Do clients need an account?

No. Each client gets one secure link and replies from mobile or desktop.

What does BilagPilot do in the accounting system?

BilagPilot finds supported booked transactions with no document attached. You choose which clients to follow up. Approved files are returned where the integration supports it. BilagPilot does not post entries automatically.

What if the client sends the wrong file?

Your team reviews every file before it is returned. Reject it with a short reason and the client can reply again.

Are the documents private?

Yes. Files are stored privately. Links expire. Access is controlled by firm, role and client. Activity is logged.

Is BilagPilot right for every firm?

No. If missing documents are rare or your current workflow already works well, BilagPilot is probably not worth it. It fits firms that follow up many clients before recurring deadlines.

For accounting firms with many small-business clients

Collect missing documents before the deadline.

BilagPilot finds booked transactions that lack documentation where supported by the integration. It sends each client one secure link and follows up on the schedule you choose. Your team sees what remains by client and period.

Start 14 days free View the demo

No card required
Clients need no account
Help with your first workflow

BilagPilot overview showing open requests, items that need sorting and work ready for review by client and period.

The client's BilagPilot upload page showing progress, bulk upload and outstanding documents without login.

Missing items, deadlines and next actions in one place.

Works with the accounting system you already use

From missing to complete

Missing
Requested
Received
Reviewed
Returned

BilagPilot next actions showing the client, period, status and next action for each request.

1. See what is missing

BilagPilot groups supported booked transactions with no document attached by client, period and deadline.

The client upload page showing progress, bulk upload and response options for each outstanding document.

2. The client gets one secure link

No account. The client uploads, replies later or says the document does not exist.

A BilagPilot request showing the next action, link opens, reminders and the next scheduled reminder.

3. BilagPilot follows up

Reminders follow the schedule you choose. Your team reviews the response. Approved files return where the integration supports it.

The BilagPilot mascot shows that the request is complete

Everything in. Clear status before the deadline.

Less chasing. No doubt about what remains.

See the client page in the demo

Safe to test. Easy to set up.

Files stay private

Each client sees only their own requests. Files are stored privately in the EU. Access is controlled by role and client, and activity is logged.

Links expire
Access is controlled by role and client
Data processing terms are included

See how documents are protected

We set up the first workflow with you

Kevin Ahlgren Bjorvand

Founder · your contact during setup

Start with a small client group. You get help from the person building BilagPilot.

First import together
Direct contact without a support queue
The trial starts after the first successful client import

Prefer a walkthrough first? Book 15 minutes

Fixed price by client limit

The full core workflow is included. Choose the client limit that fits your firm.

Client limit

3 490 kr/moBilled quarterly

Pays for itself at about 4 min saved per client

Realistic estimate: 13 min saved/client/mo

≈ 12 200 krin freed capacity every month

See calculation

Calculation for 125 clients:125 × 13 min = 27.1 hours saved/mo27.1 h × 450 kr/h = about 12 200 kr freed capacityBreak-even:3 490 kr / 125 clients = 28 kr per client28 kr equals about 3.7 min of work at 450 kr/hAssumptions:

13 min per client is an average time estimate for firms using BilagPilot for document follow-up.
450 kr/h is used as a conservative estimate of internal cost for the time freed up.

The numbers are based on early BilagPilot production data, where 3,307 missing receipts and documentation items were found across client companies in the solution.

Start 14 days free

No card required. The trial does not convert to paid automatically. The 14 days start after the first successful import of at least one client.

This is included

Missing items by client and period
One secure link, no client account
Reminders on the schedule you choose
Status for sent, opened and received
1,350 SMS included per quarter
Approved files returned where the integration supports it

30-day workflow guarantee after the trial

Separate from the free trial. The guarantee starts with the first paid subscription. New customers on a standard plan may request a refund of the subscription fee attributable to the first month, subject to the full terms.

Read the full guarantee terms.

Frequently asked questions

No. BilagPilot connects to the system you already use. Bookkeeping stays there.

Test BilagPilot before the next deadline

Start with a small client group. See whether your team spends less time following up and gets clearer status.

No card required. The trial does not convert to paid automatically. The 14 days start after the first successful import of at least one client.

Start 14 days free View the demo

Prefer a walkthrough first? Book 15 minutes