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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Scheduled payments & proof

See what is planned and what is recorded.

Open My Payments to view the company’s planned payment dates, recorded payments, invoice references and available proof files. A scheduled payment is an expectation, not confirmation of a bank transfer.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

My Payments · expected and recorded

Source recordScheduledSample record
DetailRecorded information
ScheduledExpected date
RecordedPayment reference
Proof filesOpen attachment
Illustrative workspace · sample data

How it works

  1. 01

    Scheduled

    Review the company’s planned payment timing.

  2. 02

    Recorded

    Distinguish a recorded payment from an expected one.

  3. 03

    Proof files

    View the available payment proof and invoice references.

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.