Books · P&L · Tax Strategy Scan

Clean books in.
A tax strategy plan out.

Three things, in one app: Books reads the pile into categorized transactions. The P&L ties every line to Schedule C with IRS citations. The Tax Strategy Scan reads your numbers and surfaces the legal moves worth a conversation. Built for real small businesses, tested on real-world books first.

🧮 Books · Live now

Snap. Categorize. Done in 5 minutes.

Upload a bank statement — PDF, photo, even a phone snapshot. Books reads every line with Claude vision, runs each transaction against an 988-entry universal vendor pattern library + 13 industry overlays, and assigns the right Schedule C line in seconds.

Then it ties every category back to the IRS publication that justifies it — Schedule C instructions, Pub 463, Pub 535, Pub 587, Pub 946. Your books aren't just clean; they're cited.

  • Vision OCR on scanned statements, photos, or even handwritten receipts
  • Hard rules + AI fallback — 95%+ first-pass categorization accuracy
  • Vendor learning: rename "AMZ*5GH28Q1" once, every future Amazon row knows
  • Schedule C P&L generated on every save
  • IRS RAG search over 1,080 indexed publication chunks
  • One-click Excel + CSV export for your tax professional
Statement · Wells Fargo · March 2026
Home Depot #1842 Supplies
Verizon Wireless Utilities
Zelle to "Mike subcontract" Contract Labor
IRS USATAXPYMT Owner Draw
Costco #218 Supplies
State Farm policy 4471 Insurance
Net profit · YTD $54,147.51
🧭 Tax Strategy Scan · Live now

Books done?
Now the strategy plan.

The moment your books are clean, PilePilot reads your numbers and surfaces a ranked list of legal IRS strategies that fit your profile. 71 strategies in the library — Augusta Rule, S-corp election, Solo 401(k), cost segregation, STR loophole, R&D credit, QSBS, and more.

Every recommendation is gated by a qualifier checklist. You only see strategies you actually qualify for. Each comes with the IRC citation, a step-by-step implementation track, and a plain-English audit-risk score. This is the part a tax preparer charges $5K–$50K to plan. You get it on the same screen as your books.

  • 71-strategy library covering Real Estate, Compensation, Business Deductions, QBI, Estate, Energy, International, and Family
  • Qualifier checklist on every strategy — no sketchy fits, no aggressive moves
  • Implementation tracker — checklist + due dates so the strategy actually gets done
  • IRC citation and audit-risk score on every line
  • Talks to your books — recommendations grow with your numbers
Strategy scan · Top picks for your profile
S-Corp Election $5K–$25K/yr
Augusta Rule (§280A(g)) $3K–$15K/yr
Solo 401(k) + Mega Backdoor $10K–$30K/yr
Home Office (§280A(c)) $1K–$8K/yr
R&D Credit (§41) qualifier needed
Estimated stack $19K – $78K/yr
💸 Biller · Sprint 1

Finish the job.
Tap Bill it.

The hardest part of getting paid is sending the invoice. Biller turns it into a single tap. Stripe-powered, Apple Pay built in, ACH for the bigger jobs. Customers pay before they leave your driveway.

Late? Biller drafts gentle reminders in your voice — never robotic. You approve the message, it sends. Your aging report drops by half without you ever opening a spreadsheet.

  • Stripe + Apple Pay + ACH built in — no merchant account setup
  • Voice-trained reminders that sound like you wrote them
  • Automatic late fees + dunning sequences (turn on/off)
  • Recurring invoices for retainer clients
  • Per-job profit tracking ties straight back into Books
New invoice · Tuesday
Client Sarah K.
Job Bathroom remodel
Labor (12 hrs) $960.00
Materials $1,247.18
Total $2,207.18
Payment Apple Pay ready
📸 Poster · Sprint 2

Your work, posted.
By a robot that gets your voice.

You don't have time to write captions. Poster does. Upload the photo of the fresh fade, the finished bathroom, the wedding setup, the new tattoo. AI writes the caption in your voice, picks the hashtags, picks the peak time, and schedules.

One brand across Instagram, TikTok, and Facebook. You haven't opened the app in three weeks. Your following still grew.

  • Voice training from your past 30 captions — sounds like you
  • Hashtag research per platform, per post
  • Peak-time scheduling based on your audience analytics
  • Auto-stories for behind-the-scenes shots
  • Cross-posts to Instagram, TikTok, Facebook, and X
Drafted post · Approve to send

"Fresh skin fade for the homie before the wedding 💍✂️ Walk-ins all weekend. Don't sleep — book the link in bio."

#barber #philly #freshfade #weddingready #skinfade

Schedule Today · 6:42 PM
Cross-post to IG · TT · FB
✉️ Replier · Sprint 3

Inbox at zero.
While you sleep.

Replier reads everything coming in — quote requests, booking questions, "Hey is this still available?" messages. Drafts replies in your voice. Pushes "3 drafts ready" to your phone. You tap to send.

No tabs open. No copy-paste. No "I'll get back to you tomorrow" that turns into next week. Every lead gets a reply within the hour.

  • Gmail, Outlook, and IG DM integrations
  • Drafts only — you approve every send (no rogue auto-replies)
  • Voice-trained on your past sent emails
  • Flags urgent vs. background messages automatically
  • Pulls answers from your Books + Scheduler context
3 drafts ready · Tap to send
→ Jen R. · Quote request "Hey Jen — happy to quote that. Looking at $1,800 for the full reno based on what you sent. Can pencil you in for the 17th. Lock it in?"
→ Mike T. · Reschedule "No problem at all — moved you to Thursday 2pm. See you then 🙏"
Approve all 1 tap
🗓 Scheduler · Sprint 4

Bookings come in.
You just show up.

Customers book through a polished page that matches your brand. Calendar synced to Google or Apple. Reminders fire at 24h and 1h. No-shows get auto-rescheduled. Recurring jobs (lawn care, pet sit, weekly cuts) re-book themselves.

You stop being a receptionist. You start being whatever you actually trained to be.

  • Public booking page on your subdomain (yourbusiness.pilepilot.app)
  • Two-way sync with Google + Apple Calendar
  • SMS + email reminders at 24h and 1h
  • Recurring-job auto-rebooking with one-click confirm
  • Deposits collected at booking (powered by Biller)
Tomorrow · 6 bookings
9:00 · Skin fade · A. Martinez Confirmed
10:00 · Beard trim · J. Lee Confirmed
11:30 · Lineup · D. Patel Reminder sent
2:00 · Full cut · K. Chen Confirmed
3:30 · Walk-in slot Open
The proof · Real business's books

The first PilePilot client
was a software company.

Before letting anyone else touch it, PilePilot was put through a real working business's books — Pile Pilot LLC. Across ten rounds of audit, here's what came out. Every category cites the IRS publication that justifies it.

Pile Pilot LLC · FY 2025

Generated by PilePilot · 10 audit rounds · 912 transactions reviewed

Schedule C ready
IncomeTotal
Professional fees (Bookkeeping + tax prep)$184,250.00
1099 consulting$8,384.68
Gross income$192,634.68
Deductible expenses (Schedule C)Amount
Line 26 · Wages (W-2 officer comp)$72,800.00
Line 23 · Payroll taxes (employer FICA)$5,569.20
Line 20b · Rent (office, 2 locations · 11 checks)$18,400.00
Line 11 · Contract labor (Zelle to subs)$11,250.00
Line 22 · Supplies$8,841.07
Line 25 · Utilities$4,128.55
Line 15 · Insurance (E&O + general)$3,612.00
Line 17 · Legal & professional services$2,985.00
Line 18 · Office expense$2,418.35
Line 24a · Travel$2,184.00
Line 24b · Meals (50%)$1,948.00
Continuing Education (CPE + licensure)$1,820.00
Line 13 · Depreciation (Pub 946)$1,496.00
Line 8 · Advertising$734.00
Other line items (15 categories)$301.00
Total deductions$138,487.17
Net business profit$54,147.51

~$20,000 in deductions surfaced that would have been missed in a one-pass review. Audit detected the IRS payment was an owner draw (not a deduction), the $30,951 unpaid officer wages belonged to APIC (not a current-year expense), and 11 office-rent checks across two locations had to be reclassified from "Office Expense" to Line 20b "Rent."

Built different

Private by design. Your data stays yours.

Your client books live in a private, per-account store — encrypted in transit, isolated from other customers, and never sold, shared, or used to train public AI models. You can export or delete everything at any time.

🔒

Per-client JSON storage

No lock-in. Each client's books are isolated to your account. Want to leave? Export everything with one click and walk away.

📚

IRS RAG with citations

1,080 indexed chunks from Schedule C instructions + Pubs 463, 535, 583, 587, 946, 15. Every line cites the rule that justifies it.

🧠

Vendor learning that compounds

988-entry universal seed + 13 industry overlays + your own corrections. The more clients you onboard, the smarter your firm gets.

🪄

Vision + reasoning together

Powered by Claude Haiku for vision OCR + reasoning. Handles handwritten receipts, scanned PDFs, statement images — all in one pass.

📊

Real outputs, not toys

Schedule C, S-corp workpaper, 1099 review, balance sheet, liability center, cash expenses, inventory with 15 vertical templates.

🎙️

Talk to your books

Built-in voice chat. "Why is rent so high this month?" "How much did I make on the bathroom job?" Get answers in plain English.

Clean books in.
A tax strategy plan out.

Books and the Tax Strategy Scan are live now. Biller, Poster, Replier, and Scheduler roll out through 2026. Founding users lock in their pricing forever.

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