Now live · bookkeeping + tax strategy

Clean books in.
Smart tax moves out.

Upload last year's tax return and your bank statements. PilePilot finds the tax moves, cleans the books, and gives you tax-ready self-prep workpapers.

Free scan · Get current from $299 · Stay current from $59/mo

Built for small businesses Uses your real books Plain-English action plan
PilePilot dashboard showing clean books, profit and loss totals, recommended tax moves, and tax handoff package
Built for small businesses.
For tax pros and the businesses they serve.
🧮 Schedule C ready
🔒 Encrypted, isolated storage
📚 IRS-cited reasoning
Sub-5-minute audit
🇺🇸 Made in the USA
Smooth sailing

Three steps.
No accounting degree required.

PilePilot makes the hard part feel obvious: upload the proof, review the labels, and walk away with the next tax conversation already organized.

1

Drop in statements

Bank PDFs, credit card CSVs, checks, refunds, and owner notes all land in one client workspace.

2

Review the plain-English books

Every unfamiliar line is flagged, every learned vendor improves the next pass, and the P&L updates as you go.

3

Open the strategy plan

The app suggests legal tax moves, asks eligibility questions, builds a checklist, and tracks implementation.

NEW — TAX STRATEGY LIBRARY

20+ legal IRS strategies.
Real dollar examples.

The same strategies a tax preparer charges $5K–$50K to plan. Every one has a step-by-step checklist and IRC citations. Yours free.

By industry

The 5 moves that fit your business.

Generic tax tips are noise. We pulled the strategies that actually move money for six common one-person and small businesses. Pick yours.

🕯️
Etsy & marketplace sellers

S-corp · §179 · home office · hire your kids · QBI

See the 5 moves →
🔨
Contractors & trades

§179 trucks · S-corp · hire kids · Augusta · R&D

See the 5 moves →
🩺
Doctors, dentists & vets

STR loophole · Augusta · kids · REPS · DB plan

See the 5 moves →
🏘️
Real estate investors

Cost seg · REPS · STR · §1031 · §121

See the 5 moves →
🍕
Restaurant owners

WOTC · §179 · meals · S-corp · Solo 401(k)

See the 6 moves →
💻
Freelancers & consultants

S-corp · SEP · Solo 401(k) mega · home office · HSA

See the 5 moves →
⚡ New · Free · 30 seconds

How much could you save
in taxes this year?

Drop your business income. Pick your industry. Get a real dollar number — plus the top legal strategies for your profile. No tax jargon, no signup to see your answer.

Calculate your savings → No email required to see the number
🧮 Built for real small businesses 📚 IRC citations on every strategy 🔒 Conservative low-band estimates only
⭐ The killer playbook

$200K cash → $2M of tax-sheltered wealth in 7 years.

The 8-step Real Estate Wealth Pathway: structure → cost seg → bonus depreciation → material participation → §1031 → step-up basis. With IRC citations, OBBBA-current rules, and audit-risk transparency.

Open the playbook
The truth no accounting app will admit

Your business is a pile.
That's not your fault.

Receipts in the truck. Statements in the inbox. Venmos to subs. Photos of materials. Cards in a box. PilePilot was built for real small-business owners and tax pros tired of watching admin work bury the books — so we built the autopilot.

QuickBooks · Xero · FreshBooks
"Here's a dashboard.
Now go do the work yourself."
PilePilot
Engage AutoPilot.
Five AI co-pilots run the back-office while you do the actual work.
The 5-agent stack

Five AI agents. One brain.

Each agent handles one job a human normally would. They share the same data, so they're smarter together than apart. See each agent in detail →

Live now 🧮
Books
Your AI bookkeeper

Snap a photo of your bank statement. Five minutes later you have a categorized P&L, vendor learning, and a tax-ready Schedule C — with IRS citations on every line.

Replaces a bookkeeper · ~$300/mo
Coming 💸
Biller
Your AI invoicing manager

Finish a job, tap "Bill it." Invoice goes out via Stripe with Apple Pay built in. Late payers get gentle reminders in your voice, drafted for your approval.

Replaces an admin · ~$500/mo
Coming 📸
Poster
Your AI social media manager

Upload your work. AI writes the caption in your voice, picks the hashtags, schedules to Instagram, TikTok, and Facebook at peak time. Hands free.

Replaces a social manager · ~$800/mo
Coming ✉️
Replier
Your AI customer service rep

Reads your inbox. Drafts replies to quote requests, scheduling, and customer questions — all in your voice. Push notification: "3 drafts ready." Tap to send.

Replaces a virtual assistant · ~$600/mo
Coming 🗓
Scheduler
Your AI receptionist

Customer books through a polished page. Calendar synced. Reminders sent at 24h and 1h. No-shows get rescheduled. Recurring jobs auto-book. You just show up.

Replaces a receptionist · ~$1,000/mo
All five together
The moat

Books knows what Biller invoiced. Poster knows what Scheduler booked. Replier reads it all. No single-purpose tool can copy this.

Real numbers · Real books

Battle-tested on a real year of books.
10 rounds of audit. $20K of tax savings.

Before we let anyone else near it, we ran PilePilot end-to-end on a real small business's full year — every account, every receipt, every check. Ten rounds of audit later, here's what came out.

$192K
Income identified across multiple accounts
$138K
Deductible expenses categorized to Schedule C
$54K
Final net business profit, tax-ready
~$20K
Tax savings unlocked over manual prep

Every line cited to IRS Schedule C instructions, Pub 463, Pub 535, Pub 587, Pub 946. See the full P&L breakdown →

"Most business owners don't hate their books — they hate that the books steal hours from the work they actually love. So PilePilot hands the whole job to AI: clean books, the tax moves you're leaving on the table, and tax-ready workpapers you can file or hand to your tax pro. For every kind of business."

Stop doing the work.
Start doing your work.

PilePilot is live. Start free — no credit card, cancel any time. Drop your email and we'll get you set up. Founding users lock in their pricing for life.

You're on the list. Welcome aboard, captain.

No spam. We email you once when your seat is ready, and never sell your address.