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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

Choose a dashboard below. Explore a category, or search every tool in one place.

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Payment requests & installments

See amounts, due dates and history.

Review the company’s shared payment requests and installment schedules, including recorded payment details.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Payments for your project

Source recordRequestSample record
DetailRecorded information
RequestProgress payment
InstallmentDue date
ReceiptRecorded
Illustrative workspace · sample data

How it works

  1. 01

    Request

    Open the company’s shared request and its details.

  2. 02

    Installment

    Review the planned installment amount and timing.

  3. 03

    Receipt

    Follow the payment information recorded by the company.

HOW IT CONNECTS

Financials & payments

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

Explore this area
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.