PLATFORM · TRAIL & ASK

Every change has a
name on it.
Every answer cites
its rows.

Nothing in LZR is ever deleted. Ask the ledger a question in plain English and see the transactions behind the answer.

01 · THE TRAIL

One entry, start to finish.

Follow one entry from import to approval.

Every step is recorded against the person, rule or agent that took it, with the time and exactly what changed.

ENTRY · HDFC ••4471

EXAMPLE

Unknown wire: Kavro Holdings

−₹4,500

Jun 20
14:32
Imported
Agent· reading
Read from the HDFC ••4471 statement for June.
Jun 20
14:32
Proposed Professional Fees · 92%
Agent· categorising
Payee matched 6 prior transactions, all Professional Fees.
Jun 25
18:05
Flag raised
Rule· Duplicate payments
POSSIBLE DUPLICATE
Same payee and amount as a wire on Jun 25. Neither has an invoice.
Jun 26
11:48
Changed to Related-party payment
Person· Priya N.
CATEGORY
~~Professional Fees~~Related-party payment
REASON
“Kavro Holdings is a related party. Second instalment of the June retainer.”
Jun 26
11:49
Approved
Person· Priya N.
The agent’s proposal stays on the trail, beside the change.

Nothing is ever deleted; a correction is a new entry on the trail.

02 · WHO, WHAT, WHEN

Three kinds of author.

Every change is signed
by a person,
a rule
or an agent.

Each event names exactly who or what made it, so a reviewer can tell a person’s decision from a rule’s flag or an agent’s suggestion.

01 · WHERE A PERSON DECIDES
Person· Priya N.
A reviewer’s decision
Approvals, changes and dismissals carry the reviewer’s name and the time. Closing a flag also records their reason.
02
Rule· Duplicate payments
A control the firm wrote
Flags raised by a rule name that rule, so anyone can read the sentence behind the flag.
03
Agent· categorising
Work the agent did
Reading statements and proposing categories are recorded as the agent’s work, with the confidence it gave.

01 · WHERE A PERSON DECIDES
Person· Priya N.
A reviewer’s decision
Approvals, changes and dismissals carry the reviewer’s name and the time. Closing a flag also records their reason.
02
Rule· Duplicate payments
A control the firm wrote
Flags raised by a rule name that rule, so anyone can read the sentence behind the flag.
03
Agent· categorising
Work the agent did
Reading statements and proposing categories are recorded as the agent’s work, with the confidence it gave.

03 · ASK

The Ask panel, beside the ledger.

Questions in plain English,
answered beside the ledger.

Answers are built from the ledger’s actual rows and cite the transactions behind them, so every figure can be checked against the books.

The ledger with the Ask panel open beside it. Asked how much has been paid to Kavro Holdings this quarter and whether any of it is duplicated, the agent answers ₹31,500 across 7 payments since 1 April, lists the two ₹4,500 payments on Jun 25 and Jun 20 that look duplicated, and offers to filter the ledger to them.

04 · ASK IN PLAIN ENGLISH

One question, taken apart.

Ask in plain English. Check every figure.

A question about Kavro Holdings, answered from the ledger’s own rows, with the payments behind the total and the pair that looks duplicated.

How much have we paid Kavro Holdings this quarter, and is any of it duplicated?

AGENT

₹31,500 across 7 payments
since 1 Apr.
One pair looks duplicated.

DATE	AMOUNT
Jun 25	₹4,500
Jun 20	₹4,500
May 28	₹4,500
+ 4 more	₹18,000

01
Built from actual rows
The answer is worked out from the ledger’s own transactions for the quarter.
02
Every figure cites its transactions
₹31,500 arrives with the seven payments that add up to it, starting with the pair that looks duplicated.
03
An answer becomes a view
“Filter ledger to these” opens the ledger showing just those rows, ready to review.

01
Built from actual rows
The answer is worked out from the ledger’s own transactions for the quarter.
02
Every figure cites its transactions
₹31,500 arrives with the seven payments that add up to it, starting with the pair that looks duplicated.
03
An answer becomes a view
“Filter ledger to these” opens the ledger showing just those rows, ready to review.

Every change has a name on it.Every answer cites its rows.

Follow one entry from import to approval.

Imported

Proposed Professional Fees · 92%

Flag raised

Changed to Related-party payment

Approved

Every change is signed by a person, a rule or an agent.

A reviewer’s decision

A control the firm wrote

Work the agent did

A reviewer’s decision

A control the firm wrote

Work the agent did

Questions in plain English, answered beside the ledger.

Ask in plain English. Check every figure.

Built from actual rows

Every figure cites its transactions

An answer becomes a view