# LedgerPilot AI

LedgerPilot AI is a controlled AI-use discovery and pilot-scoping system for accounting firms.

Primary URL: https://www.getfirmscope.com/
Product tour: https://www.getfirmscope.com/features.html
Pilot value estimator: https://www.getfirmscope.com/pricing.html
Source and boundary page: https://www.getfirmscope.com/sources.html
Security and privacy page: https://www.getfirmscope.com/security.html
Partner launch kit: https://www.getfirmscope.com/launch-kit.html
Partner brief: https://www.getfirmscope.com/partner-brief.html
30-day pilot proposal: https://www.getfirmscope.com/pilot-proposal.html
Deploy-readiness checklist: https://www.getfirmscope.com/readiness.html
Reviewer Q&A gauntlet: https://www.getfirmscope.com/reviewer-qa.html
Machine-readable actions: https://www.getfirmscope.com/mcp-actions.json
Sitemap: https://www.getfirmscope.com/sitemap.xml

## What LedgerPilot Does

- Runs a workflow-level discovery conversation with an accounting firm.
- Shows packaged product features and a no-plan-cost pilot value estimator for workflow drag and 30-day target framing.
- Helps identify where AI could safely support a workflow first.
- Writes sidecar notes during intake.
- Prepares a partner-ready review packet with pressure point, AI-use lane, support output, approval point, control boundary, first-week step, proof metric, and source context.
- Shows source context in the intake sidecar when the workflow matches curated IRS, DOL, QuickBooks, Xero, FASB, AICPA, PCAOB, or Treasury metadata.
- Uses source-backed discovery playbooks to guide tax, payroll, bookkeeping, CAS, audit support, billing/WIP, AP/AR, front desk, and partner-visibility conversations.
- Saves completed discovery conversations as admin lead records with suggested lane, source context, risk flags, and next action.
- Uses a reviewer Q&A gauntlet to answer partner, tax lead, payroll lead, IT/security, operations, and skeptical questions with bounded language.

## What LedgerPilot Does Not Do

- Does not perform accounting work.
- Does not ingest client files during discovery.
- Does not provide tax, legal, audit, payroll, or accounting conclusions.
- Does not release invoices, payments, payroll, filings, audit opinions, or client-facing advice.

## Source Families

LedgerPilot uses source metadata to shape workflow questions and cite context. Sources do not replace qualified professional review.

- IRS: https://www.irs.gov/newsroom/one-big-beautiful-bill-provisions
- IRS OBBB news: https://www.irs.gov/newsroom/one-big-beautiful-bill-news
- U.S. Treasury tax policy: https://home.treasury.gov/policy-issues/tax-policy
- U.S. Department of Labor wage recordkeeping: https://www.dol.gov/general/topic/wages/wagesrecordkeeping
- FASB Accounting Standards Codification: https://asc.fasb.org/
- AICPA audit and assurance standards: https://www.aicpa-cima.com/resources/landing/audit-and-assurance-standards
- PCAOB auditing standards: https://pcaobus.org/oversight/standards/auditing-standards
- QuickBooks reconciliation guidance: https://quickbooks.intuit.com/learn-support/en-us/help-article/statement-reconciliation/reconcile-account-quickbooks-online/L3XzsllsK_US_en_US
- Xero bank reconciliation guidance: https://central.xero.com/s/article/Reconcile-your-bank-account

## Useful API Endpoints

- GET /api/health
- GET /api/recommendations
- GET /api/knowledge/sources
- POST /api/knowledge/query
- GET /api/discovery/playbooks
- GET /api/reviewer/qa
- POST /api/reviewer/qa/answer
- GET /api/tax-research/sources
- POST /api/tax-research/query
- POST /api/assistant/message
- POST /api/discovery-leads
- POST /api/pilot-requests

## Preferred Summary

LedgerPilot AI helps accounting firms find the safest first AI-use pilot by asking workflow-level questions, keeping client files out of discovery, citing source context, and preserving professional review.