This isn't a chatbot bolted onto software. The copilot is the center of Ledger — wired live into your QuickBooks, calendar, inbox, crew, and customer portals. It leads with the number, frames everything as your operation, and acts only with your confirmation.
Real app footage · Northside Auto, a demo shop with made-up customers · silent
Every tab and lane, laid out in full on the home page →
“How's my day look?” “Sales this month vs last?” “Where's my crew right now?” “Any quotes approved?” “Who forgot to clock out?” — one chat, live answers across the whole business.
Drafts invoices, estimates, bookings, emails, review replies, payment reminders, client links, and crew dispatches — every external action lands as a confirm card first. You are always the last tap.
“Tell Dave he's on the 2 o'clock” — it pulls Dave's assignment and email from the roster, writes the dispatch, and sends on your confirm. Day sheets go out automatically every morning.
Tell it your rates, your policies, your suppliers, how you like things done — it remembers permanently and applies it in every future conversation. Live numbers always come fresh; only the how-you-run-things gets remembered.
Flip a switch and it's your consultant — pricing, marketing, hiring, growth — grounded in your actual sales and customer data instead of generic internet advice.
Ledger Live, the spoken conversation, is paused while its spending protection is upgraded. Typed chat is the same brain, same live data, same confirm-before-acting discipline.
Briefings lead with the headline number, celebrate real wins, and deliver rough news straight — with the next move attached. Executive summaries, not chatbot filler.
If a number isn't in your systems, it says so. If a connector is down, it tells you plainly. It will not guess, pad, or invent — by design.
Yesterday's sales, who's booked today, who's dispatched, what's overdue, and anything a customer approved overnight — one briefing, live numbers, ten seconds.
It drafts the dispatch emails from the roster; you confirm; they're informed. No group-text archaeology.
Real customers, real items, live prices, two confirm cards. Done before your coffee's cold.
It flags the overdue account creeping up, the crewman still on the clock at 8 PM, the quote that's been sitting unapproved for a week — the things owners find out too late, surfaced early.
Open the chat and ask the question you'd ask a partner who'd already read the books. That's the whole product, in one sentence.
Start free — 14 days →