Getting Started with Joy Pilot: Freelancer Setup Guide
So, you’ve taken the leap into self-employment. Maybe you’re a graphic designer juggling three client projects, a contractor keeping track of receipts in your glovebox, or a freelancer just trying to get paid on time – but regardless, you didn’t sign up to be your own accountant!
Enter Joy Pilot – accounting software made just for people like you! No bloated dashboards. No confusing menus. Just everything you need tostay on top of your money – without it taking over your life.
And the best part? Well, one of many … You can try it completely free for 30 days – no credit card required – and you’re not stuck fiddling with a “lite” version while being nudged to upgrade every five minutes. Because…
One Plan. All Features. No Upsells. Ever.
We’ve all been there, you sign up for “free” accounting software, start liking it… and then bam:
You try to send a second invoice, or invite your accountant, or reconcile a bank transaction, and suddenly you’re being told to upgrade to Pro.
Joy Pilot doesn’t play that game.
From the moment you sign up, you get the whole toolkit:
- No feature gates
- No upgrade nags
- No “add-on this” or “premium that”
- No per-user pricing
- No sneaky fees when you try to scale
You get to have a look around for a month and then going forward – just one affordable monthly fee, and everything still remains at your fingertips.
Voice invoicing? Included.
AI that reconciles your books? Included.
Multilingual receipt scanning? Included.
Unlimited users? Yep, included.
We don’t limit your growth. We grow with you.
And the power is this:
When you’re not wasting time unlocking features, you get to actually use them.
✈️ Everyone Flies First Class with Joy Pilot.
No locked features, no gatekeeping — just everything you need to fly smarter.
🎁 Join now — first month FREE!
START MY FREE TRIAL
But first – let’s sign up!
Step 1: Sign Up (In Literally a Minute)
Go to joypilot.co, pop in your name and email, and you’re off. No credit card. No 37-step setup. Just a free 30-day trial and the full Joy Pilot experience.
That’s right – no watered-down “starter” plan here. You get everything from day one: invoicing, expenses, reports, bank feeds, tax tracking, AI tools and more.
Step 2: Fill in Your Business Bits
Once you’re in, you’ll want to quickly plug in a few details about your business:
- Business name, address, logo
- Tax numbers (if you’ve got them)
- Your financial year dates
- Bank account info
Why bother? Because Joy Pilot takes this and automates a tonne of stuff for you – like making sure your invoices look sharp, your tax is tracked, and your numbers line up when it’s time to submit that GST/VAT return.
Step 3: Connect Your Bank (and Let Joy Pilot Learn)
Next, hook up your business bank account. Joy Pilot supports secure feeds via Salt Edge (UK/EU) and Akahu (NZ), and once connected:
- Your transactions appear automatically, every day
- You can categorise things with a click (or let AI do it)
- Invoices get matched to payments
- Expenses get matched to spending
Now here’s the cool part: Joy Pilot learns as you go. Start telling it how to treat transactions, and it’ll start auto-reconciling for you.
Yes, the software gets smarter over time. The more you use it, the more it just… knows. Soon you’ll barely have to lift a finger to keep your books in shape.
Now let’s explore Exactly what you get – the rest of the best parts!
Everything. You get everything. Joy Pilot was built to feel like the co-pilot you always wished you had – one that doesn’t just sit there, but actually does stuff for you. Here’s a peek at what’s included:
🎤 Voice Invoicing – Just Speak It
Invoicing used to mean stopping what you’re doing, opening your laptop, fiddling around in a template…
Not anymore.
With Joy Pilot, you can simply speak your invoice aloud, and it gets created for you on the spot.
“Invoice Sam for three hours of copywriting at $100 per hour, due Friday.”
Boom – done. It’s fast, accurate, and feels a little like magic.
🤖 AI That Reconciles for You (And Learns As You Go)
Joy Pilot doesn’t just pull in your bank transactions – it knows what to do with them.
At first, it suggests matches. But as you go, it starts learning your patterns: who your regular suppliers are, how you categorise expenses, how clients usually pay, and then it just starts doing it for you.
Over time, reconciliation becomes automatic. Your books keep themselves tidy in the background, while you focus on, well… literally anything else.
🧾 Receipt Capture (With Auto-Translation!)
Snapped a receipt at a café in Paris? Bought materials from a site in Spain? Doesn’t matter.
Joy Pilot will:
- Extract all the details
- Categorise the expense
- Translate it automatically if it’s not in English
- Attach it securely to your records
You’ll never lose a receipt or miscode an expense again.
💬 Talk to Jodie, Your AI Assistant
Meet Jodie – Joy Pilot’s built-in AI assistant. She’s always on, always friendly, and ready to answer anything like:
- “How much did I spend on travel in August?”
- “Which invoices are still unpaid?”
- “Email Invoice 21 to my client please”
No need to click around. Just ask, and Jodi gives you the answer. Instantly.
📈 Tax Tracking, Dashboards & Reports
Your dashboard shows everything you need at a glance:
- Income & expenses
- GST/VAT owed
- Company tax estimates
- Who owes you money (and how much)
And when tax time rolls around? Joy Pilot generates ready-to-go reports that keep your accountant happy and your compliance on point, whether you’re in NZ, the UK, or elsewhere.
🌍 Works Everywhere. Feels Effortless.
Joy Pilot works beautifully on desktop, mobile, or tablet. You don’t need to download anything, just log in from your browser and get going.
Everything is cloud-based, always backed up, and fully featured no matter what device you use.
👥 Unlimited Users, Unlimited Potential
Want to invite your accountant? Your partner? A virtual assistant? A second set of eyes?
No problem. Add as many users as you want – for no extra cost.
Everyone gets full access. Everyone sees what they need. No extra seats. No added fees. Ever.
And remember: You don’t have to pay more to unlock any of this.
You don’t have to hit a certain revenue number.
You don’t have to upgrade to get “the good stuff.”You already have the good stuff, because when you’re just getting started, you shouldn’t have to fight to unlock what matters.
In minutes, you will be able to:
✅ Send your first invoice (with your voice)
✅ Start logging expenses (in any language)
✅ See how much tax you owe
✅ Connect your bank and let AI start reconciling
✅ Ask Jodie literally anything
So go ahead. Sign up, explore, and enjoy having a clever co-pilot on your business journey.