BilagPilot helps accounting firms reduce the time spent collecting missing receipts and documentation from clients. It connects to accounting systems, identifies missing documents, and enables firms to send clear requests by email or SMS.
Clients can upload documents through a secure link without creating an account. BilagPilot manages reminders and gives firms a clear overview of what is missing, received, and still outstanding. Approved documents can then be returned to the accounting system where supported.
BilagPilot Dashboard
BilagPilot is actively being developed, with a focus on deeper accounting-system integrations, improving automated identification of missing documentation, and making client document collection faster for accounting firms internationally.
BilagPilot also integrates with Xero Early, Growing, and Established. Through the Xero API, firms can securely synchronize relevant client and accounting data.
The firm selects the documents the client needs to provide and sends a clear request by email or SMS. The client opens a secure link and uploads the requested documents without creating an account.
BilagPilot Customers
BilagPilot tracks whether requests have been sent, opened, and completed, and can automatically remind clients when documents remain outstanding. The accounting team gains a centralized view across clients instead of managing follow-up through spreadsheets, inboxes, and individual messages.
Once documentation is received and reviewed, it can be returned to the connected accounting system where supported.
BilagPilot Requests
BilagPilot Activity
BilagPilot Stats
Within the fintech market, Uncat and Content Snare may be considered alternatives to BilagPilot.
If you’ve been looking for a solution to help you track down and keep track of receipts and documents your client(s) should provide, and you want a solution that works with your QuickBooks or Xero accounting platform, check out BilagPilot before selecting an alternative.
Visit the BilagPilot website for details.
Contact BilagPilot at Bjorvand Solutions, Kirkegata 12, Kragero, Telemark, Norway.
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