Historical reporting follows classifications
Category choices determine where both current and earlier expenses roll up.
Configuration
10 / 17Make every cost match the business.
Define expense types and categories, separate COGS and marketing, schedule recurring overhead, and configure fee and labor-burden estimates from your own rates.
01Custom expense types and categories
02COGS and marketing classification
03Recurring expense schedules
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.
- 01Custom expense types and categories
- 02COGS and marketing classification
- 03Recurring expense schedules
- 04Configurable estimate rates and scopes
From signal to action
How it fits into the workday
Three steps, in the order an operator actually uses them.
- 1
Classify the spend
Create categories and decide which belong to cost of revenue or marketing.
- 2
Schedule recurring overhead
Record insurance, parking, software, and other repeat costs once.
- 3
Scope the estimates
Apply fee and labor-burden rates only where they qualify.
Decision-grade detail
Built for review, not cleanup.
The useful detail stays close to the decision, with exceptions visible and source context intact.
Recurring costs stay dependable
Scheduled overhead keeps each period complete without requiring the same manual entry every month.
Income basis you control
Connected companies can count synced income on the job date or when payments arrive.
Free during early access