Portal Insights

Pilot – 2021


Pilot's commitment extends beyond traditional bookkeeping, aiming to deliver valuable insights into our customers' business. We developed intuitive tools that offer a deep understanding of material changes, thereby empowering customers to make well-informed and strategic business decisions.

Simplified expense insights

We heard from customers that keeping track of monthly expenses and subscriptions is tricky. So, we made this report to make it easier. It contains clear visuals and drill-downs to show customers how vendor expenses have changed each month.

Accessible finance reports

Customers found it hard to grasp significant changes in their finances each month, which led us to build this report. To ensure it's accessible for everyone, regardless of financial literacy, we built features that describe the fluctuations using natural human language.