SiteLedger · field operations control
Know what happened on site, what needs approval, and what is ready for accounting.
Workers record the day from a phone. Supervisors review evidence and create correction revisions. Accountants receive approved time, materials, supplier facts, and cost codes. Owners see projects, exceptions, and decisions in one system.
Built for contractors and field teams · Worker · Supervisor · Accountant · Owner
Product model
One project, four controlled views
ON-2026-001
Maple Ridge Townhomes
Supervisor
Accountant
Owner
What the system controls
One evidence chain from project setup to owner and accounting handoff.
SiteLedger does not hide work inside chat messages or silently rewrite submitted reports. It keeps state, source evidence, human decisions, immutable revisions, and downstream exports connected to the same project record.
Projects, roles, and access
Owners control organizations, projects, sites, phases, daily plans, users, and project-level approval or field access.
Document intelligence
Contracts, POs, delivery tickets, invoices, receipts, photos, and email text enter one queue. AI extraction remains reviewable and source-linked.
Evidence and approval policy
Missing time, work, progress, photos, or close-out stays blocked until corrected or covered by a recorded exception.
Immutable revisions
Submitted facts remain visible. Supervisor corrections create a new revision with reason, actor, and changed fields instead of overwriting history.
Field-to-finance handoff
Only approved records become accounting rows. Filters cover project, worker, cost code, date range, validation state, and export format.
Owner attention view
The Today surface shows active projects, reviews, exceptions, missing evidence, and approved reports waiting for export.
Controlled workflow
From project setup to approved, exportable facts.
Project control
Set the project truth
Create the project, sites, phases, daily plans, team access, cost codes, materials, equipment, and vehicles.
Document intake
Capture the source
Upload a PDF or photo, take a site photo, or paste supplier and delivery text into a review queue.
AI proposes
Extract facts with evidence
AI proposes document type, supplier facts, materials, quantities, and units. A human confirms mismatches and allocations.
Worker records
Complete the seven-step report
Time, work, materials, equipment, issues, checklist, progress, and before/after evidence stay tied to one revision.
Supervisor decides
Correct without overwriting
Policy blockers remain visible. Corrections create a new immutable revision before approval.
Accounting receives
Export approved facts only
Approved time, materials, cost codes, and supplier facts move into PDF, XLSX, or CSV review workflows.
Role-aware system
Each person sees the work and decisions that belong to their role.
The worker is not shown an accounting dashboard. The accountant cannot rewrite a submitted field report. The supervisor cannot approve around missing evidence without recording an exception. The owner sees the combined operational state.
Worker
A phone-first guided report with saved drafts, structured work and material selections, progress, issues, and required evidence.
Supervisor
A review queue with submitted facts, policy blockers, evidence, correction revisions, exceptions, and the final approval gate.
Accountant
Approved labour, materials, supplier invoices, cost codes, correction requests, and controlled XLSX or CSV export batches.
Owner
Today’s active projects, reviews, exceptions, project status, client-update drafts, history, users, and access control.
Evidence model
The report is only one part of the record.
Owner and finance outcome
Decisions happen from approved facts, not reconstructed conversations.
SiteLedger makes missing evidence visible before approval, preserves the worker’s submitted record, and gives accounting a controlled batch only after the accountable reviewer has approved the current revision.
Start with workflow clarity
Want SiteLedger shaped for your team?
We map your current reporting workflow, identify what should be captured, define the worker, supervisor, accountant, and owner controls, and scope how existing project and accounting systems should connect without breaking the evidence and approval chain.