Demo · No actions are sent

Start 14 days free Back to the website

Northgate Accounting

Demo practice

1

Overview Missing documents Clients Submissions Statistics Activity Settings

Welcome to BilagPilot

Get to know the workspace

Take a short tour of the workspace when you are ready.

Overview

Clients needing follow-up

11 clients

Clients requiring action, 11 clients
Client	Next action	Items	Response deadline	Last contact	Actions
Riverside Park Management Co	Board approval · September 2026	2	No items with the client	Not contactedNext reminder: none planned
Greenfield Foods LtdLinked to QuickBooks Online	Z reports · October 2026	4	No items with the client	13 November 2026Failed, but the client has respondedNext reminder: on hold – the first send failed
Hansford Consulting LtdLinked to FreeAgent	Card receipt, 18 October · October 2026 +1 more	32 in drafts	No items with the client	14 November 2026Next reminder: none – the draft has not been sent
Northern Light Design LtdLinked to Xero	Card payments and reminders · October 2026	3	No items with the client	Not contactedNext reminder: none planned
The Corner Pantry	Cash reconciliation and export files · October 2026	3	No items with the client	Not contactedNext reminder: none planned
Central Bakery Ltd	Z reports · October 2026	3	18 November 2026	14 November 2026Next reminder: paused until the submissions are reviewed
Coastline Transport LLP	Travel documents · October 2026	3	17 November 2026	14 November 2026Next reminder: Monday at 09:00
Southfield Electrical LtdLinked to FreeAgent	Material purchase, project 2407 · October 2026	4	19 November 2026	13 November 2026Next reminder: paused until the submissions are reviewed
Urban Skin Studio Ltd	Absence and holiday · October 2026	3	21 November 2026	14 November 2026Next reminder: paused until the submissions are reviewed
Lakeside Events LtdLinked to Xero	Artist contract · October 2026	2	22 November 2026	Not contactedNext reminder: Monday at 09:00
Tech Workshop Ltd	Subscription invoices · October 2026	3	24 November 2026	14 November 2026Next reminder: Friday at 09:00

Riverside Park Management Co2 openBoard approval · September 2026Not contactedNext reminder: none planned

Greenfield Foods Ltd4 openZ reports · October 2026Last contact 13 November 2026Failed, but the client has respondedNext reminder: on hold – the first send failed

Hansford Consulting Ltd3 open· 2 in draftsCard receipt, 18 October · October 2026Last contact 14 November 2026Next reminder: none – the draft has not been sent

Northern Light Design Ltd3 openCard payments and reminders · October 2026Not contactedNext reminder: none planned

The Corner Pantry3 openCash reconciliation and export files · October 2026Not contactedNext reminder: none planned

Central Bakery Ltd3 openZ reports · October 2026Last contact 14 November 2026Next reminder: paused until the submissions are reviewed

Coastline Transport LLP3 openTravel documents · October 2026Last contact 14 November 2026Next reminder: Monday at 09:00

Southfield Electrical Ltd4 openMaterial purchase, project 2407 · October 2026Last contact 13 November 2026Next reminder: paused until the submissions are reviewed

Urban Skin Studio Ltd3 openAbsence and holiday · October 2026Last contact 14 November 2026Next reminder: paused until the submissions are reviewed

Lakeside Events Ltd2 openArtist contract · October 2026Not contactedNext reminder: Monday at 09:00

Tech Workshop Ltd3 openSubscription invoices · October 2026Last contact 14 November 2026Delivery unknownNext reminder: Friday at 09:00