LeadLock AI
Story tour idle
Live sim: ON

Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.

Finance · LedgerAI

Finance hub

Outstanding, collections, and activity — aligned with the authenticated finance hub layout.

Simulated balances

Payment on INV-1041 reduced balance — Stripe webhook mirrored here in ~300ms (demo timing).

Outstanding

$18.6K

Unpaid balance

Paid (30d)

$12.9K

Collected

Overdue

3

Follow up

Recent invoices

Open table →
  • INV-2408

    NorthStar HVAC

    $4,280

    Sent

  • INV-2407

    Cedar Ridge PM

    $2,040

    Partial

  • INV-2406

    Lakeside Plumbing

    $1,675

    Paid

Ledger activity

  • INV-1042Sent$4,500.00
  • INV-1041Partial$1,200.00
  • INV-1040Paid$0.00
  • INV-1039Overdue$890.00
  • New lead captured from website
  • AI receptionist responded to incoming inquiry
  • Voice widget conversation started
  • SMS follow-up sent to Mike Torres
  • Booking request captured and assigned