LedgePilot pulls invoices from Gmail, WhatsApp, bank statements, and Zoho Books — AI tags them — you approve and export to Tally in one click.
No manual entry. No juggling tabs. No month-end panic.
Link Zoho Books, Gmail, your bank statement, and WhatsApp in a few clicks. LedgePilot handles OAuth, polling, and de-duplication automatically.
Every document is extracted by Gemma 4 vision, categorised against your chart of accounts, and queued for a one-click review. Confidence scores surface the ones that need a human.
Approve, then push a clean, reconciled Tally XML, Zoho import, or CSV directly to your client's books — zero copy-paste.
All your clients, all sources, in a single dashboard. See who needs attention and why — without switching apps.
Cross-source de-duplication catches the same invoice arriving from Gmail, Razorpay, and Zoho Books at the same time.
Running totals and bank-match indicators let you spot the gap before month-end, not after.
GSTR-3B, GSTR-1, ITR, and monthly close deadlines shown per client, colour-coded by urgency.
LedgePilot is MCP-native. Ask Claude to list untagged bills, confirm a batch, or export a client — straight from your chat.
GSTIN and PAN are never stored in plaintext. All data stays in ap-south-1 (Mumbai) for DPDP compliance.
“We cleared a two-week backlog in one morning. The WhatsApp ingestion alone saves our team four hours a week.”
14-day free trial on all plans. No credit card required.
One CA, up to 10 clients.
Per CA seat, billed annually. Best for 2–20 person firms.
For large CA firms and enterprise compliance teams.
Start a free trial today. No credit card, no lock-in — just cleaner books.
Start free trial