Calm bookkeeping for first-time business owners

Bookkeeping software for first-time UK business owners. Every record keeps its receipt.

BookPilot is guided bookkeeping software for UK small businesses and sole traders. It gives you clear next steps for invoices, expenses, receipts and bank checks. Run more than one business from the same account, with every feature included.

Founders shape BookPilot Multiple businesses Every feature included No pricing tiers Automatic updates

FOUNDING ACCESS

One account. Every business. Every feature.

Founding members are not just early customers. You help shape what BookPilot becomes.

EVERY BUSINESS Keep them together Run more than one business in BookPilot and move between them from the same account.
EVERY FEATURE No tier ladder Every subscriber gets every feature, including new ones as they arrive. No paid feature upgrades.
YOUR SAY Help build what matters Tell us what would help most. Founding members help decide what we improve and build next.

One month free. No card needed. Then £16 a month or £180 a year.

Inside BookPilot

See BookPilot in action

Real screens from the Windows app show how BookPilot turns everyday records into clear figures and next steps.

BookPilot Start Here screen showing guided bookkeeping steps and books health using fictional demonstration data.
Know what to do next Start with one clear task and move through your records without accounting jargon.
BookPilot sales screen showing example invoices using fictional demonstration data.
Keep sales easy to follow See invoices, payments and outstanding balances together.

Product screens shown with fictional demonstration data. No customer records are displayed.

Free five-minute check

How organised are your records for MTD?

Answer eight plain-English questions and get a private red, amber or green result with three useful next steps. No account, email or financial figures required.

Check my records free

How BookPilot works

A simple, guided workflow to keep your business finances organised and tax-ready.

First guide: save a receipt for review →

Create invoice
Jones Marketing Ltd
Website design£800.00
Support£120.00
Total£920.00
1

Create invoices

Send professional invoices and track what has been paid, with simple guidance and clear next steps.

RECEIPT Office supplies 25 Sep 2026 £24.37
Add receipt
Evidence attached
✓ Ready to review
2

Track expenses and receipts

Add expenses and receipts quickly and keep the supporting evidence connected to the record.

Tax review
✓ Records in good shape
Income£28,450
Expenses£9,320
Profit£19,130
3

Stay on top of your tax

Keep records organised and tax-ready with clear summaries showing what is complete and what needs attention.

Making Tax Digital

Ready for Making Tax Digital

Keep digital records with confidence. BookPilot helps you organise your income, expenses, receipts and evidence, so your records stay structured and review-ready.

  • Digital record keeping
  • Clear tax summaries
  • Evidence linked to every entry
  • MTD-ready workflow design

BookPilot apps

Start with Windows.
Keep your records together.

Install BookPilot once and it keeps itself up to date when a new version is ready. The Android companion will do the same, while still asking you to confirm before it installs an update. Live filing to HMRC is not available yet.

View download options →

Help when you need it

Ask BookPilot. Get a clear answer.

Not sure what a screen means or what to do next? Ask BookPilot explains it in plain English, using the information already in BookPilot to give you a useful next step.

01

Help in plain English

Ask a question in your own words. BookPilot explains the task step by step without assuming you know bookkeeping terms.

02

Answers that fit your business

Ask what needs attention, what a figure means or where to find something. BookPilot uses your current screen and records to make the answer useful.

03

Useful drafts, ready to check

BookPilot can prepare an invoice or expense draft and suggest what to do about a missing receipt. You check it before anything changes.

04

You stay in control

BookPilot never sends a payment, deletes a record or submits anything for you. Important actions always need your approval.

Your information stays protected. BookPilot only uses the information needed to answer your question. Connecting another AI service is optional, not required.

Evidence-first software

Because good tax software keeps the proof, not just the total.

BookPilot is strongest where many simple tools are weakest: receipts, notes, VAT evidence, accountant handover and the explanation behind the number. That gives new users confidence and gives growing businesses stronger records.

Receipt evidence Review notes VAT working Accountant export Audit history Secure backups

Available to all

Simple enough for a first business. Serious enough for a growing one.

New users

BookPilot explains what to do next, what each record means and when something needs checking.

Sole traders

Keep income, expenses, receipts and tax tasks under control without spreadsheet stress.

Small businesses

Use invoices, banking, VAT, reports and evidence packs as the business gets busier.

Accountants

Review cleaner records, export packs and evidence trails without chasing every detail.

Why BookPilot

Built for confidence, not accounting fog.

Large accounting suites can be powerful, but new users often need a guided route more than another wall of menus. BookPilot puts the next step, evidence and tax readiness at the centre.

BookPilot is not for everyone. Choose a full accounting suite if you need live HMRC filing today, multi-country accounting or a large app marketplace. BookPilot is for first-time UK owners who want guided records with the proof kept alongside every number.

For new users

Guided screens explain what to do next instead of assuming bookkeeping knowledge.

For evidence

Receipts, notes and review history stay connected to the record behind the number.

For growth

The same flow works for sole traders, small businesses, teams and accountant handover.

For MTD

Digital records, VAT checks and HMRC workflow are treated as product journeys, not hidden admin.

Guided setup, invoices, expenses, bank review, reports, evidence packs, BookPilot Tutor, Ask BookPilot and accountant handover are included. Founding members help shape what comes next, and every new BookPilot feature is included at no extra cost. See the full Founding Access package.

Start today

Bookkeeping that feels calm from the first login.

Create your BookPilot account and keep your books clear from the first invoice to tax-ready records.

Common questions

What is BookPilot?

BookPilot is bookkeeping software for UK sole traders and small business owners with no accounting background. It guides you through invoices, expenses and receipts, and keeps the proof attached to every record.

Who is BookPilot for?

It is for sole traders and small business owners in the UK who want clear, step-by-step bookkeeping without learning accountancy terms.

What does evidence-first mean?

It means every record keeps its receipt and notes with it. Good tax software keeps the proof, not just the total, so you and your accountant can see why each figure is what it is.

How much does BookPilot cost?

Try BookPilot free for one month with no card needed. Founding Access then costs £16 a month or £180 a year for the first 100 paying customers.

Can BookPilot submit to HMRC?

Not today. Live submissions to HMRC are disabled, so BookPilot cannot send anything to HMRC yet. It is built to keep the records that Making Tax Digital expects. Check gov.uk for current rules and dates.

Does BookPilot work with Making Tax Digital?

BookPilot is designed with Making Tax Digital record-keeping in mind. Because live HMRC submissions are disabled, please do not rely on it to meet a filing obligation yet.

What does the AI assistant do?

It prepares drafts and suggestions, such as a proposed entry from a receipt. It never acts without your approval. You review each suggestion and decide.

What devices does BookPilot run on?

BookPilot is available for Windows. An Android companion for quick mobile tasks is planned and will work alongside the Windows app.

Do I need to reinstall BookPilot for updates?

No. Install BookPilot once and it updates itself when a new version is ready.

How is BookPilot different from Xero or QuickBooks?

Full accounting platforms are powerful but can overwhelm first-time users. BookPilot is simpler and more guided, and it is honest about what it does not do yet. It sits between those platforms and a plain spreadsheet.