Bookkeeping runs on recurring engagements and clean records. ServicePilot quotes new clients in minutes, bills monthly retainers automatically, and takes card or bank payment - so your practice admin looks after itself.
Recurring retainers on autopilot
Monthly and quarterly engagements bill themselves, so nothing slips.
Onboard clients faster
Send a branded quote and get it accepted and e-signed online in minutes.
Get paid on time
Automated invoices with pay-by-card links and gentle reminders.
Everything a bookkeeping business needs
Fast quoting
Itemised quotes from your price list, sent by SMS or email, accepted online with e-signature.
Scheduling & dispatch
Drag jobs onto the calendar, assign your team and optimise the day’s route.
Invoicing & payments
One-tap invoices with GST, card payments via Stripe straight to your bank, and Xero sync.
SMS reminders & ETAs
Day-before reminders and “on my way” texts cut no-shows and delight customers.
Automated reviews
Ask for a Google review the moment a job’s done - grow your reputation on autopilot.
Client portal
Customers view their quotes, jobs and invoices, pay online and request new work.
Built for the jobs you do
Start from a ready-made bookkeepers price list - every item pre-loaded so you’re quoting on day one.
Bookkeepers - questions
Does it work with Xero?+
Yes - push invoices to Xero and keep your accounting in sync.
Can I bill monthly retainers automatically?+
Yes, set recurring engagements and ServicePilot raises the invoices for you.