GATE Documentation

Hand your receipts and bank statement to your bot, and let Ledger keep your Swedish company's books straight — booked, VAT-correct, reconciled, and ready for your accountant to file.

Who this is for

You run a Swedish AB (or are about to) and you don't want to become a part-time bookkeeper to do it. You have receipts, supplier invoices, and a bank account, and you want the books to stay current without learning double-entry accounting or a chart-of-accounts number by heart. Ledger books everything itself and only ever hands you the finished document — it never sends anything to Skatteverket or Bolagsverket on your behalf.

Before you start

Ledger turned on for your org. If your bot doesn't recognize bookkeeping requests, ask your org's admin to check tool access for Ledger.
Your company set up. The first time you use it, tell your bot your company's details — organization number, fiscal year, and who owns it — so it knows which BAS accounts, VAT rules, and filing deadlines apply.
Something to book. A photo or forwarded email of a receipt or invoice is enough to start; a bank statement export gets you reconciliation.

Steps

Book a receipt or invoice. Forward the email, upload the file, or paste a photo, and say something like "Book this month's receipts." Your bot reads each one, works out which BAS account and VAT treatment applies, and books it. Anything it isn't sure about — a missing amount, an ambiguous VAT case — comes back to you as a question instead of a guess.
Check on VAT (moms). Ask "What's our VAT position this period?" or "How much moms do we owe this quarter?" Your bot totals the output VAT you've charged against the input VAT you've paid and tells you the balance — before anything is filed, so you're never surprised at deadline time.
Reconcile the bank. Give your bot a bank statement export — "Here's this month's bank statement, reconcile it." It matches each bank line against a booked entry by amount, date, and vendor, and tells you what matched cleanly, what's a weak match worth a second look, and what's still missing a receipt on either side.
Close the period. Once everything for the month is booked and reconciled, say "Close this period." Your bot checks that nothing is still waiting to be booked and that the books balance, then closes the period — a safeguard against silently editing the past, not a formality.
Handle year-end. When the fiscal year ends, ask "Get us ready for year-end" or "Produce our K2 årsredovisning." Your bot pulls together the annual report — the management report, income statement, balance sheet, and notes — and flags plainly if anything doesn't balance rather than smoothing it over. It also produces the SIE 4 export file your accountant or accounting software expects, and a K10 owner supplement if you take dividends or a salary as an owner.
Check the compliance checklist. Ask "What does this company need to file?" or "Are we behind on anything?" Your bot keeps a running checklist of everything a Swedish AB has to file — registration steps, the beneficial-owner (verklig huvudman) declaration, the annual general meeting (årsstämma), the annual report, VAT returns, and the income tax return — each with its real statutory deadline, and reminds you ahead of time rather than the day it's due.
Hand off, don't file. For every one of these — VAT return, annual report, K10, anything else — your bot produces the finished file or form. You (or your accountant) are always the one who actually files it with Skatteverket or Bolagsverket. Ledger will never do that submission step on its own, by design.

What you'll see

In chat: booking confirmations and questions on anything ambiguous, your current VAT position, the reconciliation breakdown, and the compliance checklist with real deadlines.
Files your bot hands you: the SIE 4 export, the VAT return figures, the K2 annual report, and the K10 owner supplement — each one ready for you or your accountant to review and submit.
In the dashboard: the full Ledger view for your org — booked and pending entries, documents, reconciliation status, reports, and your company profile and cap table (aktiebok).

Troubleshooting

Your bot says it can't book into a period. Periods lock once closed, and a locked period refuses new or edited entries by design — it's what keeps a closed month from silently changing later. If something genuinely needs to go into that period, reopening it is an administrator action from the dashboard — ask your GATE administrator to unlock it, then have the entry booked and the period re-closed.
You need to fix something that's already booked. Once an entry is booked, Ledger doesn't edit or delete it — the books are append-only on purpose, so there's always a clean trail of what actually happened and when. Ask your bot to book a correcting entry that cancels out the mistake and adds the right one; both entries stay visible, which is exactly the point for an accountant reviewing your books later.
A receipt keeps coming back with a question instead of getting booked. That usually means a required detail is missing or unclear — the amount, the date, or whether VAT applies. Answer the question directly, or resend a clearer copy of the receipt.
Reconciliation shows a bank line with nothing to match. Either the receipt hasn't been booked yet (book it, then re-run reconciliation) or the transaction genuinely has no paper trail yet — flag it and go find the missing receipt.
You're not sure something got filed. Ledger never files anything with the authorities itself, so nothing was ever going to happen automatically — check with your bot for the current status of the document, and confirm you (or your accountant) actually submitted it.

Going deeper

Built-in tools — the concept page