Upload your bank statements and PilePilot reads every line, sorts it to the right tax category, and builds a tax-ready profit & loss - in minutes. Here's how to use it.
From sign-up to a tax-ready P&L.
Sign up with your email (or Google). It takes about a minute - no card needed to run your first free scan.
Drag in your bank statement PDFs (or CSV/Excel exports). One account or several - upload them all. Bigger picture = more accurate books.
The AI reads every transaction, reconciles the totals against your bank's own numbers, and sorts each line to the right Schedule C category - with IRS citations. This takes a couple of minutes per statement.
Anything PilePilot can't be sure about - usually checks, where the bank doesn't print who you paid - gets flagged needs review instead of guessed. Tell it who the check was to, and it learns for next time. It never fabricates a category.
Your profit & loss is ready to view, export (Excel/CSV/PDF), and hand to your tax preparer as a clean package - P&L, transaction map, and workpapers in one ZIP.
A few things that trip people up.
Bank statements list checks by number only - no payee. PilePilot won't guess what a check was for. Tell it the payee and it categorizes correctly.
Upload every account. One statement only shows one account's deposits - your full income lives across all of them.
Click ↻ Re-run books on your cockpit to re-read your statements from scratch. It keeps anything you've already reviewed.
Isolated to your account, encrypted in transit, never sold or shared.
Start with a free scan; pay when you're ready to unlock the full picture.
Your gross income, expenses, net, and estimated tax - no card.
One-time. Clean up and file your prior tax year, tax-ready. Current year not included.
Keep your current year's books current, month to month.
Everything, plus the advanced tools and exports.
Real humans answer - usually within a day, often much faster.
Email support@pilepilot.com