Accountant workbook automation
We automate one step. Here is the line around it.
Most workflow tools want you to redesign how you work: a new dashboard, a new portal, three months of migration, and the next quarter still arrives as a 200-page PDF three days before the return. Pileform draws a line around the part that hurts and leaves everything else exactly where it is.
Inside the line
Outside it, on purpose
The line
Inside it, and outside it.
Six things stop being your afternoon. Four things stay exactly as they were, and two of those are somebody else’s product, named.
Inside the line
No more typing.
Per-line data extraction across the whole pile. Supplier, date, VAT number, line description, net, rate, VAT, gross, currency, payment method. Done in minutes instead of hours.
Supplier grouping done for you.
Forty-seven Petrolina receipts collapse into one tab with the supplier VAT control total. No mega-CSV that you have to slice by supplier in Excel.
VAT rates per line.
Cyprus 19/9/5/3/0, UK 20/5/0, EU multi-rate, GST regimes. The rate is per-line, not per-receipt. When it is missing, Pileform infers and yellow-flags. You review the flags; the rest is ready.
Cash rounding reconciled.
The Adjustment column catches every cash-rounding gap. The workbook always reconciles. You stop chasing 0.01 EUR differences across 200 rows.
Audit trail embedded.
Each row links to the original receipt image, embedded inside the workbook itself. When the auditor asks, you click the row. The workbook is self-contained; no separate PDF folder, no broken links.
Time goes back to your Saturday.
A 200-page batch that used to be a full day is 12 minutes plus a review pass on the yellow-flagged rows. The rest of the day is yours.
Outside it, on purpose
Sync
Continuous daily capture, built around always-on sync.
What we do insteadPost to Xero, QuickBooks, Business Central, BTMS or Esoft in a click, or keep the Excel. Your call.
Client portals
If you want clients to upload receipts themselves, Hubdoc is built for that.
What we do insteadNo client login app. You can optionally email a one-time upload link.
Continuous capture
For daily expense capture, the continuous tools are the right fit.
What we do insteadWe are built for the 200-page PDF at quarter end, not daily drip-feed.
Bookkeeping
We are not a bookkeeping service or an accounting platform.
What we do insteadWe prepare the workbook. You decide what to post and how.
We solve one specific problem well, rather than solving every adjacent problem badly.
Naming the four is the point. A tool that claims the whole workflow is a tool you have to migrate to. This one you do not.
Workbook automation questions.
No. Pileform produces the same kind of workbook you are already preparing by hand: one Excel per supplier, with a Summary tab, VAT control totals, and the original receipts embedded. Drop the PDF in, get the workbook back, post it the way you always have. No new accounting app to learn, no sync to configure.
The extractor reads 11 languages and the major VAT regimes (Cyprus, UK, EU, GST). Mixed currencies, photo scans, multi-receipt-per-page layouts, and handwritten taxi slips all flow through the same pipeline. Anything Pileform is not sure about gets yellow-flagged for your review.
The standard column set covers what most Cyprus and UK practitioners need for posting: date, supplier, VAT number, line description, net, VAT rate, VAT amount, gross, Adjustment, currency, payment method. We do not currently expose per-firm column customisation, but the workbook is plain .xlsx, so adding or hiding columns in Excel is one minute of work. If enough firms ask for templated columns, we will build it.
They do not log in. There is no client app. You can optionally email a one-time upload link so they drop documents without an account. Sharing the finished workbook is still your call. The relationship stays yours.
Continuous-capture tools are built around clients emailing or photographing one receipt at a time, drip-fed into your accounting software. Pileform is built for the opposite case: the client hands you a single 200-page PDF at quarter end and you have a Friday deadline. The two patterns can co-exist; we are not trying to replace ongoing capture, we are filling the gap where it does not exist.
Get your Saturday back.
Sign up free, no card. Drop your messiest quarter-end PDF and see what comes back.