No double entry
Operational job data stays connected to its source while Books adds expenses and profitability around it.
Connected books
11 / 17Your income side is already done.
Connect Autopilot once and bring jobs, line items, payments, tips, schedules, crews, and clients into Books. Live updates keep new work moving while history import covers the past.
01Automatic job and payment sync
02Configurable income statuses
03Historical import and manual resync
Built into the operation
Everything you need for this part of the books.
Built from the actual Autopilot Books workflow—not a future roadmap or a generic accounting checklist.
- 01Automatic job and payment sync
- 02Configurable income statuses
- 03Historical import and manual resync
- 04Crew, territory, and client context retained
From signal to action
How it fits into the workday
Three steps, in the order an operator actually uses them.
- 1
Connect the account
Authorize Autopilot and choose how much history to import.
- 2
Set counted statuses
Decide which job statuses contribute income, tips, and job counts.
- 3
Stay current
Live updates bring changes forward, with a resync control when needed.
Decision-grade detail
Built for review, not cleanup.
The useful detail stays close to the decision, with exceptions visible and source context intact.
History with visible progress
Import a useful range of earlier jobs and see progress or any recoverable sync issue.
Disconnect without erasing history
Stopping the connection prevents new syncs while preserving the history already in Books.
Free during early access