Built by operator and founder Andrew ThompsonAutopilot Books turns every job, payment, tip, receipt, and expense into one clear financial cockpit, then gives you an AICFO that can help you act on it.
Connect once and the income side starts filling itself in. Jobs, payments, tips, crews, and customer context arrive from Autopilot without another spreadsheet or another round of copy and paste.
Operations
AutopilotBOOKSFinancial cockpitAICFO is a read-only financial and operating advisor grounded in your Books data. It pulls the exact number, shows the evidence, and tells you what deserves attention before the problem gets expensive.
Your best crew-day is producing 31% more profit than the weekly average. Protect the route density before adding another market.
Shift two open Saturday slots to the highest-margin service and watch profit per crew-day.
Can we safely afford another field employee?
Product preview with illustrative company data
Stop waiting for the end of the month to learn whether the month worked. Books shows what each sales dollar produced, where the money went, and where the current pace is taking you.
Daily, weekly, monthly, and by crew
Profit, COGS, labor, and overhead per job
The sales and jobs still needed to cover the month
Sales and profit per active crew-day
Earned, collected, outstanding, and payment delay
Projected revenue, expenses, profit, and job count
The crew does not need another accounting app open in the truck. Connect a private Telegram chat and send the information in the moment, while the receipt, job, and context are still together.
Books reads the total and date, picks a category, saves the original, and creates the expense.
Send a voice memo with the amount, crew, asset, job, and note. Books transcribes and files it.
Ask about profit, cash, pricing, hiring, capacity, crews, jobs, or what to improve next.
If a receipt is unclear, Books keeps the photo and creates a reviewable Unassigned expense instead of losing it.
Books keeps the daily operator view simple, then lets you go as deep as the decision requires.
Income, jobs, average ticket, gross profit, net profit, margin, tips, and daily trend.
Dump fees, fuel, labor, card fees, payroll taxes, workers comp, recurring overhead, and custom categories.
Payments received, outstanding balances, collection rate, payment delay, processing cost, and tax reserve.
Crew performance, tip splits, truck output, asset values, loan balances, estimated equity, and service mix.
Management P&L, balance sheet, source receipts, period comparisons, and downloadable reports.
Jobs, payments, tips, crews, and source context begin syncing into Books.
Send receipts, expenses, and voice notes through Books or Telegram as they happen.
Watch true margin, ask AICFO, and make the next decision with the whole picture.
Books is built to feel obvious to an operator and trustworthy to the person reviewing the numbers.
No. Autopilot runs the customer, schedule, job, payment, and field-service side. Books connects to that operating data and turns it into daily financial visibility, clean expenses, reports, and practical financial advice.
The AICFO is read-only. It can analyze company data, answer questions, model decisions, cite its evidence, and recommend actions. Expense creation is a separate confirmation-oriented flow in Books and Telegram.
Receipt photos, typed expense descriptions, voice memos, and natural-language questions for AICFO. Books confirms what it saves, and unclear receipts are kept for review instead of being silently dropped.
Yes. Manual entry stays available for cash work, expenses, fixed costs, and anything that does not come through Autopilot. The connection removes double entry without taking away control.
AutopilotBOOKSSee the real margin today, protect the cash this month, and make the next move with numbers you can trust.
Already using Autopilot? Your operating data is ready to connect.
