Practice Management
Manage clients, proposals, projects, responsibilities, workflow and practice visibility from one central workspace.
CRM · Proposals · Projects · Workflow
Your practice, finally in one workspace.
PracticePilot brings client management, financial statements, compliance, projects and practice workflows together in one secure, professional platform.
Use what your practice needs.
Start with one PracticePilot product and add more as your practice grows. Your team remains in the same workspace and access model.
Financial Statements
Import the trial balance, map accounts, process journals, complete working papers and produce professional Annual Financial Statements.
PAIA Manuals
Create professional PAIA manuals for your own practice or for clients, with structured data capture and professional PDF output.
Usage-based billing
Software should make the work feel lighter, not add another layer of admin.
PracticePilot is designed around the way accounting practices actually work: client files, deadlines, working papers, review points, compliance and the constant need to know what still requires attention.
AFS your way.
Choose Flex for occasional AFS work or Unlimited for regular, higher-volume preparation.
FlexLower volume
Pay as you prepare.
R199/ month
- 1 AFS included every month
- Additional AFS: R295 each
- Practice-based pricing
- Ideal for occasional AFS work
First 2 AFS sets free.Use PracticePilot on real client files before you commit.
UnlimitedHigher volume
Unlimited AFS.
R499/ user / month
- Unlimited AFS
- No per-engagement charges
- Pay only for AFS preparers
- Predictable monthly cost
First 2 AFS sets free.Then choose the model that makes sense for your practice.
Built around real practice workflows.
PracticePilot is developed by Corepilot Software (Pty) Ltd to help professional firms work with better structure, better visibility and fewer spreadsheet-driven errors.
Financial Statements, PAIA, Practice Management and future PracticePilot products live within the same platform and access model.
See the financial statements workflow in action.
From TB import to final PDF — built around the way accounting practices work.