From client intake to final delivery — without the manual work. Let AI handle the chase so you can focus on the advisory.
Trusted by 500+ forward-thinking firms
A seamless, end-to-end automation engine designed specifically for modern accounting teams.
The most powerful intake system in accounting.
Transform raw data into structured insights.
Close the loop with professional delivery.
Stop chasing clients for missing documents. Our AI-driven portal adapts to every client’s unique needs, ensuring you get the right data, the first time.
Intelligent forms that show only what’s relevant to the client’s tax situation.
Multi-channel follow-ups that stop automatically once files are received.
Bank-grade encryption with auto-categorisation of every uploaded statement.
A white-labelled, frictionless experience that clients actually enjoy using.
Did you sell any crypto assets this year?
Drag & drop brokerage statements here
Once data is collected, Filepilot bridges the gap. We extract data from PDFs and push it directly into your GL software.
Finish strong. Automate the delivery of final packages, e-signatures, and follow-up surveys with complete visibility.
Precision shouldn’t be painful.
Eliminate the document chase. Our users report a 40% reduction in time spent on data collection.
Centralise every conversation in a secure portal. No more “did you get my email?”.
Let our AI extract data from source documents with 99.9% accuracy. Stop typing, start reviewing.
See how Filepilot can transform your firm’s efficiency in 15 minutes.