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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.
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24 articles, 76 minutes, seven categoriesEvery article is behind exactly one of them, so browsing never shows you the same thing twice.
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 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
Posting to Esoft, 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
Where client documents are kept, how long records are kept, and how to request early deletion.
3 min readQuestions
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, Business Central, BTMS or 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 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, Microsoft Dynamics 365 Business Central, BTMS or Esoft and the entries you confirm post straight through: Bills and manual journals in Xero, Bills in QuickBooks Online, journal entries in QuickBooks Desktop, general journals in Business Central, and draft journals in BTMS. Esoft posts the same way, transactions plus accounts, 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.
Our back-end servers are in the EU (Germany), and client documents are stored in the EU. Uploads pass through a global edge network before they reach our EU servers. Records are kept at least six years, the Cyprus minimum. Nothing is deleted automatically unless automatic deletion is turned on at your request. Then records past the retention period (six years by default, up to 100, or kept forever) move to a recycle bin after a preview and 30 days' email notice. Any single file can be deleted earlier. Client documents are processed under our DPA, in line with GDPR. Document pages are read in the EU. Our Data Processing Agreement describes each sub-processor by role; the current named list is available on request from contact@pileform.com.
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, Business Central, BTMS or Esoft is something you switch on, not something you're tied to.
Looking for quick answers instead? Browse the FAQ.
Still stuck?
Email a person and get a reply within one business day. New accounts include 30 non-expiring signup pages, no card required.