Get comfortable with Accounting Pilot in 30 minutes.
Book a live 30-minute training session with the Accounting Pilot team. We will guide you through the workspace, explain the tools that matter to your business and help you understand what to do next.
Practical training — not a sales demo. Bring your questions and learn directly inside the system.
LIVE
YOUR GUIDED SESSION
Clear help from a real person.
- A practical walk-through of the live system
- Guidance around your workflow and daily tasks
- Time to ask your Accounting Pilot questions
Choose “30-minute live training” on the contact form. Sessions require two hours’ notice and are available Monday–Thursday, 09:00–16:00, and Friday, 09:00–14:00, excluding busy times, weekends and South African public holidays.
One system for the sale, the work, the stock and the numbers behind it.
Quote, invoice and collect payments. Buy and track stock. Schedule your team and keep the books current. Accounting Pilot brings your daily business tools together, with flexible documents, serial tracking, Team Chat and 18 practical reports.
Documents that fit each customer
Choose a branch and named price level, add secure payment links, and follow automatically created invoice receipts.
Purchases, supplier codes and stock
Plan orders, receive products by unit or pack, keep supplier item codes, schedule repeat costs and order from low-stock alerts.
Jobs, fleet and Team Chat
Schedule the team, track vehicle service and licence attention, retain job proof and coordinate with group or direct chat.
Banking, payroll and clear reporting
Review PDF or CSV bank statements, reconcile transactions and choose from 18 reports, including General Ledger and Trial Balance.
Why choose Accounting Pilot?
Practical tools for the way your business sells, stocks and gets work done.
Less switching. More control.
Keep quotes, invoices, purchases, stock and jobs connected, so your team can follow the work without jumping between separate systems.
Real guidance to get you going.
Book a live 30-minute training session to learn your daily workflow, explore the tools you need and ask your Accounting Pilot questions.
Flexible tools for practical businesses.
Configure sales-document columns, manage units and packs, schedule your team and choose the reports behind your next decision. Compare plans to find the tools you need.
For businesses that sell, stock, schedule or service.
Accounting Pilot suits growing South African teams that need sales documents, purchasing, inventory, jobs, people and reporting to work together.
Construction & contractors
Quote projects, purchase materials, assign site work, track stock and keep customer invoices and receipts together.
Mechanical & automotive workshops
Book appointments, manage parts, assign technicians, follow each job and invoice the completed work.
Retail stores
Manage products, purchasing, stock levels, customer sales documents and daily reporting from one workspace.
Field service & maintenance
Schedule call-outs, place teams on the map and keep tasks, materials, photos and sign-off around every job.
Wholesalers & distributors
Control purchase orders, receiving, supplier returns, stock transfers, customer orders and invoice history.
Manufacturing & fabrication
Keep materials, products, stock adjustments, purchasing, work schedules and operational reports connected.
Professional services
Manage customers, quotes, recurring invoices, payments, expenses and financial reporting with less repeated admin.
Property & facilities management
Plan recurring work, schedule teams, track maintenance jobs, manage suppliers and report on business performance.
Not sure where your business fits? If you quote, invoice, buy stock, schedule people or report on daily work, Accounting Pilot can give your team one clearer place to operate.
See how your business comes together in one workspace.
Explore current desktop views for sales, purchasing, scheduling and Point of Sale. Every screen uses fictional demo data.
Small details. Stronger business control.
Purpose-built tools help you follow each item, balance and sale without losing the bigger picture.
Your signals, faster document entry
Arrange the dashboard blocks your business needs, scan product barcodes on quotes or invoices and keep previews, saved edits and delivery outcomes distinct.
Serial tracking and smarter stock alerts
Follow eligible serialised items from receipt to customer invoice or return. Set low-stock levels per product and export price lists by customer or price level.
Jobs, vehicles and team coordination
Plan work, follow service or licence attention, and share messages, files or voice notes through Team Chat.
Weighted sales and reliable starting balances
Enter kg or g weights at the till, control stock limits and return rules. Allocate account payments to invoices or imported opening balances.
Keep the whole workday connected.
Accounting Pilot keeps the commercial, scheduling, stock, operational and team records around each customer in one workspace, so the next step is easier to understand.
Quote, decide and collect
Send the protected decision link, record a deposit, create the invoice and retain every receipt or credit.
Buy, receive and control
Issue the purchase order, receive stock, settle supplier returns and review stock-take or transfer history.
Schedule and deliver
Create the job, assign several employees, place it in a 15-minute slot and capture materials, photos and sign-off.
Review and report
Move reviewed attendance into payroll, reconcile ledgers and export detailed reports in PDF or CSV.
Read profit, cash pressure and operations while the numbers are useful.
Choose from 18 reports grouped around the question you need to answer, then trace a total back to its source record. Inventory also includes dedicated Serial No. Tracking and Price List tools.
- Sales Analysis, Customer Transactions and Aged Receivables.
- Supplier Accounts & Payables, Expense by Category, Inventory Valuation & Sales, Supplier Stock Movement and Products Activity.
- Filter Products Activity by date, product, customer, supplier or location, then export Excel or PDF or share through WhatsApp.
- Job Profitability & Time, Attendance, Financial Overview, General Ledger, Trial Balance, Profit & Loss, Financial Position and Cash Flow.
- Income Tax and VAT201 preparation workpapers for review with your accountant — not automatic tax filing.
Give the team one reliable place to work from.
Accounting Pilot is designed to reduce repeated entry, keep authorised users working with the same records and make help available inside the workspace.
Less repeated administration
Reuse customer, product, supplier and employee information across every workflow that needs it.
Permission per workspace
Grant view or manage access separately for every current sales, purchase, work, attendance and accounting area.
Notifications, subscriptions and support
Manage users and seats, follow business notifications and create support tickets without leaving the app.
Take the Pro workspace for a test flight.
Sales, purchasing, inventory, work, attendance, payroll, bookkeeping and reports. Two secure logins. No payment card required. Point of Sale is available separately.