[danthe]

For example if I get a pdf bill in my inbox for some saas subscription, how does the pdf make it into QuickBooks? @wdaher is implying you need to be using bill.com, so I'm concluding that you need to get the bill into bill.com.

Another case is do they do expense accruals? E.g. i don't get my utilities bill until middle of the month. The right way to account for that is to accrue the expense for the previous month and reverse the journal entry on the 1st of the following month. How does Pilot automate expense accruals cases (same question for revenue)?

[wdaher]

Yes, generally you have to use something like a bill.com or routable (https://routable.com/) if you want to track an AP flow starting with the bill in that way.

(There's a more premium version of Pilot Plus where you basically just forward the bill to bill.com and we'll code it and submit it for approval for you, etc.)

As for expense and revenue accruals, you and we have to mutually agree on a mechanism for you to communicate that information to us. Exactly what that mechanism is will depend on the details of the revenue or expense accrual, but sometimes this is as simple as "You tell us you have a recurring expense of X amount, so you need to accrue y% of it every month", sometimes it's just you report "I'd like to accrue X", etc.