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.

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 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
IRS employment tax recordkeeping Payroll workflow and recordkeeping discovery
U.S. Department of Labor wage recordkeeping Payroll routing, records, and approval controls
AICPA Audit Evidence Audit-support workflow and PBC readiness 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 expose the same boundary-backed source context used by the discovery agent and review packet.

GET /api/knowledge/sources?domain=payroll_workflow

POST /api/knowledge/query

GET /api/tax-research/sources

POST /api/tax-research/query