🚀 Product Update: Introducing AI Autopilot Mode

March 2026 Release

Today we're announcing AI Autopilot Mode, the biggest change to how LedgerFlow keeps your books.

What's New

🤖 AI Autopilot Mode

Turn on Autopilot and LedgerFlow will:

• Categorize transactions automatically as they arrive from your bank feeds
• Post double-entry journal entries to your ledger
• Reconcile your books against your bank balances
• Hold anything it isn't sure about for your review instead of guessing
• Learn from your corrections so similar transactions are handled the way you prefer

AI isn't perfect. That's why every decision is recorded, uncertain items wait in a review queue, and corrections are made with reversing entries, never by quietly editing your history.

🔗 Connections

• Bank and card feeds via Plaid, covering thousands of US institutions
• Statement uploads for months your bank feed doesn't cover
• Stripe for payments

🛡️ Security

• Bank connections are handled by Plaid; LedgerFlow never sees or stores your banking login
• Payments are processed by Stripe
• Data is encrypted in transit and at rest

Coming Next

• AI Tax Strategist: personalized, plain-English suggestions based on your actual books
• Bills: capture a bill and match it to the right expense category
• Multiple workspaces: keep separate businesses fully independent

Your Feedback Drives Everything

Tell us what to build next at feedback@theledgerflow.com or with the "Feedback" button in the app.

How to Get These Features

Autopilot is available on every plan, including during your free trial. See current plans on our pricing page.

— The LedgerFlow Team