Joy Pilot

Your Go-To Resource for Simple and Efficient Accounting

Welcome to the Joy Pilot Help Centre

How to Sign Up

Two-factor authentication (2FA) adds an extra layer of security to your Joy Pilot account. Once it is switched on, signing in needs two things: your password, and a short code…

Setting up Two Factor Authentication (2FA)

Setting up your account to ensure you can leverage all features of our accounting software for UK businesses.

Setting Up Your Joy Pilot Account - UK - Ltd Company

Setting up your account to ensure you can leverage all features of our accounting software for NZ businesses.

Setting Up Your Joy Pilot Account - NZ - Ltd Company

Managing and Updating Your Personal Profile Information

Managing Your User Profile and Settings

Access Joy Pilot cloud accounting software quickly from your phone home screen with this guide.

Add Joy Pilot to Your Phone’s Home Screen

Greg Hanton

Sign up, set up your account and get Joy Pilot ready to use.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.