BookPilot helps you keep your invoices, expenses and receipts in order. It is written in plain English for people who run a business, not people who study accounts.
Windows early access. UK sole traders and small businesses.
What makes bookkeeping easier for a new sole trader?
Big accounting platforms are built for accountants. Spreadsheets give you a blank grid and no guidance.
BookPilot sits between the two. It walks you through each task, one step at a time, using words you already know: invoices, receipts, expenses.
Keep the proof, not just the total
Every figure in your books should have a reason behind it. In BookPilot, each record keeps its receipt, its notes and its review status together.
When you or your accountant want to know why a number is what it is, the answer is attached. Nothing to chase, nothing to rebuild.
What can a sole trader do in BookPilot today?
- Create and track invoices for your customers.
- Record expenses and attach the receipt.
- Add short notes to explain anything unusual.
- Review your records so they are ready for your accountant or your tax return.
- Keep everything in one place on your Windows computer.
For example, when you pay £36 for tools, record the supplier, date, £36 total and what the tools were for, then keep the receipt reference with that entry. If a cost is partly personal, add a note explaining the business share rather than treating the whole amount as business spending.
An assistant that asks first
BookPilot includes an AI assistant. It prepares drafts and suggestions, such as a proposed entry from a receipt.
It never acts without your approval. You see the suggestion, you decide, and you stay in control.
Built with Making Tax Digital in mind
BookPilot is designed around the record-keeping that Making Tax Digital expects, with evidence attached to every record.
To be clear: live submissions to HMRC are disabled. BookPilot cannot send anything to HMRC today. Check gov.uk for the current rules and dates that apply to you.
Honest about where we are
BookPilot is an early-access release. That means:
- It is available for Windows only. There is no Android app yet.
- Some features are still being built.
- You will see it improve over time, and your feedback shapes it.
We would rather tell you now than surprise you later.
Who does BookPilot suit?
BookPilot is a good fit if you:
- Are a sole trader or run a small UK business.
- Have no accounting background and want clear guidance.
- Want receipts and records kept together.
- Prefer a desktop application.
- Want help from AI, but only with your say-so.
It may not suit you yet if you need filing straight to HMRC today, or a mobile app.
Bookkeeping can feel calm
Most people do not dislike their business. They dislike the shoebox of receipts at the end of the year.
A steady habit, a clear place for each record and proof that stays attached. That is what we are building.
Learn more
- What records should a sole trader keep
- Making Tax Digital for sole traders
- How long to keep receipts in the UK
General information only, not tax advice. Rules and dates change, so check GOV.UK for the current position.