Sources and boundaries.

LedgerPilot AI uses source context to ask better workflow questions and prepare a partner review packet. It does not make final tax, legal, audit, payroll, or accounting conclusions, and it does not need client files during discovery.

Used for

Workflow discovery

Sources help LedgerPilot ask where work starts, which system is the source of truth, who approves output, and what proof metric a partner would trust.

Not used for

Final advice

Sources do not turn LedgerPilot into a tax advisor, auditor, payroll processor, bookkeeper, attorney, or firm decision-maker.

Packet output

Cited context

Generated review packets include source context when a lane matches the curated registry, plus the same human-review boundary.

Discovery engine layer

Source-backed playbooks now guide the agent

LedgerPilot maps tax, payroll, bookkeeping, CAS, audit support, AP/AR, billing, front desk, and partner-visibility conversations to domain playbooks. Each playbook carries source categories, better "I don't know" redirects, reviewer controls, and proof metrics.

Domain	Source context	Agent behavior
Tax and notices	IRS / Treasury	Routes toward notice ownership, source monitoring, client FAQ review, and professional sign-off.
Payroll workflow	IRS / DOL	Routes toward change intake, cutoff reminders, recordkeeping, exception review, and no-submission boundaries.
Bookkeeping, CAS, AP/AR, billing	QuickBooks / Xero / FASB	Routes toward source-of-truth systems, reviewer ownership, approval packets, and no-posting/no-payment controls.
Audit support	AICPA / PCAOB	Routes toward PBC ownership, deadline visibility, and audit-judgment boundaries.

Official, professional, and vendor context

Current public source registry

The registry is deliberately metadata-first. It points discovery toward credible context while keeping client data and final professional judgment outside the public intake.

IRS irs.gov Federal tax workflow context, notices, filing updates, and official tax-source monitoring. U.S. Treasury home.treasury.gov Federal tax policy context used to frame source-monitoring workflows, not client-specific advice. U.S. Department of Labor dol.gov Payroll and wage-recordkeeping workflow context for routing, records, and approval controls. FASB asc.fasb.org Accounting standards reference point for professional-review boundaries and source-of-truth language. AICPA aicpa-cima.com Audit and assurance source context for PBC tracking and audit-support workflow discovery. PCAOB pcaobus.org Public-company audit standards context used for audit-support boundaries and reviewer ownership.

IRS One, Big, Beautiful Bill provisions Tax workflow, organizer updates, client-question routing
IRS deductions for workers and seniors Tax update monitoring and reviewer sign-off workflow
IRS One, Big, Beautiful Bill news Tax research source awareness
U.S. Treasury tax policy Federal tax policy source monitoring and reviewer-owned update workflows
IRS employment tax recordkeeping Payroll workflow and recordkeeping discovery
U.S. Department of Labor wage recordkeeping Payroll routing, records, and approval controls
FASB Accounting Standards Codification Accounting-source boundary and reviewer-owned accounting judgment context
AICPA Audit Evidence Audit-support workflow and PBC readiness context
PCAOB auditing standards Audit-support boundaries, reviewer ownership, and public-company audit context
QuickBooks Online reconciliation guidance Bookkeeping, reconciliation, and close-readiness workflow
Xero bank reconciliation guidance Bookkeeping exception review and close workflow
Xero accounts payable process guide AP intake, approval routing, and payment-control boundary
QuickBooks Online invoice guidance AR, billing, WIP, and invoice-review workflow

Lane boundaries

What stays human-owned

Lane	LedgerPilot scopes	Hard boundary
Tax workflow	Research monitoring, notice routing, organizer updates, reviewer queues.	No final tax conclusion, filing position, eligibility determination, or client-specific planning.
Payroll workflow	Change intake, recordkeeping, cutoff reminders, exception routing.	No payroll submission, employee-specific advice, payroll tax conclusion, or wage-law conclusion.
Bookkeeping and close	Exception review, missing receipt follow-up, reconciliation readiness, close status.	No bank-data intake during discovery, posting, journal entry release, or final accounting treatment.
AP, AR, and billing	Invoice readiness, approval routing, WIP visibility, vendor follow-up queues.	No payment release, vendor bank change, invoice release, or client message without approval.
Audit support	PBC tracking, request ownership, evidence readiness, reviewer status.	No audit opinion, assertion, conclusion, or client-file ingestion during discovery.
Front desk and admin	Inbound routing, escalation paths, service-line assignment, deadline-sensitive flags.	No advice, confidential-detail collection, or final client response from discovery.

Machine-readable product surface

Available source APIs

These endpoints and files expose the same boundary-backed source context used by the discovery agent and review packet.

GET /llms.txt

GET /mcp-actions.json

GET /api/knowledge/sources?domain=payroll_workflow

GET /api/discovery/playbooks

GET /api/reviewer/qa

POST /api/reviewer/qa/answer

POST /api/knowledge/query

GET /api/tax-research/sources

POST /api/tax-research/query