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SM-DSC-008 · Discover

The Ledger

Discovery Synthesis

Piloting
From $29 · Starter
Overview

The Ledger turns raw discovery material — interview transcripts, research notes, PDFs, articles — into a structured library of insights, quotes, and themes. Every extracted item ("gem") is cited, taggable, and ready to be pulled into a journey map, persona, or brief.

Product
The Ledger — Discovery Synthesis
Model No.
SM-DSC-008
Input
Interview transcripts, PDFs, articles, pasted text
Output
Tagged, citable "gems" — quotes, facts, observations, themes
Pricing
$29 starter · $59/mo Pro
Connects to
The Compass, The Gauge, The Panl
Built on
Claude Sonnet 4.6, Supabase, Next.js
01 The Problem

Stop losing the best quote in a 90-minute interview.

02 What it does

Key capabilities.

01

Gem Extraction

Paste a transcript or upload a PDF. The Ledger pulls out the quotes, facts, and observations that matter — each one tagged and timestamped.

02

Source-Anchored Citations

Every gem links back to its source location. Defensible by default. No more "I think someone said this once."

03

Tag Taxonomy

Auto-tagging plus a flat, editable tag system. No nested folders. Find anything in two clicks.

04

Project Libraries

Organize gems into projects. Export to JSON, CSV, or push to The Compass and The Gauge.

05

Search Across Everything

Full-text search across all your sources and gems. The library compounds in value the more you use it.

06

Privacy First

Per-project retention. Your transcripts aren't training anyone's model. SOC 2-aligned controls.

03 How it works

Four steps.

  1. 01

    Add a source. Upload a PDF, paste a transcript, drop in an article URL.

  2. 02

    Extract gems. The Ledger reads through and surfaces the high-signal items — quotes, facts, claims — each tied back to where it appeared.

  3. 03

    Tag and organize. Review what was extracted, edit tags, add notes.

  4. 04

    Use them downstream. Push gems into The Compass for journey context, The Gauge for persona evidence, or export to your tools.

Demo See it work
Fig. 02 · The Ledger in motion · 0:30 · muted · autoplay
04 Pricing

Simple pricing.

Starter
$29 one-time

1 project · 25 source uploads · unlimited gems · export to JSON/CSV

Start for Free →
Pro
$59/mo

Unlimited projects · unlimited sources · API for downstream products · priority extraction

Start for Free →
05 Questions

FAQ

How is The Ledger different from Otter or Dovetail?
Otter records and transcribes; Dovetail stores artifacts. The Ledger does the synthesis step in between — pulling specific, citable insights out of raw material at a price a solo designer can afford.
Where does the data live?
In a per-tenant Supabase database. Per-project retention controls. No-training DPA available on Pro.
Does it work with audio?
Paste a transcript from any source (Otter, Fireflies, Riverside, manual). Direct audio upload is on the roadmap.
Can I use it with other SM products?
Yes. Push gems directly to The Compass and The Gauge from Pro. Free CSV/JSON export on Starter.
Is the model trained on my data?
No. Anthropic's Claude API operates under a no-training agreement for Ledger usage.
Can I try before I buy?
Yes — Starter is a one-time $29 to keep the bar low; if it isn't useful in the first project, we'll refund it.

Get
started.

Start for Free →