NATIVE ACCOUNTING · DESKTOP WORKSPACE

Your books. Your workspace.

Native SimpliPilot bookkeeping, built into your desktop workspace. No other accounting software required.

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Bookkeeping · Review queue

Illustrative example · Sample data

Statement importReady for review

Materials receiptCategory suggested

Invoice matchConfirm matching record

Suggestions stay reviewable. Your decisions stay in the history.

Bring the records together

Bank feeds and statement imports on every plan. QuickBooks and Wave connections are optional migration/import tools—not a requirement to maintain your books.

Assistance, not guesswork

Use document assistance and category suggestions to organize financial records. Confirm matches and review decisions before relying on them.

Review with a trail

Document assistance, category and rule suggestions, matching and reconciliation with your review, plus a traceable history. Reconciliation and bookkeeping rules remain on Grow and Scale.

SimpliPilot Payments · Merchant activation pending

From invoice to paid. In one workspace.

Connect invoices, secure card or bank checkout, payment links and payment activity in one workspace. Processing fees are separate.

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