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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Payment status & history

Follow the recorded position.

View recorded payments and outstanding amounts for the relevant invoices. A recorded payment status is distinct from the platform transferring funds.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Recorded payments for your work

Source recordInvoiceSample record
DetailRecorded information
InvoiceOpen balance
PaymentRecorded by company
RemainingOutstanding balance
Illustrative workspace · sample data

How it works

  1. 01

    Invoice

    Review the source invoice and its current amounts.

  2. 02

    Payment

    Follow recorded payment entries and references.

  3. 03

    Remaining

    Check what remains and contact the company about discrepancies.

HOW IT CONNECTS

Invoices & payment tracking

Subcontractor invoices connect to company expenses and their recorded payment allocations.

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.