For accounting firms with many small-business clients

Collect missing documents before the deadline.

BilagPilot finds booked transactions without documents, sends the client one secure link and follows up on your schedule. You see what remains by client and period.

Start 14 days freeView the demo
  • No card required
  • Clients need no account
  • Help with your first workflow
BilagPilot overview showing clients who need follow-up, next actions, response deadlines and last contact.
The real mobile client page with two requested documents, amounts, Take photo and Choose file.

Works with the accounting system you already use

  • QuickBooks Online logo
  • Xero logo
  • FreeAgent logo

From missing to complete

  1. Missing
  2. Requested
  3. Received
  4. Reviewed
  5. Returned

1See what is missing

Transactions missing a document, by client and deadline.

2The client gets one secure link

No account. The client uploads or lets you know.

3BilagPilot follows up

Reminders on your schedule. Your team approves the reply.

The BilagPilot mascot shows that the request is complete

Everything in. Clear status before the deadline.

Less chasing. No doubt about what remains.

See the client page in the demo

Building your own tools? Connect them.

Integrations, sending, reminders, upload page, approval and logs are already built. Connect your own tools and use them from day one.

  1. 1The agent

    Asks for the document

    The agent

    Ask Central Bakery Ltd for cash reconciliation.

    Approve

    The cash reconciliation is in.

    Claude, Codex, Cursor or your own systems

    BilagPilot
    Cash reconciliationDraft
    Central Bakery LtdTo: Anna, contact personDeadline 25 November
    1. Sends
    2. Reminds
    3. Receives and checks
    4. Delivers

    Access, approval and logs

  2. 2You

    Approve

    The agent

    Ask Central Bakery Ltd for cash reconciliation.

    Approved

    The cash reconciliation is in.

    Claude, Codex, Cursor or your own systems

    BilagPilot
    Cash reconciliationApproved
    Central Bakery LtdTo: Anna, contact personDeadline 25 November
    1. Sends
    2. Reminds
    3. Receives and checks
    4. Delivers

    Access, approval and logs

  3. 3BilagPilot

    Sends and reminds

    BilagPilot
    Cash reconciliationSent
    Central Bakery LtdTo: Anna, contact personDeadline 25 November
    1. Sends
    2. Reminds
    3. Receives and checks
    4. Delivers

    Access, approval and logs

    The client

    Messagesnow

    BilagPilot

    Hi Anna. Northgate Accounting is missing some documents. Upload them here: bilagpilot.com/u/…

    IMG_2041.jpgSent to your accountant

  4. 4The client

    Uploads

    The client

    Messagesnow

    BilagPilot

    Hi Anna. Northgate Accounting is missing some documents. Upload them here: bilagpilot.com/u/…

    IMG_2041.jpgSent to your accountant

    BilagPilot
    Cash reconciliationReceived and checked
    Central Bakery LtdTo: Anna, contact personDeadline 25 November
    1. Sends
    2. Reminds
    3. Receives and checks
    4. Delivers

    Access, approval and logs

  5. 5BilagPilot

    Checks and delivers once you have approved

    BilagPilot
    Cash reconciliationDelivered
    Central Bakery LtdTo: Anna, contact personDeadline 25 November
    1. Sends
    2. Reminds
    3. Receives and checks
    4. Delivers

    Access, approval and logs

    Accounting system

    Cash reconciliationCentral Bakery LtdDocument in place

    QuickBooks OnlineXeroFreeAgent

    The agent

    The cash reconciliation is in.

See AI and MCP

Safe to test. Easy to set up.

Files stay private

Each client sees only their own requests. Files are stored privately in the EU. Access is controlled by role and client, and activity is logged.

  • Links expire
  • Access is controlled by role and client
  • Data processing terms are included
See how documents are protected

We set up the first workflow with you

Portrait of Kevin Ahlgren Bjorvand, founder of BilagPilot

Kevin Ahlgren Bjorvand

Founder · your contact during setup

Start with a small client group. You get help from the person building BilagPilot.

  • First import together
  • Direct contact without a support queue
  • The trial starts when you create your firm’s workspace
Book a product demo

Fixed price by number of clients

The full core workflow is included. Active clients are the ones you follow up with requests or upload links.

Client limit

BilagPilot Firm

For firms that want to manage many clients in one place.

$329/moBilled monthly

With 125 clients, the plan pays for itself at about 3 min saved per client

Our assumption: 13 min saved/client/mo

≈ $1,400in freed capacity every month with 125 clients

See calculation
Calculation for 125 clients:125 × 13 min = 27.1 hours saved/mo27.1 h × $50/h = about $1,400 freed capacityBreak-even:$329 / 125 clients = $3 per client$3 equals about 3.2 min of work at $50/hAssumptions:
  • 13 min per client is our estimate of the average time saved by firms using BilagPilot for document follow-up. It is an estimate, not a measurement.
  • $50/h is used as a conservative estimate of internal cost for the time freed up.

Early BilagPilot production data has found 3,307 missing receipts and documentation items across client companies. That is a volume count, not a measure of time saved, and the time estimate above is not derived from it.

Start 14 days free

30-day workflow guarantee: try BilagPilot with confidence. If you don’t save time, you can get your first month’s fee back. Read the guarantee terms.

Included in every plan

  • BilagPilot sends reminders for you
  • Clients send documents through one link, without logging in
  • Documents and replies in one place
  • See what is missing and who you are waiting for
  • Keep the accounting system you already use
  • MCP: read and write access for your AI tools
  • We help you get started

With Firm you also get

  • SMS reminders: 300 SMS included per month
  • Smart Control: 2,000 document checks per month (up to 500 per day)
  • Choose who in the firm can see each client

Frequently asked questions

No. BilagPilot connects to QuickBooks Online, Xero and FreeAgent, and your bookkeeping stays there. If you use another system, you can start without an integration and add clients by hand or from a CSV file.

Test BilagPilot before the next deadline

Start with a small client group. See whether your team spends less time following up and gets clearer status.

No card required. The 14 days start when you create your firm’s workspace.

Start 14 days freeView the demo