Adoption review

Prepare LedgerWise for a controlled finance rollout with accountant oversight.

Use these resources to collect finance-owner, accountant, and implementation-owner approval. EyeLogs provides the workspace, reports, imports, backups, and review packs; production use, statutory reliance, and system-of-record replacement should be approved by the buyer and their accountant.

Download UAT approval Download accountant approval Download gap register

Acceptance review

LedgerWise keeps rollout decisions clear before paid adoption.

PresentBuyer landing and workspaceLanding page, static workspace, local JSON backup, reports, imports, GST review pack, CA views, and support-owner tracking are visible.

Needs buyer approvalUAT with real finance dataOne company, one closed month, real or buyer-approved Tally/Excel/bank samples, backup restore, and owner/accountant acceptance must be recorded.

Needs deployment proofBackend readinessLocal Node storage API exists; production needs approved host, API key, origin, backup retention, restore drill, audit export, and support owner.

Do not implyCertified filing or Tally replacementGST filing, e-invoice, e-way bill, bank feeds, payment collection, and official books replacement require external validation or paid integrations.

Evaluation boundary

Keep sample records, reviewed data, and production records separate.

SampleStarter workspace dataSeed ledgers, invoices, bank lines, GST mismatches, CA clients, and reminders are sample workspace data only.

Buyer-reviewedUAT data packCopied exports from the buyer: chart of accounts, opening balances, one month vouchers, invoices, bank CSV, GST summary, and document samples.

ProductionOfficial finance recordsAllowed only after storage, role access, backups, period locks, accountant validation, support route, and owner approval are recorded.

Approval templates

Use these before moving LedgerWise into client operations.

Company UATFinance owner approvalTracks buyer legal entity, owner, UAT period, real data scope, reports reviewed, backup/restore proof, and go-live decision.Download CSV

AccountantStatutory and books validationConfirms GST, TDS/TCS, opening balances, ledger grouping, period lock, reports, and filing/system-of-record boundary.Download CSV

IntegrationsExternal gap registerRecords email, object storage, payment links, bank feeds, GST/e-invoice/e-way bill, accounting export, and paid connector status.Download CSV

Customer proofNamed case approvalWritten permission is required before using a customer name, logo, quote, metric, screenshot, or finance result in sales material.Open template

External and paid gaps

These cannot be solved by wording alone.

Email deliveryPayment reminders and document requests need a verified sender/domain and provider proof before production use.
Object storageBills, receipts, import evidence, GST files, and audit packs need approved encrypted storage, retention, access policy, and restore proof.
PaymentsUPI/payment links need provider onboarding, settlement ownership, reconciliation rules, failure handling, and buyer approval.
Accounting integrationsTally XML, GST portal, e-invoice, e-way bill, bank feeds, and accounting exports need real file/API validation with the buyer accountant.
Backend deploymentThe local storage API is useful for UAT; production needs hosted deployment, API key policy, monitoring, backup schedule, and incident owner.

Next step

Run one controlled finance UAT before promising production replacement.

Use copied buyer data, export the review pack, restore a backup, review GST and reports with the accountant, then record whether rollout is approved, approved with remediation, or rejected.

Open workspace