Guides/Getting started/Welcome to PrymeLedger — a two-minute tour

Welcome to PrymeLedger — a two-minute tour

PrymeLedger connects to your ERP, keeps a live copy of your numbers, and lets you see, question, and trust them — without touching your ERP itself. Nothing you do here writes back to your ERP. Ever.

The screen, in four pieces

  • The sidebar (left) is your menu: Dashboard, Reports, and your working areas (Finance, Reconciliation, Operations). It builds itself from the reports you have — when a new report is published, it appears here on its own.
  • The top bar shows your sync status — when your ERP data last arrived — and the light/dark theme switch.
  • Search (Ctrl+K / ⌘K) finds any report by name from anywhere in the app.
  • Chat is where you ask questions in plain language — about your numbers, or about how the product works. It's also your first line of support.

Where to start

  1. Open Dashboard for the day's headline picture.
  2. Open Reports to see everything available to you, grouped by area. Click any row to read what it does before you run it.
  3. Ask the Chat something you actually want to know — "what were sales last month?" is a fine first question.

The promise behind the numbers

Reports here don't just show figures — where a figure has been checked against a control (your ledger, your daily till record), the report says so. When something doesn't tie, the product tells you instead of hiding it. That's the point of the whole system.