Quick Start Guide
From zero to your first extracted statement in minutes.
Create Your Account & Log In
Sign up at www.ledgerpilot.com using your email address. Confirm your email to activate your Early Access Pilot account. Once confirmed, log in to reach your Dashboard.
- Use a business email address for best results.
- Two-factor authentication is recommended (available in Account Settings).
- If your organisation was already provisioned, your admin will send you an invite link.
Add Your First Client
Navigate to Clients → New Client. Fill in the client's name, contact email, and billing information. A client workspace is automatically created once you save.
- You can add as many clients as your plan allows.
- Each client has isolated data, documents, and reports.
- Client profiles link to recurring invoice templates for automated billing.
Upload a Bank Statement or Document
Inside the client workspace, click Upload Document. Drag and drop a PDF or image of a bank statement, invoice, or receipt. Supported formats: PDF, PNG, JPG, TIFF.
- Maximum file size: 20 MB per document.
- Multi-page PDFs are fully supported.
- You can upload multiple files at once.
Run Document Intelligence (DI) Extraction
Select a document and click Run Extraction. LedgerPilot's Document Intelligence engine will extract transactions, dates, amounts, and payees automatically.
- Extraction typically completes in 10–30 seconds per page.
- Each extraction uses credits from your plan balance.
- Review and correct extracted data in the Review panel before finalising.
Review, Classify & Generate Reports
Once extracted, transactions are automatically categorised. Review the classifications, make corrections, then head to Reports to generate Trial Balance, Income Statement, or Balance Sheet — exportable to PDF.
- Use the Rules Engine to auto-classify recurring payees.
- Reports can be shared directly with clients via secure link.
- All report data is exportable to CSV for further processing.