Take on more clients without hiring more staff.

SoloPilot does the routine work for bookkeeping and accounting firms. Receipts get filed, bank lines get matched, and minute books stay up to date. Your team only steps in where a person is needed.

Join the waitlist For bookkeeping and accounting firms

October close 5 clients

Client	Books	Sales tax	Minute book
Northline Plumbing	Matched	Filed	Current
Harbour Dental	2 to review	Filed	Current
Birch & Pine Design	Matched	Ready	Needs signing
Maple Ridge Cafe	Matched	Filed	Current
Kestrel Freight	Matched	Ready	Current

2 items need a person this month. The rest is done.

The routine work, done for you

SoloPilot covers the jobs that eat up a bookkeeper's week. Anything it is not sure about goes to your team to check.

Bookkeeping

Clients email their receipts, and SoloPilot files them. Bank and card lines come in on their own and get matched and sorted. Anything unclear is flagged for review.

Accounting and tax

Statements are ready when a client asks. GST/HST and PST are tracked as you go, so filing day is short. Year-end starts from clean books, not a pile of catch-up.

Minute books

Directors, shareholders, and yearly resolutions for every client, in one place. You know who needs a signature before they have to ask.

What changes for your firm

The same team handles more clients, because the hours spent on data entry and chasing paper come back.

Today	With SoloPilot
Your team types in receipts by hand.	Receipts arrive by email and get filed for you.
You chase clients for bank statements every month.	Bank and card lines come in on their own.
Month-end is a rush across every client at once.	Most clients are done early. You review the few that need you.
Minute books sit in a drawer until someone needs one.	Every minute book is current, with a reminder when a signature is due.
More clients means hiring more staff.	More clients fit on the team you already have.

Be one of the first firms on SoloPilot

We are opening SoloPilot to a small group of firms first. Tell us a little about yours, and a founder will write back.

Start with a few clients and see how it goes
Early firms help decide what we build next
Your clients' data stays yours

Join the waitlist This goes straight to a founder. No mailing list, no sales calls you did not ask for.