Industries/Accounting and finance

Numbers you can explain, from the ledger to the board pack.

Finance teams spend days reconciling exports from the ERP, billing and bank. WhoDB connects those systems, keeps the logic in reviewable functions and shows the lineage behind every figure.

Every figuretraced back to its source
Reviewablelogic instead of hidden formulas
1model for ledger, billing and bank data
Per personaccess on every report
IN THE PRODUCT

See exactly where a number came from.

Pick a point on the left to see where it lives on the screen. Every screen shown here comes from the Clidey ERP demo project.

FINANCE.NORTHWIND.APP / CLOSE / 2026-10DARK
1The month-end close
HOW IT WORKS

How a close comes together with fewer spreadsheets.

01
Connect the systemsConnect the ERP, billing and bank data where it already lives.
02
Agree the definitionsModel accounts, invoices and payments as entities everyone shares.
03
Move the logicTurn reconciliation and allocation formulas into functions you can test.
04
Report with lineageEvery number in an app or report traces back to its source.
RECONCILIATION

Matching that runs the same way every time.

Reconciliation rules live in a function with reference cases, so the result does not depend on who opened the spreadsheet.

✓Rules written once, run every period✓Reference cases kept with the logic✓Output visible on every run
Reconciliation runSAMPLE PERIOD
ACCOUNTLEDGERBANKSTATUS
Operating412,880.10412,880.10Matched
Payroll96,140.0096,140.00Matched
Collections58,210.4557,990.45Review
Reserve250,000.00250,000.00Matched
LINEAGE

From the board pack back to the ledger.

Lineage connects the figures in a report to the transforms and sources behind them.

✓Sources to transforms to entities✓Run status on every transform✓Impact shown before any change
Lineage6 NODES
SOURCEERP ledger
SOURCEBank feed
TRANSFORMSync Journals
FUNCTIONReconcile
ENTITYAccount Balance
APPClose review

What it changes for each team

CONTROLLERSA shorter close.Less time chasing exports, more time reviewing the result.
FP AND AOne set of actuals.Plans and forecasts start from the same reconciled numbers.
AUDITAnswers on request.Show the source, the logic and the version behind any figure.
THE DETAILS

For the people who will ask.

The specifics your architects and security reviewers will want before a rollout.

SOURCESERP, billing, bank exports and files
LOGICPython functions with reference cases
LINEAGEUpstream and downstream for every figure
CHANGESDraft, review and promote
ACCESSProject members and roles
DEPLOYMENTWhoDB Cloud or Managed Private
EXAMPLE WORKFLOWEvery
Figure in the pack links to its source.Revenue, cost and cash figures carry their lineage, so a question in review is answered from the screen, not from memory.

Common questions

Yes. WhoDB connects to the ERP and other finance systems in place and builds on top of them.

Keep exploring Industries

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