Open source inspired. Owner operated. Free feedback phase.
Know where your business stands before the day gets away from you.
Clear Pilot Personal brings cash, receivables, bills, follow-up, email, calendar, and tasks into one calm morning view, then helps you act on what matters.
Built for owner-operated businesses using QuickBooks Online. No subscription charge while the product is in the feedback phase.
early-access.txt
status free while we collect feedback
install Windows and macOS desktop app
connect QuickBooks Online, email, calendar
review morning cockpit before work starts
control you approve drafts before anything is sent
Morning cockpit
Mostly okay, with 3 items to review
Operating queuePrioritized
Overdue invoiceNorth Ridge HVAC - $4,200 - draft follow-up ready
Stale quoteElm Street repair - $12,400 - no reply in 11 days
Policy renewalGeneral liability certificate expires in 18 days
TodayFictional data
Cash looks stable if expected receivables land this week. The oldest open invoice and one large quote deserve follow-up before noon.
5 unread finance emails2 customer calls3 open tasks
The daily drag
Running the business should not require opening six systems first.
Clear Pilot turns scattered signals into one daily operating picture.
Cash without context
A bank balance does not tell you what receivables, bills, and commitments will do next.
Follow-up leaks
Quotes cool off and invoices age while the owner handles everything else.
Scattered priorities
Email, calendar, reminders, and business tasks compete for attention.
Everything lives in your head
Customer history and operating details are hard to review, search, or hand off.
How it works
Start with a verdict, not a wall of charts.
Each morning, Clear Pilot summarizes the condition of the business and puts the numbers that matter in context. Planning views use connected data and assumptions, not guarantees.
- 1Connect your operating data
QuickBooks Online, supported email, calendar, and local workspace data.
- 2Open your morning cockpit
Review the briefing, financial snapshot, and operating queue.
- 3Act from one workspace
Follow up, manage tasks, review customers, and track important dates.
Financial visibility
Turn QuickBooks data into an owner-ready view.
Projected cash
Cash plus receivables minus payables, with a visible breakdown and warning line.
Receivables and payables
Review what customers owe, what the business owes, and which items are aging.
Quote leakage
Surface open estimates that have gone stale before revenue quietly slips away.
90-day outlook
See 30-, 60-, and 90-day planning estimates based on available connected data.
QuickBooks health
Review scored data-health findings and export a practical PDF report.
Valuation readiness
View buyer-confidence indicators around clean books, cash confidence, and operating discipline.
Follow-up
See what is slipping, then close the loop.
Clear Pilot combines overdue invoices, stale quotes, cash warnings, and upcoming expirations into one prioritized queue. Snooze an item, mark it resolved, or draft a customer follow-up without starting from a blank page.
DetectPrioritizeDraftReviewSend or copyTrack
Daily workspace
The rest of the day lives here too.
Unified email
Read and manage connected Gmail, Microsoft, and Zoho inboxes; compose, reply, forward, snooze, move, and manage attachments.
Calendar
View upcoming Google and Microsoft events and create, edit, or delete events.
Tasks and reminders
Capture work, set due dates and priorities, receive desktop reminders, and mark items complete.
Customer view
Combine QuickBooks balances, invoices, quotes, contact details, and notes in one customer history.
Documents and notes
Organize links to Google Workspace files, upload files through connected services, and keep searchable operating memory nearby.
Security and control
Built to assist the owner without taking control away.
Clear Pilot is designed around authenticated access, brokered credentials, and owner approval. It helps prepare and organize actions while keeping the final decision with you.
Authenticated access to protected backend operations
Access tokens held outside the React renderer
Credential retrieval only when supported website access is needed
Audit hooks for credential access and login actions
Owner review before AI-drafted follow-ups are sent
Good fit
Designed for the owner still carrying the operating picture.
- You run a service business and use QuickBooks Online.
- You personally watch cash, receivables, and bills.
- Important follow-up depends on memory or manual checking.
- You want practical visibility without hiring an analyst or assembling a BI stack.
- You value guided implementation and direct support.
Free feedback phase
Try Clear Pilot and tell us what would make it useful.
There is no subscription charge right now. The goal is direct feedback from real small-business owners: what helped, what confused you, and what should change before paid availability.
Prefer to install directly? Use the customer download link, then send feedback here after you have used it.
Download the app