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Custom offer from BilagPilot

Request a custom offer if your firm has more than 300 clients or needs a tailored setup.

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Get a custom offer

Answer a few short questions and we will create a proposal based on your firm's size, workflow and needs.

What do you want help with?

Less chasing for missing accounting documentsFewer emails and SMS messages back and forthBetter overview before deadlinesMore secure uploads from clientsAutomatic remindersOther

How relevant is this for you now?

Just curiousWe are evaluating solutionsWe want to test soonThis is a clear problem now

Company nameHow many employees does the firm have?

Roughly how many clients do you have?

How many employees will use BilagPilot?

Where do receipts arrive today?

EmailSMSQuickBooks OnlineXeroFreeAgentFolders / DriveClients send things everywhereOther

How do you track what is missing?

Email threadsSpreadsheetsTasks in the accounting systemInternal notesWe do not have a good enough overviewOther

Roughly how much time do you spend chasing receipts per month?

What is most important to you?

Requests per clientDeadlines per periodSecure upload link without client accountAutomatic email remindersSMS remindersStatus overviewHistoryExportMultiple employeesOther

Which accounting system do you use most?

QuickBooks OnlineXeroFreeAgentSage AccountingOther

Is integration required before you can test?

No, we can test the workflow firstMaybe, depends on setupYes, integration is requiredNot sure

How many clients do you want to start with?

Do you want help with setup?

Yes, we want help with setupNo, we will set it up ourselvesNot sure

When would you like to start?

As soon as possibleBefore the next deadlineWithin 1 monthLaterNot sure

What must be true for the test to be successful?

Less time spent chasingFewer emailsBetter status before deadlinesMore clients deliver on timeEasier uploads for clientsBetter internal overview

NameRole

EmailPhone number

Are you involved in deciding whether you buy?

YesNo

Anything else we should know?

Clear status. Documents in place.

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