ledgerpilot

A Dolibarr module that links bank transactions to invoices and suggests accounting accounts for human review.

Status

Dolibarr module

Role

module development, workflow analysis, integration

Stack

Dolibarr, PHP, accounting workflow

Problem

Bank transactions need to be matched to invoices or assigned to accounting accounts before posting.

Outcome

LedgerPilot links transactions to open invoices and proposes an accounting account for other lines. A person approves or corrects the proposal; that feedback informs later suggestions.

Highlights

• Works with bank transactions already stored in Dolibarr.
• Keeps approval and correction with the user.
• Can process transactions imported by bankimport or other routes.

LedgerPilot extends the accounting workflow inside Dolibarr. It uses existing bank transactions and integrates with bankimport through shared data, so it can also handle transactions imported another way. The public repository documents the module and installation requirements.