Actual and estimated costs together
Receipt expenses sit beside configured card fees, payroll taxes, workers' comp, and fixed overhead, each clearly labeled.
Daily P&L
01 / 17See profit before the day ends.
Income, actual costs, estimated costs, profit, and margin update across the company or one crew. Move from today to a month, quarter, year, or custom range without rebuilding a spreadsheet.
01Company and crew-level views
02Income, expenses, profit, and margin
03Daily trends and category breakdowns
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.
- 01Company and crew-level views
- 02Income, expenses, profit, and margin
- 03Daily trends and category breakdowns
- 04Job count and average job value
From signal to action
How it fits into the workday
Three steps, in the order an operator actually uses them.
- 1
Bring in the day
Synced jobs and captured expenses feed one operating view.
- 2
Choose the scope
Review the company, one crew, and any reporting period.
- 3
Act on margin
Find the day or cost category pulling results off target.
Decision-grade detail
Built for review, not cleanup.
The useful detail stays close to the decision, with exceptions visible and source context intact.
Built for daily review
Headline metrics, profit trends, margin charts, and category breakdowns turn month-end accounting into a quick operating habit.
Filters that change the whole page
Every number and chart recalculates for the selected crew and period so weak routes are not averaged away.
Free during early access