Bookkeeping that doesn’t wreck
your weekend.
Invoicing, expenses, payments, and taxes—Joy Pilot brings it all together in one simple workflow. Follow the journey from invoices to taxes and see how AI helps you move faster, stay organised, and keep your numbers in shape all week.
No credit card needed · Set up in minutes · Cancel anytime
Invoicing
Create & send
Expenses
Capture & categorise
Taxes
Track & file
Reporting
See the full picture
Year-End Ready
Collaborate easily
No spreadsheets were harmed in the making of this workflow.
Create and send invoices in minutes, wherever work happens.
Whether you’re at your desk or out and about, Joy Pilot makes invoicing simple, fast, and easy to stay on top of. Speak your invoice details or enter them manually, and your invoice is ready to review and send.
- Create invoices by voice when your hands are full or you’re on the move
- Use clean, professional templates that look polished and on-brand
- Send invoices quickly and set reminders to help you get paid on time
- See payment status clearly, so you always know what’s outstanding
- Work confidently with clients in different currencies
Jodie helps here
Voice-to-invoice powered by AI
INVOICE
To: Cotswold Air Club
Hangar 2, Cotswold Air Park
Kemble Approach Road
Kemble, Gloucestershire, GL7 6XX
PLANE SAILING LTD
1 Runway Close
London, SW14 8GP
Company reg: 1234134
INVOICE NUMBER
DATE
WORK PERIOD
DUE DATE
INV-0004
06-Mar-2026
02-Mar-2026 to 08-Mar-2026
13-Mar-2026
LINE ITEMS
PLEASE MAKE PAYMENT TO:
Bank account name:
Plane Sailing
Sort code:
121212
Account number:
01010101
Payment terms:
7 days from the date of this invoice
Snap now. Sort less later.
Keep receipts moving without the usual admin. Whether it’s a paper receipt, an emailed confirmation, or a screenshot on your phone, Joy Pilot helps you record expenses as they happen. Snap or upload it, review the details, and everything is stored neatly in one place.
- Add receipts from paper copies, emails, or screenshots
- Snap a photo and the key details are pulled through for you, with the receipt stored alongside the expense
- Keep expenses organised as you go
- Handle foreign-language receipts without translating them yourself
- Avoid the usual end-of-month hunt for paperwork
Jodie helps here
AI reads & categorises receipts — even translates foreign ones
Your bank feeds in. Joy Pilot keeps things moving.
Once your bank account is connected, transactions flow into Joy Pilot automatically. As they appear, Joy Pilot helps match them to the right invoices, expenses, and categories, so much of the routine reconciliation work is already underway when you log in — helping you spend less time matching transactions and more time knowing everything is up to date.
- Connect your bank once and let transactions flow in automatically
- See suggested matches for invoices, expenses, and categories as you go
- Spend less time checking routine entries manually
- Review anything unusual separately, so your attention goes where it’s needed
- Keep multiple accounts organised in one place
Jodie helps here
AI reconciliation learns your patterns — gets smarter every week
Don’t just take our word for it
I build windows and doors I don’t do accounts and like all good tradies my filing cabinet was my van. Not anymore. Joy Pilot has been a game changer. Jodie even answers questions that I don’t want to ask anyone else.
Murray H.
The biggest difference for me is that I’m no longer saving everything up for later. I can deal with things as I go, which means my bookkeeping actually stays up to date.
Anne A.
| Date | Description |
|---|---|
| 01-Jul-2026 | ⚑ Corporation tax payment due |
| 31-Jul-2026 | ⚑ Personal tax filing |
| 30-Sep-2026 | ⚑ File your next VAT return |
| 22-Jan-2027 | ⚑ Confirmation Statement due |
| 31-Jan-2027 | ⚑ Personal tax payment due |
See where things stand, whenever you need to.
Your dashboard gives you a clear view of what’s coming in, what’s going out, and what needs attention — so you can check in quickly and carry on with confidence.
- Get a simple overview of your business in one place
- Keep track of income, expenses, tax, and cash flow
- See up-to-date figures when you log in
- Stay aware of upcoming deadlines without having to remember them
- Export reports or share them easily with your accountant
Jodie helps here
Ask Jodie “How am I tracking this month?” and get an instant answer
Keep tax in view, all year round.
Joy Pilot keeps your tax position visible throughout the year, with personal tax and goods and sales taxes together in one place, so there’s less to untangle when it’s time to file.
- See your tax position update as your income changes
- Keep running totals for goods and sales taxes in one place
- Export clear reports or share them with your accountant
- See provisional tax estimates building up through the year, so you can plan ahead
Jodie helps here
Smart categorisation keeps your tax position accurate
Example based off UK Company
Your accountant gets what they need, without the chase.
Joy Pilot makes it easier to share the right information at the right time, so your accountant can see what they need without extra emails, missing attachments, or last-minute scrambling.
- Invite your accountant to view the information they need
- Keep transactions, reports, and documents together in one place
- Share export-ready information without extra tidying up
- Make year-end preparation feel simpler and more organised
Up and running in minutes, not days.
No complicated setup wizards or IT degrees required. Connect your bank, import your data if you have any, and you’re good to go.
Create your account
Sign up in 30 seconds. No credit card needed to start your free month.
Connect your bank
Secure bank connection takes a couple of minutes. Transactions start flowing in automatically.
Start working
Jodie guides you through the basics. Import existing data or start fresh — your call.