Money
Finance in Autopilot is observation and preparation. It reads your books, tells you where you stand, and gets you ready for conversations about money. It does not move any.
Say the boundary plainly, because it is the one people assume wrong: there is no automated invoicing, no dunning, no chasing of a single unpaid invoice. Receivables pressure is put in front of you; the chasing is yours.
Reading the books
Section titled “Reading the books”Connect your accounting system and Autopilot reads it — read-only, so nothing it does can alter a booking:
- Monthly P&L, with the trend
- Receivables and payables, so you see what is owed both ways
- Cash, and from it burn and runway
The verdicts here are computed, not written by a model. Burn, runway and trend come out of arithmetic on your own numbers, which means two people looking at the same month get the same answer.
When the books are incomplete
Section titled “When the books are incomplete”Most small companies book late. If Autopilot only used what is booked, it would report a runway that quietly assumes costs which have not been entered yet — the most dangerous kind of wrong.
So two things happen:
- Bank outflows that are not yet reconciled are folded in, without double-counting what is already booked.
- Burn is treated as a floor, not a measurement. “At least this much” is honest; “exactly this much” would not be.
A tagging inbox lets you label recurring counterparties once — rent, this supplier, that subscription — and the labels are applied as a presentation layer over the numbers. Your accounting stays untouched.
Preparing for investors
Section titled “Preparing for investors”Two features exist for the fundraising conversation, and they are sequenced deliberately.
The readiness gate blocks fundraising work until the financials and the storefront reach a minimum bar. It unlocks by itself when they do. The point is not bureaucracy: a deck built on numbers that are not ready is a deck that damages you in the room.
The pitch deck is then assembled from your own metrics and documents. The narrative is written; the financial slide is built mechanically from the snapshot, so the story and the numbers cannot drift apart. It renders as a shareable page and a PDF.
Investor contact stays with you. Autopilot prepares; it does not send.
What you are spending
Section titled “What you are spending”Separate from your books, on the platform side:
- Spend overview — subscription usage, credit balance and marketplace purchases in one reconciled view.
- Wallets — a prepaid credit wallet for autonomous work and a separate ad-spend wallet, so platform cost and media cost never blur into one number.
Ad money is paid on your own ad account, and every budget change is its own approval.
Where this lives
Section titled “Where this lives”- Company → Finance — P&L, cash, runway, the tagging inbox
- Company → Commerce-Ops — money taken through your storefront
- Settings → Billing — plan, credits, wallets
Where to read next
Section titled “Where to read next”- What Autopilot costs — plans and credits
- What Autopilot can do — the full list