Template Toolkit

Demo dataset 2026.09.3

Make LedgerAI yours

This template ships with the full product unlocked. Use the checklist to learn the architecture, load realistic sample data, then replace the branding and commercial model with your own.

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Launch controls

These are the core places a template buyer should configure before presenting the product as their own.

Business setupYear end, VAT and invoice settings Set up partner modeLogo, display name and colours Set up partner firstCreate the firm profile before adding clients Owner guideHandoff and launch checklist

Explore the product

Each item turns green once there is real or demo data to explore.

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Setup progress0%

Business profile

Trading name, country, VAT status and currency are configured.

Open

Transactions

Import or create transactions and review the ledger postings.

Open

Receipts

Upload receipts and explore matched and unmatched workflows.

Open

Customers

Create customers before raising invoices.

Open

Invoices

Explore draft, sent, overdue, paid and credit-note workflows.

Open

Payroll

Add employees, enter RPN values and review a payroll run.

Open

VAT return

Review the deterministic VAT3 preparation workflow.

Open

Bank reconciliation

Reconcile statement balances against posted transactions.

Open

Reports

Generate a management report from the double-entry ledger.

Open

AI Advisor

Ask a question using the business financial context.

Open

Audit & review

Explore a seeded audit flag and accountant review task.

Open

Demo dataset

Safe sample data for evaluating the complete product.

Populate invoices, partial payments, receipts, payroll, VAT, reconciliation, reports, AI history, audit review and six months of ledger activity.

Template mode

Full feature access: no billing or plan gates are enforced.

Example pricing: Solo, SME and Pro are commercial examples only.

Optional integrations: payments, live bank feeds and Revenue/ROS submission are intentionally left for the buyer to connect.

Before selling or handing off

1. Reset the demo dataset.

2. Replace branding and support/contact details.

3. Connect only integrations your product actually offers.

4. Test owner, client and accountant logins separately.

5. Re-verify tax rules for the launch jurisdiction and date.

Read Owner Guide