Joy Pilot

Your Go-To Resource for Simple and Efficient Accounting

Welcome to the Joy Pilot Help Centre

How to Sign Up

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

Add Joy Pilot to Your Phone’s Home Screen

Discover how to quickly add a bank account to Joy Pilot, streamlining your financial management and invoicing processes

How to Add a New Bank Account to Joy Pilot

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

Easily Connect and Sync Your Bank Transactions

Setting Up Your Bank Feed via Salt Edge - For UK & EU Users

Managing and Updating Your Personal Profile Information

Managing Your User Profile and Settings

A step-by-step guide to linking your bank accounts and automating your bookkeeping

Setting Up Your Bank Feed via Akahu - For NZ Users

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)

Greg Hanton

Our essential guides to Joy Pilot on day one

Getting Started

joypilot.co

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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.

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

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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.

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

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

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

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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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