Evidence beside every decision
Open the source while reviewing an amount, account or explanation. Keep the context close to the work.
THE FINANCE WORKSPACE THAT KEEPS THE THREAD
From scattered records
to a clear set of books.
PRODUCT PREVIEW / 2026
Bring documents, transactions, working papers and reports into one connected workspace. Let AI help with the preparation, then review the details with the evidence beside you.
01 — FROM SOURCE TO DECISIONInteractive walkthrough · Fictional sample data
L↗Sample StudioJUN 2026Fictional sample
FICTIONAL RECEIPT
Bank service charge
30 June 2026 · USD
Monthly account service200.00
Total deductedUSD 200.00
DEMO-BF-20260630-001
Source stays with the work
01 / EXTRACTED FIELDS
The details, in view.
- Date
- 30 June 2026
- Description
- Monthly bank service charge
- Amount
- USD 200.00
- Evidence
- Fictional receipt
Ready for reviewNot posted
AI helps prepare. You check the evidence and decide.
Evidence linkedExact amounts. Clear review.
Built for bookkeepers, accountants and hands-on finance teams.Evidence first. Judgment always yours.
THE WHOLE PICTUREKeep the work connected.
Keep the work connected.
Keep the context.
Follow a figure from the original document to the working paper, the proposed entry and the report. Spend less time moving information between disconnected files.
Working papers with a purpose
Start from a structured template, check the assumptions and see how the totals were calculated.
A review queue that moves work forward
See what is ready, what is missing and what needs your judgment before it reaches the books.
A CLEAR NEXT STEPOne workflow.
One workflow.
Nothing loses
its thread.
Evidence Working paper Review required
Preparation and posting are separate steps. You stay in control of the decision.
Bring in the evidence
Upload supported receipts, invoices or statements. Review the extracted information and correct anything unclear.
Source document → Extracted fieldsPrepare the work
Organise transactions, build schedules and use templates to turn source information into structured working papers.
Inputs → Formulas → Working paperReview and move forward
Check proposed changes, resolve exceptions and approve supported entries through the accounting workflow.
Proposed entry → Review requiredLEDGERPILOT WORKBOOKSThe flexibility of a spreadsheet.
The flexibility of a spreadsheet.
The context of your accounts.
Work with formulas, schedules and familiar rows and columns. Connect the work to its sources, keep revisions visible and turn supported adjustments into proposals you can review.
Explore workbook templatesL↗ Bank charges working paper Fictional sample
D5ƒx
=SUM(B3:B4)-SUM(C3:C4)| Account / source | Debit | Credit |
|---|---|---|
| Bank charges expense | 200.00 | — |
| Bank | — | 200.00 |
| Difference [formula] | 0.00 | |
WorkpaperStart hereReview
DEMO-BF-20260630-001 · Fictional receipt
Formulas you can inspectInputs you can identifySources you can traceChanges you can review
THE WORKING PAPER COLLECTIONStart with structure.
Start with structure.
Make it your own.
Choose a working paper designed for the task, enter your assumptions and follow the calculation from input to output.
36 working papers · Independent working copies · JSON and print export
Bank reconciliation / USD
Banking / V1
Bank reconciliation
Bring statement movements and book balances into one review.
Receivables ageing / USD
Month-end / V1
Receivables ageing
See outstanding balances and how long they have been due.
Payables ageing / USD
Depreciation schedule / USD
Budget versus actual / USD
Thirteen-week cash forecast / USD
Planning / V1
Thirteen-week cash forecast
Explore the effect of timing and assumptions on future cash.
ILLUSTRATIVE FORMULA REVIEW“Check this formula and show
“Check this formula and show
a proposed correction.”
Before
=SUM(B3:B4)-SUM(C3:C3)Proposed
=SUM(B3:B4)-SUM(C3:C4)The credit range was missing the second line. Inspect the proposed range and its source before applying.
Example only · No live AI requestASSISTANCE WITH CONTEXTAsk for help.
Ask for help.
See what would change.
Use AI to explain a formula, help prepare a working paper or suggest a transaction treatment. Inspect the supporting context and proposed changes before applying them.
- Explain a reconciliation difference.
- Review a proposed formula correction.
- Summarise verified report figures.
Illustrative examples. Availability depends on the configured features. AI requests are sent through the backend to Groq when enabled.
Keep the evidence.
Keep the decision.
Financial work needs a clear trail. LedgerPilot is designed to keep source documents, working papers and review decisions connected.
Source links
Return to the records behind a figure.
Review steps
Keep proposals separate from approved entries.
Version history
Understand what changed and when.
Clear exceptions
Bring unresolved questions into view.
Built around the people
doing the work.
Bookkeepers
Organise evidence, prepare transactions and work through reconciliation exceptions.
Small accounting practices
Keep client working papers and month-end preparation in a consistent structure.
Finance teams
Bring schedules, review tasks and management reporting into a shared workflow.
THE EVERYDAY FINANCE TOOLKITA small calculation.
A small calculation.
A clearer next step.
Check a margin, work out VAT, or see how far your cash could go. Free to use, with no account needed.
Explore all free toolsTool availability could not be loaded. Please try again shortly.
ROOM FOR THE WAY YOU WORKYour books. Your pace.
Your books. Your pace.
Your plan.
Start with the essentials. Add capacity and controls as your business or accounting practice grows.
See plans and allowances Spreadsheets & templates Manual books & core reports Evidence, review & export
Loading current plans and allowances…
A FEW USEFUL ANSWERSBefore you
Before you
open the books.
LedgerPilot supports preparation and review. Professional judgment stays with you.
Groq data-handling informationWhat is LedgerPilot?
LedgerPilot brings accounting evidence, working papers, review workflows and reporting into one workspace.
Does LedgerPilot automatically post everything AI suggests?
AI suggestions are proposals. Supported postings go through validation and the application’s approval workflow.
Can I use my existing spreadsheets?
Workbooks support reviewed Excel/XLSX, CSV and TSV imports, along with JSON, spreadsheet and printable exports. Review the compatibility preview: advanced features and formula behaviour can differ from the source application.
Can I customise a template?
Yes. A template creates an independent working copy. Change permitted inputs, add notes and keep the calculation and review guidance visible. Template calculation expressions are protected when saving.
Where does AI processing happen?
When enabled, relevant documents or selected context are sent from the backend to Groq. Your deployment administrator controls the provider configuration. Review Groq’s data-handling information and your deployment policies before uploading sensitive records.
Is LedgerPilot an independent auditor or tax adviser?
No. It supports preparation and review. Professional judgments, applicable obligations and independent assurance remain separate responsibilities.
Is this the same as Excel or Google Sheets?
LedgerPilot focuses on accounting workflows and connected working papers. The editor supports formulas, sheet tabs and formatting, but file compatibility and advanced spreadsheet features differ.
How do I get started?
Open LedgerPilot, sign in or create an account, then create or select a company. Try a template with fictional sample data before entering your own records.
Bring the next set of books
into focus.
Start with one document, one reconciliation or one working paper.
Keep the next step clear.