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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Generate pay stubs In developmentSubcontractor DashboardEmployee Portal
Client DashboardFinancials & payments

Allowances & credits

See the adjustments that matter.

Review shared allowances, related spending and project credits, including their effect when applied to invoices.

Company Pilot · Feature preview
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ILLUSTRATIVE WORKSPACE

Your allowances and credits

Source recordAllowanceSample record
DetailRecorded information
AllowanceTile selection
SpendingRecorded expenses
CreditApplied to invoice
Review the source behind the numbers
Illustrative workspace · sample data

How it works

  1. 01

    Allowance

    Review the allowance shared for the project.

  2. 02

    Spending

    Follow the related spending information.

  3. 03

    Credit

    See how a shared credit affects the relevant invoice.

HOW IT CONNECTS

Financials & payments

Shared documents and recorded receipts help company and client discuss the same financial position.

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Keep exploring

More in financials & payments

Project financial overview

Follow the financial picture.

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Estimates, invoices & downloads

Keep the documents accessible.

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Payment requests & installments

See amounts, due dates and history.

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Eligible online payments

Pay supported installments through Stripe.

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See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.