AI-powered finance automation for ERPNext
Bank reconciliation, AP invoice processing, GST/TDS compliance, and month-end close — all powered by AI, all inside ERPNext.
LedgerMind is an ERPNext plugin that brings AI-powered automation to your accounting workflows. It connects your ERPNext instance to the LedgerMind Cloud, where AI agents analyze your financial data and provide intelligent suggestions — all with human-in-the-loop approval before any changes are made.
| Feature | Description |
|---|---|
| Bank Reconciliation | AI matches bank transactions to invoices and payments with confidence scores |
| AP Invoice Processing | Automatic GL coding, vendor classification, and duplicate detection for purchase invoices |
| GST Compliance | Automated GST return data validation and mismatch detection for Indian companies |
| TDS Classification | AI-powered TDS section and rate classification for vendor payments |
| Month-End Close | Step-by-step guided close process with automated checks and reconciliations |
| AR Collections | Intelligent prioritization of overdue receivables with suggested collection actions |
ERPNext Instance LedgerMind Cloud
+-----------------------+ +------------------------+
| LedgerMind Plugin | REST API | AI Agent Orchestration |
| - Settings & Config | --------> | - Claude AI Models |
| - Doc Event Hooks | <-------- | - Bank Recon Agent |
| - Approval Workflow | Webhook | - AP Processing Agent |
| - Dashboard & UI | | - Compliance Agents |
+-----------------------+ +------------------------+
The plugin acts as a thin connector — your financial data stays in ERPNext, and AI processing happens in the secure LedgerMind Cloud. All AI-suggested actions require human approval before execution.
- ERPNext v15
- Python 3.10+
- A LedgerMind Cloud account (sign up)
bench get-app https://github.com/WisdmLabs/ledgermind.git
bench --site your-site.localhost install-app ledgermind
bench migrate
bench build --app ledgermindAfter installation, "LedgerMind" will appear in the ERPNext sidebar under Modules.
- Navigate to LedgerMind Settings (
/app/ledgermind-settings) - Enter your Cloud API URL, API Key, and API Secret from your LedgerMind Cloud account
- Click Test Connection to verify connectivity
- Enable the features you want to use (Bank Recon, AP Processing, GST, TDS, Close, AR)
- Configure approval thresholds and notification preferences
Access the LedgerMind Dashboard at /app/ledgermind-dashboard to see:
- Connection status
- Pending approvals with AI confidence scores
- Recent activity log
- Feature toggle status
Once features are enabled, LedgerMind adds action buttons to ERPNext forms:
- Purchase Invoice (draft) — "AI Process" button under the LedgerMind menu for automatic GL coding suggestions
- Bank Transaction (unreconciled) — "Suggest Match" button for AI-powered reconciliation
When AI confidence is below the configured threshold, LedgerMind creates approval requests:
- AI analyzes the transaction and generates a recommendation
- An approval record is created with the AI's reasoning and confidence score
- You receive an email notification (if enabled)
- Review the suggestion in the approval form and approve or reject
- Approved actions are executed; rejected ones are logged
| ERPNext Version | Support |
|---|---|
| v15 (current) | Supported |
| v14 | Not yet supported |
This app uses pre-commit for code formatting and linting:
cd apps/ledgermind
pre-commit installbench --site your-site run-tests --app ledgermindruff check ledgermind/
ruff format --check ledgermind/- Email: support@wisdmlabs.com
- Issues: GitHub Issues
- Documentation: docs/
MIT License. See license.txt.
The LedgerMind Cloud SaaS backend is a separate proprietary service. This plugin (the ERPNext connector) is fully open source.