Clean up a five-property workspace from CSV import to property reports.

Watch how mixed bank records become categorized transactions, property project activity, and reports an owner can review before advisor handoff.

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LedgerLumen transactions screen showing sample income and expenses with categories, customers, projects, and actions

Product walkthrough

Watch the LedgerLumen demo

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At a glance

This demo is built around a five-property investor workspace so prospects can see CSV import, category cleanup, project assignment, and reports in context.

Start from existing records

The walkthrough begins with a CSV import because many owners already have bank exports, spreadsheets, or older bookkeeping data.

Clean the records in plain English

Automatic suggestions help with obvious categories while manual edits keep judgment-heavy rows under the owner’s control.

Tie money to properties

Assignments to property projects turn mixed transactions into income, cost, net, and report views by property.

Trust and fit

Built for the owner who still has to answer the money questions.

  • No bank connection is required to understand the workflow
  • The sample workspace uses five property projects and mixed unassigned transactions
  • The same review model applies to other service-business project workflows

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