Built for real small businesses running a multi-client practice. PilePilot turns the messiest 1099 box into a tax-ready Schedule C in an afternoon — then layers a 71-strategy tax plan on top of the finished books so cleanup work flips into advisory work without rebuilding the file by hand.
Every tax pro we've ever talked to has the same March story. A 1099 client emails a folder of statement PDFs. Half are scans, half are downloads, none are categorized. Your weekend dies — and the moment it's done, you're back to invoicing cleanup hours instead of selling the strategy plan you actually wanted to discuss. PilePilot turns the pile into a Schedule C in an afternoon, then opens the door to advisory billing on the same client file.
The firm-side dashboard is literally called "Firm Cockpit." Each client gets their own workspace, totally isolated. You move between them with one click. None of their data is ever co-mingled — on disk or in memory.
New folder. New magic-link URL. New isolated JSON store. Three seconds. No SQL setup, no cloud signup for the client.
Statements, receipts, Venmo screenshots, scrawled invoices. Whatever the client sent. PilePilot reads every line with vision OCR.
988-vendor pattern library + 13 industry overlays + Claude reasoning. 95%+ of transactions categorized correctly on round one.
Audit Center shows only the uncertain rows. Voice chat with the books: "Why is rent $4K this month?" Get answers with cited transactions.
Schedule C, S-corp 1120-S workpaper, 1099 review, balance sheet, liability center, depreciation schedule. All exportable to Excel.
Magic-link client portal. The client sees only their own books. They can upload more receipts, ask questions, sign off — without seeing anything else in your firm.
A SaaS bookkeeping tool puts every one of your clients' books on a vendor's cloud. PilePilot puts them on the drive in your office. The only thing that ever leaves is the AI prompt — and you can disconnect from the AI entirely if you need to.
PilePilot is a Flask app you launch from your desktop. Your clients' books live in your clients/ folder. Nowhere else.
Each client is a separate JSON-file workspace. AI calls scoped to one client at a time. No shared database. Zero leakage risk.
1,080 chunks indexed from Schedule C instructions + Pubs 463/535/583/587/946/15. Every category cites the rule that justifies it. Audit-defendable.
PilePilot uses your own Anthropic API key. You see every cent of spend. Disconnect any time and the categorized data stays exactly where it is.
Need to move firm computers? Copy the folder. Need to give a client their books back? Zip their workspace. No migration fees, no export queues.
Every retag writes a timestamped row to review_audit.jsonl with the reason. Defend any change you made, two years later, without trying to remember.
Pile Pilot LLC (PA + NJ) became PilePilot's first paid firm-side user. Here's what the audit pipeline caught that a manual review would have missed.
Zelle to "Mike subcontract" → Contract Labor. IRS USATAXPYMT → Owner Draw (not a deduction!). A first-pass cleanup pulled 312 rows into the right bucket in 8 seconds.
11 rent checks across two office locations were sitting in "Office Expense." Voice chat surfaced them: "Why is office expense so high?" → moved to Schedule C Line 20b. $18,400 in deductions correctly placed.
Imported a full Amex CC statement. 110 transactions categorized in one batch, with 13 "placeholder" rows reconciled to actual vendors. Found previously-unbooked subscription expenses.
W-2 $72,800 officer wages + employer FICA $5,569.20. New "Payroll Taxes" category mapped straight to Schedule C Line 23 — a deduction most preparers forget to claim separately.
Owner ran payroll on paper, $30,951 unpaid. PilePilot's audit didn't try to deduct it — it flagged the §267 implications and rolled it to additional paid-in capital. A black-box AI would have over-deducted.
Last 15 uncategorized rows — including a $50K debit and a "Check 420" — resolved with the owner sitting next to the laptop. Final P&L: $54,147.51 net business profit, audit-defendable, Schedule C ready.
Plug in your Anthropic or OpenAI key and PilePilot routes every AI call through your account, not ours.
Your client data goes to your Anthropic or OpenAI account. PilePilot never sees the prompts and never stores the responses. You own the audit trail on your provider dashboard.
You control the spend — no per-message markup from us. Run tax Q&A across every client for the cost your AI provider charges directly (about $0.001–$0.005 per chat message on default models).
Pick the model you trust. Claude Haiku/Sonnet for nuanced tax reasoning. GPT-4o for speed. o3-mini for hard reasoning. Switch anytime — keys live per-workspace, encrypted at rest.
Most small firms run on the Crew tier. Bigger firms talk to us about white-label and unlimited-client.
We're onboarding 25 tax & accounting firms before public launch. Drop your firm email and we'll send your invite + a 30-minute onboarding call.
Built for real small businesses. We only email you about getting started.