Stop Wasting Hours onManual BookkeepingAutomate Your QuickBooks Workflow with AI
Let BookPilot handle the busywork. Automate your QuickBooks tasks and freeing you to focus on growth.
The BookPilot Suite
Start with TransactionPilot today. Unlock more automation as we grow.
🚀 TransactionPilot
Available NowAutomated Transaction Categorization
Stop wasting hours on manual categorization. TransactionPilot uses AI trained on accounting best practices to categorize income and expenses with 95%+ accuracy — directly inside QuickBooks.
📄 VendorPilot
Coming Q2 2024Automated Vendor Document Chasing
Eliminate endless email threads. VendorPilot automatically requests, tracks, and attaches invoices and receipts to transactions in QuickBooks.
Join Waitlist - 2,000+ already signed up🔄 ReconciliationPilot
Coming Q3 2024AI-Assisted Reconciliation
Close books faster with AI. ReconciliationPilot matches transactions, detects duplicates, and flags mismatches — reducing manual review time by half.
Join Waitlist - Be first to access💼 FinancialPilot
Coming Q4 2024AI-Powered Financial Insights & Advisory
Turn your data into actionable insights. FinancialPilot helps you go beyond bookkeeping — identifying cost trends, forecasting cash flow, and surfacing client-ready insights.
Join Waitlist - Transform into advisoryWork smarter — not harder.
BookPilot integrates directly with QuickBooks to automate your entire bookkeeping workflow. No new tools to learn, no data migration headaches.
Cut bookkeeping time by 50%
Automate categorization, reconciliation, and document management
Eliminate human error
AI trained on accounting best practices ensures accuracy
Stay in QuickBooks
Everything happens within your existing workflow
Scale effortlessly
Manage multiple clients without proportional time increases
“BookPilot reduced our monthly close time from 3 days to 1.5 days. We’re now taking on 40% more clients.”— CPA Firm Owner
Get started in 3 simple steps:
Simple setup process that gets you up and running with intelligent financial insights
Connect QuickBooks
(30 seconds)
Link your QuickBooks Online account securely with one click. Bank-grade encryption keeps your data safe.
Automate Tasks
(Immediate)
BookPilot starts working immediately — categorizing transactions, flagging anomalies, and learning your preferences.
Review & Scale
(Ongoing)
Your team stays in control. Review flagged items, approve automations, and watch your productivity soar.
Start free. Scale as you grow.
Simple pricing that grows with your business needs
Starter
(TransactionPilot) — Available Now
Perfect for small firms or single companies
Start Free TrialPro
(Coming Q2 2024)
For teams managing multiple clients and vendors
Join WaitlistEnterprise
(Coming Q4 2024)
For firms offering full-service bookkeeping and advisory
Join WaitlistFrequently Asked Questions
Everything you need to know about BookPilot
Will BookPilot replace my existing workflow?
No — it works within QuickBooks. You stay in control, BookPilot just removes repetitive work and speeds up your process.
Is my data secure?
Yes. BookPilot connects through Intuit-approved APIs with bank-level encryption. We're SOC 2 compliant and never store your financial data.
Do I need to learn a new tool?
No training required. BookPilot mirrors your QuickBooks workflow — it just makes it faster and more accurate.
Can I use BookPilot with multiple clients?
Absolutely. BookPilot supports multi-company management with role-based access, perfect for bookkeeping firms.
What if I'm not satisfied?
We offer a 30-day money-back guarantee. If you don't save at least 10 hours in your first month, we'll refund you completely.
Ready to Automate Your Books?
Start with TransactionPilot today and cut your bookkeeping time in half. Join 500+ accounting professionals who’ve already transformed their workflow.