Does BilagPilot change anything in my ledger?

No. BilagPilot only attaches documents to transactions that already exist. It never creates, edits or deletes a transaction, and it never posts a journal.

Which countries does this work in?

Anywhere QuickBooks Online or Xero is used. BilagPilot reads each client's country and base currency from the ledger and uses the right terminology and tax treatment for it — VAT in the UK and Ireland, GST in Australia and New Zealand, GST/HST in Canada, and sales tax in the United States.

Do my clients need a login?

No. Each client gets a secure link that expires. They upload the document and that is the whole interaction.

How often does it check for missing documents?

On a schedule, and on demand whenever you want. You can also add an item by hand if you know something is missing before the ledger does.

What happens if a client never sends the receipt?

Reminders go out automatically on a cadence you set. If a document genuinely does not exist, the item can be marked as such with a reason, so your file shows you asked.

Integrations

Every transaction that is missing its receipt, in one list

BilagPilot connects to QuickBooks Online and Xero, finds the posted transactions with nothing attached, chases your clients for the paperwork, and files each document back against the right transaction.

Get started Book a product demo Read about security

ConnectSign in once and choose which clients to follow up.

FindBilagPilot lists every posted transaction with no document attached.

ChaseYour client uploads through a secure link. No account, no app.

FileYou approve, and the document is attached to the right transaction.

How the two compare

Both are production-ready and support the whole workflow. The differences are in how each ledger exposes its data, and they are worth knowing before you pick.

Overview of feature differences for BilagPilot integrations
Comparison	QuickBooks OnlineProduction-ready	XeroProduction-ready
Core workflow
Secure connection and client selection	Supported	Supported
Automatic search for undocumented transactions	Supported	Supported
Chasing the client	Supported	Supported
Filing back and audit trail	Supported	Supported
Connecting
How your practice connects
Clients per connection
Reads the chart of accounts and tax rates
Finding what is missing
Transaction types covered
How a missing document is detected
Only counts posted transactions	Supported
Filing the document back
Attaches to the original transaction
File size limit	100 MB per file
Safe to retry	Supported	Supported
Posts entries to the ledger

QuickBooks Online

Production-ready

Core workflow

Secure connection and client selection: Supported
Automatic search for undocumented transactions: Supported
Chasing the client: Supported
Filing back and audit trail: Supported

Connecting

How your practice connects: Sign-inSign-in
An owner signs in to Intuit and approves BilagPilot for one company. Access refreshes automatically.
Clients per connection: One companyOne company
Intuit scopes an approval to a single company file, so each client is connected separately.
Reads the chart of accounts and tax rates: Supported
Account numbers are optional in QuickBooks, so accounts are matched on their name and type when no number exists.

Finding what is missing

Transaction types covered: Expenses, bills, journalsExpenses, bills, journals
Purchase, Bill and Journal Entry records.
How a missing document is detected: Compared against attachmentsCompared against attachments
QuickBooks has no per-transaction flag, so BilagPilot reads the attachment list and compares. Same result, slightly more work per sync.
Only counts posted transactions: Supported

Filing the document back

Attaches to the original transaction: Supported
Attached to the expense, bill or journal it belongs to.
File size limit: 100 MB per file100 MB per file
Safe to retry: Supported
Posts entries to the ledger: Not supported
By design. Your ledger is only ever added to, never changed.

Xero

Production-ready

Core workflow

Secure connection and client selection: Supported
Automatic search for undocumented transactions: Supported
Chasing the client: Supported
Filing back and audit trail: Supported

Connecting

How your practice connects: Sign-inSign-in
An owner signs in to Xero and approves BilagPilot. Access refreshes automatically.
Clients per connection: One organisationOne organisation
Xero scopes an approval to one organisation too. Approvals accumulate, so a practice builds up its client list one at a time, and you choose which of them to sync — none are synced until you do.
Reads the chart of accounts and tax rates: Supported
Account codes are read exactly as they appear in Xero.

Finding what is missing

Transaction types covered: Spend money, billsSpend money, bills
Bank transactions of type Spend, and supplier bills.
How a missing document is detected: Flagged by XeroFlagged by Xero
Xero exposes an attachment flag per transaction, so the search is exact and cheap.
Only counts posted transactions: Supported
Deleted and voided transactions are skipped.

Filing the document back

Attaches to the original transaction: Supported
Attached to the bank transaction or bill, and visible in Xero straight away.
File size limit: 10 MB per file10 MB per file
Up to 10 attachments per transaction.
Safe to retry: Supported
Posts entries to the ledger: Not supported
By design. Your ledger is only ever added to, never changed.

Using something else?

These come up most often. We build them in the order practices ask for them, so telling us which one you use genuinely moves it up.

Sage Business Cloud
FreeAgent
MYOB
Zoho Books
Wave
FreshBooks

Tell us which ledger you use

Common questions

Does BilagPilot change anything in my ledger?: No. BilagPilot only attaches documents to transactions that already exist. It never creates, edits or deletes a transaction, and it never posts a journal.
Which countries does this work in?: Anywhere QuickBooks Online or Xero is used. BilagPilot reads each client's country and base currency from the ledger and uses the right terminology and tax treatment for it — VAT in the UK and Ireland, GST in Australia and New Zealand, GST/HST in Canada, and sales tax in the United States.
Do my clients need a login?: No. Each client gets a secure link that expires. They upload the document and that is the whole interaction.
How often does it check for missing documents?: On a schedule, and on demand whenever you want. You can also add an item by hand if you know something is missing before the ledger does.
What happens if a client never sends the receipt?: Reminders go out automatically on a cadence you set. If a document genuinely does not exist, the item can be marked as such with a reason, so your file shows you asked.