LedgerPilot automatically collects missing receipts, categorizes transactions, and accelerates your month-end close.
You know the drill. It happens 15-30 times per client per month.
Client ignores it for 3 days. You follow up. They send a blurry photo of the wrong receipt. You ask again. They ghost.
Because receipts are still outstanding. Every day you wait costs time and client satisfaction.
You're spending 8-10 hours per client on receipt chasing and data entry. That's 60% of your time on zero-value work.
If you could manage 40 clients with the same effort, revenue doubles. Receipt chasing is the constraint.
Four steps. Connect, scan, chase, close.
Link your QBO or Xero in 2 minutes. LedgerPilot imports your chart of accounts and learns your categorization patterns.
Every morning, LedgerPilot scans for uncategorized transactions and missing receipts across all your clients.
Clients get a magic upload link via SMS or email. One tap to snap a photo. No app install, no login required.
At 5 PM you get a daily digest: what was categorized, what receipts came in, what needs your attention.
At $150-300/month per client, that's the difference between managing 20 clients and managing 40. Same effort. Double the revenue.
“LedgerPilot cut my receipt chasing time by 80%. I closed month-end 4 days faster last month and took on 3 new clients I would have had to turn away.”
All plans include QBO + Xero integration, auto-categorization, receipt chasing, and daily digests.
or $1,990/yr (save 17%)
Up to 15 clients
or $3,990/yr (save 17%)
Up to 50 clients
or $5,990/yr (save 17%)
Up to Unlimited clients
No. They get a text with a link. Tap it, snap a photo of the receipt, done. Works on any phone.
85%+ accuracy based on your firm's historical patterns. New vendors are always flagged for your confirmation first. You stay in control.
LedgerPilot sends up to 3 messages over 7 days (you control frequency). After that, it flags the transaction for you to handle directly. No spamming your clients.
Yes. Full integration with both platforms. Connect one or both.
Yes. We use the same OAuth connections QBO and Xero provide to all their approved apps. Your data is encrypted in transit and at rest. We never store banking credentials.
If LedgerPilot doesn't save you at least 5 hours per client per month during your 30-day pilot, it's free forever. No credit card required to start.
Every hour you spend chasing receipts is an hour you could spend growing your practice. LedgerPilot handles the chase so you can close the books.
30-day free pilot • No credit card required • 5-hour guarantee