Release Notes
What's new, improved, and fixed in each version of LedgerPilot.com.
You're using an Early Access Pilot version of LedgerPilot.com. Features and workflows are actively evolving based on your feedback. Thank you for being part of the journey!
Pilot
Version 1.0 — Early Access Pilot
2025 — Initial Release
New Features
- Document Upload & Management — Upload PDF, PNG, JPG, and TIFF financial documents per client workspace.
- Azure AI Document Intelligence Extraction — Intelligent extraction of transactions, amounts, dates, and payees from bank statements and invoices.
- Transaction Classification — Automatic account category assignment with manual override and Rules Engine for recurring payees.
- Trial Balance Report — Generate and export Trial Balance reports to PDF per client and date range.
- Income Statement Report — Income Statement generation with PDF export.
- Balance Sheet Report — Automated Balance Sheet from classified ledger data.
- Sales Tax Report — Sales Tax summary report with jurisdiction breakdown.
- Client Statistics Dashboard — Per-client analytics overview with key financial metrics.
- Invoice Creation & PDF Export — Create professional invoices with line items, due dates, and PDF generation.
- Recurring Invoice Templates — Schedule automated recurring invoices per client.
- Credit-Based Billing — Usage-based credit system with Stripe payment integration.
- Multi-User Organisations — RBAC with Organisation Admin, Accountant, and Viewer roles.
- Affiliate & Referral Tracking — Built-in affiliate link support for partner programmes.
- Public Features Page — Marketing features overview at /features.
Platform & Infrastructure
- Built on .NET 10 with Blazor WebAssembly front-end and ASP.NET Core API back-end.
- Deployed on Azure App Service with Azure SQL Database and Azure Blob Storage.
- PDF generation via Microsoft Playwright (server-side headless Chromium).
- Authentication via ASP.NET Core Identity with JWT bearer tokens.
- Bootstrap 5 responsive UI with Bootstrap Icons.
Known Issues (Pilot)
- PDF export may time out on first use after a cold start. Retrying usually succeeds. We are actively optimising this.
- Multi-language document extraction is limited — English documents produce the highest accuracy.
- Dark mode support is not yet available.
- Mobile experience is functional but optimised layouts are planned for a future release.
Upcoming
Version 1.1 — Planned
Target: Q3 2025
Planned Features
- Dark Mode — Full dark theme support across all pages.
- Bulk Document Processing — Queue and process multiple documents simultaneously.
- Advanced Rules Engine UI — Visual rule builder for complex classification logic.
- Client Portal — Read-only portal for clients to view their reports and invoices.
- CSV / Excel Import — Import transactions directly from spreadsheet exports.
- Improved Mobile Layout — Dedicated responsive views for tablet and phone screens.
- Audit Log — Per-action audit trail for compliance and accountability.
- Notification Centre — In-app notifications for extraction completions, invoice due dates, and credit alerts.
Have a feature request?
We prioritise our roadmap based on pilot feedback. Tell us what would make LedgerPilot better for you.
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