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Search or browse task-oriented articles for getting set up, uploading a pile, understanding a review flag, connecting your books, running payroll, and staying on top of Cyprus compliance.
Looking for quick answers instead? Browse the FAQ.
Creating your account and your first upload
Sign up free, answer a few setup questions, and drop in your first pile of documents.
3 min readWhat Pileform never does
The lines it never crosses: no filing, no moving money, no posting without your review.
3 min readUnderstanding the Pileform assistant
What the in-app assistant can answer about your records and about Pileform, and what it deliberately can't reach.
4 min readDesktop app vs. the browser
What the Windows app adds, and why Mac and Linux use the browser app instead.
2 min readWhat file types and documents Pileform accepts
PDFs and photos, invoices, receipts, and bank statements, in one pile or split by supplier.
3 min readWhat happens when we can't read a document
Blurry, damaged, or unreadable pages are flagged, never dropped and never guessed.
3 min readHow Pileform reads VAT and multi-currency piles
55 jurisdictions, per-line rates, inclusive/exclusive detection, and reverse charge in one pass.
4 min readUnderstanding the review screen
What a yellow flag means, how the Adjustment column works, and when an entry is ready to post.
4 min readHow review flags work
Why a row gets flagged, what confidence means, and why nothing posts unreviewed by default.
3 min readBank statement transactions and how they get categorised
From a PDF statement to classified, double-entry transactions grouped by counterparty.
3 min readDoes anything post without review?
No. Every proposed entry waits in the review queue. You confirm, then Post.
3 min readConnecting Xero or QuickBooks Online
A one-time OAuth connection, your chart of accounts syncing in, and what posts where.
4 min readPosting to QuickBooks Desktop
How the official Web Connector links your desktop QuickBooks to Pileform, no cloud account needed.
3 min readPosting to BTMS through the on-premise connector
An outbound-only connector on your network, posting draft journals into BTMS for review.
3 min readEsoft, CSV export, and webhooks
A ready-to-import Esoft file, a plain CSV fallback, or wiring Pileform into your own workflow.
3 min readRunning a monthly payroll
Draft, review, approve, and, if needed, reverse a run, one live run per company per period.
4 min readHow gross-to-net pay is calculated
PAYE, Social Insurance, GHS, and the employer-side levies, computed at current Cyprus rates.
4 min readPayslips and email delivery
Printable payslips for every approved run, and a one-click, separate step to email them out.
2 min readThe compliance calendar
Every client, every Cyprus obligation, tracked on one calendar with prep files ready ahead of the date.
3 min readVIES declarations and SEPA payment batches
Files generated for your review, always filed or paid by you, never submitted automatically.
3 min readAudit-season exports and per-client learning
A ready-made auditor workbook, and categorisation rules kept separate client by client.
3 min readHow per-page billing works
Plans, included pages, overage, and how a page is counted.
3 min readManaging your account, notifications, and GDPR data
Notification settings, your results archive, and exporting or deleting your data on request.
3 min readWhere your data lives and how long we keep it
Hosted in the EU, retention by country, and how to request early deletion.
3 min readHonest answers
A few quick answers
Pileform is accounting-automation software that turns a whole period of source documents (receipts, supplier invoices, and bank statements) into reconciled, post-ready entries for Xero, QuickBooks, or BTMS, plus a ready-to-import file for Esoft. You drop in the pile as a PDF; you get back a clean, categorised Excel workbook with the VAT worked out on every line and the original document embedded as proof.
It is built for the period-end batch, the stack that lands before a VAT return, not daily, one-at-a-time capture. See everything it does.
Accuracy depends on the source PDF. Clean printed receipts extract reliably; smudged thermal prints and handwritten slips are harder. We don't quote a single accuracy figure because the honest answer depends on what the client handed over, and because the figures are computed by code, not estimated by a model that could be 99% confident and still wrong.
Every workbook comes back in two states: high-confidence rows ready to post, and yellow-flagged rows for review. Your time goes to the flagged rows, not to every line.
Yes, mostly. Connect Xero, QuickBooks Online, QuickBooks Desktop, or BTMS and the entries you confirm post straight through: Bills and manual journals in Xero, Bills in QuickBooks Online, qbXML journal entries queued for QuickBooks Desktop's Web Connector, and draft journals in BTMS through the on-premise connector. Esoft doesn't have a live posting connection yet: confirmed entries export as an Excel file formatted for Esoft's import instead, covering supplier documents. Your chart of accounts syncs in wherever a live connection exists, and bank-statement transactions post as double-entry too. You still keep the Excel workbook either way, and you're never locked in. Sage isn't supported. Tell us at contact@pileform.com if you need it.
Stored in an EU-region cloud. That is a region hint, not a pinned legal jurisdiction. Records are retained for the period you configure in Settings → Data & exports (default 7 years, beyond the 6-year minimum required in Cyprus, with country presets available from 6 to 30 years: Cyprus / UK / Ireland / Malta / Spain / Greece 6 years, Netherlands 7, Germany / France / Italy / Lebanon 10). You can request earlier deletion of any individual job. GDPR-compliant. AI inference runs via a vetted third-party AI provider, contractually prohibited from training on your content. Full sub-processor details (including each provider’s role, location and transfer safeguards) are in our Data Processing Agreement.
You're never locked in. Every batch comes back as a standard Excel workbook (and CSV), yours to keep, open in any spreadsheet, and hand to anyone, with the original document embedded in each row. If you ever stop using Pileform, you walk away with every workbook you've made.
Posting to Xero, QuickBooks, or BTMS is something you switch on, not something you're tied to.
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