The routine steps,taken for you.
Autopilot looks across the whole back office every morning and finds what needs doing. The steps you'd take anyway (apply the credit, send the reminder that's due, clear the few dollars a bank fee left behind) it takes itself, under rules you set. The rest it puts in one list, with the reason and the figures.
Needs you
4
Done for you
0
Apply CM-2026-1003 to INV-2041
Issued for it, still on the account. Settles the invoice.
Send reminder 2 for INV-2033
12 days late. Reminder 1 went 9 days ago.
Write off $2.50 left on INV-2029
Paid 4 days ago, all but a bank fee.
3 orders to check and approve
Read from what came in. A person confirms them.
- Every morningIt runs before you start, and on request
- Only what you allowOff, suggest, or do it: step by step
- Within limitsA cap on what it applies by itself
- Nothing unseenEvery step recorded, with its rule
How it works
It finds, it explains,and it does only what you've said it may.
There's no black box. Each step is the same one a person would click, run through the same checks.
- 01
It looks
Every open invoice, credit, payment, order, bill, document and shipment, read fresh each morning.
- 02
It lists
What needs doing goes on Today: what it is, why, and the figures. One click where there's a safe next step.
- 03
You set the rules
For each kind of step: leave it alone, suggest it, or do it. With a limit on what it applies by itself.
- 04
It does those
The steps you've handed over happen on the morning run, as the same actions a person would take.
- 05
It shows its work
Every step is on its record in the audit trail, marked as done under a rule, and in the morning brief.
Earned, not assumed
Start with suggestions.Hand over what you always approve.
Everything begins as a suggestion on Today. When you find you click the same step every time, switch that one to Do it. Autopilot never takes a step you haven't handed over, and never one that needs judgement.
- Off, Suggest or Do it, for each kind of step
- A limit on what it applies by itself
- Reminders on the days you choose
- Letting it do more asks for a two-step code
Apply a credit to the invoice it was issued for
Send payment reminders as they come due
Write off small leftovers
Apply credit on account, oldest invoice first
What it does
Four routine steps.Everything else comes to a person.
A credit goes to its invoice
A customer pays net of a credit note, and the credit is still sitting on their account. Autopilot applies it to the invoice it was issued for, so the invoice stops showing a balance nobody owes.
Reminders, as they come due
On the days you choose, from your own template, with the pay link. Invoices in dispute are skipped, and a customer never gets a flood.
Small leftovers cleared
The $2.50 a bank kept from a wire is written off once no second payment has come, never above your small-balance limit.
Money on account applied
A deposit or overpayment goes to the customer's open invoices, the one due first to start with.
The rest is yours
Orders to approve, bills to pay, disputes to settle: listed with the reason, never decided for you.
The morning brief
One email.What was done, and what's yours.
On mornings when something happened or needs someone, each person you choose gets a short brief: whether the books are in balance, what Autopilot did, and what's waiting for them. Each person sees only what their role can act on. Quiet mornings send nothing.
- What was done, with amounts
- What needs you, most pressing first
- In balance or not, in one line
- Nothing on quiet mornings
Morning brief · 7:02 AM
Good morning, Maya. 2 things need you.
Harbor & Pine Apparel · Monday, October 5
✓ In balance with QuickBooks this morning
Done for you
Apply CM-2026-1003 to INV-2041
Brightline Retail
Send reminder 2 for INV-2033
Northgate Outfitters
Needs you
3 orders to check and approve
Orders · the oldest arrived 1 day ago
2 bills due this week
Bills · pay them in one payment per vendor
Why you can trust it
Built for money,so it's built to be checked.
The same checks as a person
Autopilot has no back door. Each step runs through the same code as a person's click, with the same checks. One that fails, or that QuickBooks refuses, doesn't happen: it's listed with why and left for someone.
Apply CM-2026-1003 to INV-2041
Checking…
Send reminder 2 for INV-2033
Checking…
Apply CP-2026-0044 to INV-2038
Checking…
On the record, under its rule
Each step is appended to the audit trail on the record it changed, marked as done under a rule and naming the rule. The run itself is recorded too.
Not now
Set anything aside for a day, a week or a month. Autopilot leaves it alone until then.
Admins hold the rules
Only an admin can change what Autopilot does, and letting it do more asks for a two-step code.
It can be undone
A credit it applied can be taken back off the invoice and moved, in thruflow and in QuickBooks.