Turn Your Receipts, Mileage, and Bank Activity Into a CPA-Ready Packet in 7 Days
Upload receipts, import bank activity, match transactions, track mileage, and export cleaner records for your CPA — without complicated accounting software.
Built for people who work for themselves, not accountants who love spreadsheets.
LedgerPilot
Cloud
142
Receipts
326
Bank Rows
1,248
Miles Tracked
Recent Transactions
View all transactions
Profit & Loss
View full report
CPA Export Ready
Your records are organized and ready to export.
From scattered receipts to CPA-ready records in one simple workflow.
The real tax-season problem
Tax Time Shouldn’t Start With a Shoebox, a Glovebox, and Panic
You already know how it happens. Receipts end up in the truck. Mileage gets remembered “later.” Bank statements sit in downloads. Job expenses get mixed together. Your CPA asks for cleaner records. And suddenly you are trying to remember what happened eight months ago.
That is not bookkeeping. That is tax-season damage control.
Receipts are in the truck
Crumpled, faded, missing, or exactly where you do not need them.
Mileage is half-remembered
Guessing miles can cost you confidence and create extra cleanup.
Bank activity sits in downloads
Months of activity that has not been sorted, reviewed, or matched.
Your CPA asks for cleaner records
They can only work with what you can show them.
You do not need a second job
You run your business. LedgerPilot helps organize the records.
The problem is not that you are lazy.
The problem is that most bookkeeping tools were not built for how contractors, 1099s, and solo service businesses actually work. You do not need another complicated accounting system. You need a simple way to clean up the records your business already created.
Start Cleaning Up My RecordsWhat most solo owners miss
You Don’t Have a Tax Problem. You Have a Record Problem.
A lot of solo business owners spend money for their business every week.
Fuel. Tools. Materials. Supplies. Software. Repairs. Storage. Mileage. Client-related expenses.
But when tax season comes around, the records are scattered everywhere. And your CPA can only work with what you can show them.
LedgerPilot helps you organize the proof behind your business activity so you can have a cleaner, easier conversation with your CPA or tax professional.
Important note
LedgerPilot does not tell you what is deductible.
LedgerPilot does not replace your CPA.
LedgerPilot does not provide tax, legal, bookkeeping, or accounting advice.
It helps you organize receipts, mileage, bank activity, categories, projects, and exports in one place.
Because the expense you forget to document is the expense you may not be able to use.
From chaos to cleanup
From Glovebox Chaos to CPA-Ready Records
As records pile up, tax season gets heavier. LedgerPilot turns the scattered paper trail into a simple cleanup workflow your CPA can review.
FUEL
$61.18
TOOLS
$214.99
MATERIAL
$87.40
CPA-ready packet
Receipts, mileage, bank activity, categories, reports, and exports organized for review.
Receipts
142
Mileage
1,248
CPA Export
Ready
The mess starts small
A fuel receipt here. A material receipt there. A mileage note you meant to enter later. Nothing feels urgent until tax season gets close.
Then you need one receipt
You know you bought the materials. You know it was for a job. But now you have to dig through old papers to prove it.
Your CPA asks for documentation
Receipts, mileage logs, bank activity, categories, and summaries. They can only work with what you can show them.
LedgerPilot gives you the cleanup path
Upload receipts, import bank activity, match transactions, track mileage, organize by project, and export cleaner records in 7 days.
Start My 7-Day CleanupMeet LedgerPilot Cloud
Simple Recordkeeping for Contractors Who Hate Bookkeeping
LedgerPilot helps you organize receipts, bank activity, transactions, mileage, categories, projects, Profit & Loss reports, CSV exports, CPA-ready export files, and managed AI receipt scanning.
It is not full accounting software. It is not a bookkeeping firm. It is the recordkeeping assistant that helps you get organized before tax season.
Clean records
Less stress
Easier CPA handoff
Managed AI scanning
7-day cleanup path
The mechanism
The 7-Day Contractor Record Cleanup System
Most software gives you features and says, “Figure it out.” LedgerPilot gives you a simple path.
You are not “doing bookkeeping.” You are cleaning up the records your business already created.
Day 1
Upload Your Receipts
Get receipts and invoices out of your truck, phone, inbox, glovebox, and folders.
Day 2
Import Bank Activity
Bring in bank statement activity so you can review what actually happened.
Day 3
Match Receipts to Transactions
Connect receipts to bank activity so your records are easier to verify.
Day 4
Track Mileage
Start organizing business driving before it disappears from memory.
Day 5
Organize by Category and Project
Sort expenses by type, job, client, or project.
Day 6
Review Missing Items
Find gaps before your CPA does.
Day 7
Export Your CPA Packet
Create cleaner exports, reports, and files for tax prep or review.
Show the finished result
See What a Clean CPA Export Can Look Like
Before LedgerPilot, receipts are scattered, transactions are unclear, mileage is incomplete, job expenses are mixed together, and reports take hours to prepare.
After LedgerPilot, receipts are uploaded, bank activity is reviewed, transactions are matched, mileage is organized, expenses are categorized, and reports are ready to export.
CPA Export Center
Tax Season Packet
Sample output preview
Receipt records
142 uploaded
Bank activity review
326 rows reviewed
Matched transactions
94 matched
Mileage records
1,248 miles tracked
Project summaries
8 projects organized
Profit & Loss report
Ready to export
Export cleaner records for review
CSV, reports, and supporting files
Features translated into outcomes
What LedgerPilot Helps You Do
Simple record organization for receipts, bank activity, mileage, projects, reports, and CPA exports.
Receipt Uploads
Keep proof of business expenses organized instead of scattered across your truck, phone, email, and desk.
Bank Statement Uploads
Review business activity in one place so you are not guessing from memory.
Receipt-to-Bank Matching
Match receipts to bank activity so your records are easier to check.
Transaction Review
Confirm what each transaction was for before tax season.
Categories and Projects
Organize expenses by type, job, project, or customer.
Mileage Tracker
Track business driving records before they get forgotten.
Profit & Loss Reports
Get a clearer view of business income and expenses.
CSV Export
Export your data when you need flexible records outside the app.
AI Scanning Included
AI receipt scanning is managed by LedgerPilot and included with every plan — 100 scans a month on Basic and 300 on Plus, with no customer API key or setup.
CPA Export Center
Package cleaner records for your CPA or tax professional.
Custom Requests
Request workflow improvements or business-specific tools.
Priority Support
Get help faster when your records matter.
Built for Service Businesses, Not Spreadsheet Hobbyists
This is for business owners who want cleaner records without turning bookkeeping into a second job.
LedgerPilot is built for you if:
LedgerPilot is not for you if:
Pricing
Choose How Clean You Want Tax Season to Feel
Both plans start with a 30-day free trial — $0 today, cancel anytime. AI scanning and private storage are included. Basic is for simple record tracking. Plus adds CPA exports, more scans, and priority support.
Basic
$99/year
Simple record organization for small users.
Best for simple users who want to organize receipts, bank records, mileage, and reports.
Plus
$197/year
Best value for contractors and 1099s who want cleaner CPA exports.
Recommended for contractors, 1099s, handymen, and solo service businesses.
Plus launch bonus stack
Join Plus and Get the Contractor Tax-Season Cleanup Kit
LedgerPilot Plus already helps you organize your records. The Cleanup Kit helps you do it faster.
Bonus #1
Contractor Category Starter Pack
Start with practical category ideas for materials, tools, fuel, repairs, insurance, permits, software, office expenses, and more.
Bonus #2
CPA Handoff Checklist
Know what to review, export, and send before your CPA asks.
Bonus #3
Missing Receipt Recovery Checklist
Find missing records before they become a tax-season headache.
Bonus #4
7-Day Record Cleanup Plan
Follow a simple day-by-day path to organize receipts, bank activity, mileage, categories, and exports.
Bonus #5
Year-End Export Checklist
Know what to prepare before tax season pressure hits.
Bonus #6
30-Day Free Trial
Try everything free for 30 days. $0 today, cancel anytime — storage and AI scanning included from day one.
Storage is included with every plan. Basic includes 5GB of private Storage Vault. Plus includes 10GB.
Prefer your own storage? Connect Google Drive or Dropbox and your files stay entirely under your control.
AI receipt scanning is included too — no OpenAI account, API key, or customer setup is required.
The practical middle
Built Between a Spreadsheet and Full Accounting Software
LedgerPilot is for the business owner who wants cleaner records without becoming an accountant.
Spreadsheets
Flexible, but easy to break and hard to maintain when records pile up.
Shoebox Receipts
Simple until tax season. Then painful, slow, and easy to miss.
Full Accounting Software
Powerful, but often more than solo service businesses need.
Hiring a Bookkeeper
Helpful, but usually costs much more than a simple recordkeeping system.
LedgerPilot
Simple record organization for receipts, bank activity, mileage, projects, reports, and CPA exports.
Built for contractors, not accountants.
Risk reversal
The 7-Day Clean Records Guarantee
Try LedgerPilot Plus for 7 days. Upload receipts, bank activity, and mileage using the cleanup checklist. If you do not feel more organized and confident about your business records, request a refund on the software fee.
LedgerPilot should make your records feel clearer. If it does not, you should not have to keep it.
Questions
Common Questions
Is LedgerPilot a replacement for my CPA?
No. LedgerPilot helps organize business records. Your CPA or tax professional should review your records and advise you.
Does LedgerPilot provide tax advice?
No. LedgerPilot does not provide tax, legal, bookkeeping, or accounting advice.
Can LedgerPilot tell me what is deductible?
No. Deductions depend on your business, documentation, and applicable tax rules. Always review your records with a qualified CPA or tax professional.
Can LedgerPilot help me organize records for possible business expenses?
Yes. LedgerPilot helps you organize receipts, bank activity, mileage, categories, projects, and exports so your records are cleaner and easier to review.
Do I need accounting experience?
No. LedgerPilot is designed for simple record organization, not complicated accounting workflows.
Do I need my own AI or API key?
No. AI receipt scanning is managed by LedgerPilot and included with every plan — 100 scans a month on Basic and 300 on Plus. No OpenAI account, API key, or customer setup is required.
Can I use my own storage?
Yes. Basic and Plus users can use supported bring-your-own storage options like Google Drive or Dropbox, depending on enabled settings.
What is Storage Vault?
Storage Vault is private LedgerPilot file storage, and it's included with every plan — 5GB with Basic, 10GB with Plus. You can also connect your own Google Drive or Dropbox instead.
Who is Plus best for?
Plus is best for contractors, service businesses, 1099 workers, and users who want CPA exports, custom requests, support tickets, and priority support.
Can I export my data?
Yes. LedgerPilot supports CSV exports and CPA-focused export workflows.
How does the free trial work?
Every plan starts with a 30-day free trial. You pay $0 today, get full access — including AI scanning and Storage Vault — and can cancel in one click before the trial ends.
Final step
Stop Letting Tax Season Sneak Up on You
You do not need to become an accountant.
You do not need to keep digging through old receipts.
You do not need to guess what every transaction was for months later.
You need a simple way to clean up your receipts, bank activity, mileage, projects, and reports before tax season becomes a mess.
Get cleaner records in 7 days — or get your software fee back.
LedgerPilot Plus
$197/year
30-day free trial. 300 AI scans/month and 10GB Storage Vault included — no add-ons, no API keys.
Start My 7-Day Record CleanupLedgerPilot helps organize business records. It does not provide tax, legal, bookkeeping, or accounting advice. Deductions depend on your business, documentation, and applicable tax rules. Always review your records with a qualified CPA or tax professional.