Your clients basically categorize themselves.

Drop in a client's messy bank export. In ~60 seconds LedgerPilot categorizes every transaction, flags only the genuinely unclear ones, and writes the exact questions to send the client — so month-end goes from hours of guessing to minutes of reviewing.

1 · Paste the export2 · AI cleans + flags3 · Send the drafted questions

Try it — paste a bank/credit-card export

Client name (optional — used in the drafted questions)

Transactions (CSV — any format, cryptic merchants welcome)

Nothing is stored. Capped at 80 rows in the demo.

Want this wired to your real QuickBooks / Xero?

This demo runs on a CSV. The full product syncs your clients' books, chases answers automatically, and matches receipts — you review, it does the typing. Get early access:

Your clients basically categorize themselves.

Try it — paste a bank/credit-card export

Result

📩 Questions to send the client

🧾 Categorized ledger

Want this wired to your real QuickBooks / Xero?

Your clients basically categorize themselves.

Try it — paste a bank/credit-card export

Result

📩 Questions to send the client Copy all

🧾 Categorized ledger

Want this wired to your real QuickBooks / Xero?

📩 Questions to send the client