Turn meetings into audit-ready timesheets. Automatically.
BillPilot syncs your calendar, generates AI-suggested time entries, and produces clean billing exports — so your team can focus on deals, not admin.
Everything you need to track time and bill accurately
Purpose-built for PE portfolio operations. From calendar sync to signed invoices, every feature is designed for governed, multi-tenant workflows.
Calendar Sync
Connect Google or Microsoft 365 calendars. Meetings automatically become time entry suggestions.
- One-click OAuth connection per user
- Read-only access — never writes to your calendar
- Domain matching maps events to portfolio companies
- Executive classification for billing tiers
Smart Time Entries
AI-suggested entries from calendar events. Review, adjust projects, and submit for approval in seconds.
- Auto-populated from calendar with confidence scores
- Manual entry support for off-calendar work
- Project and task linking with search
- Governance tags for write-offs and goodwill
Approval Workflows
Manager-reviewed timesheets with configurable auto-approval, period locks, and real-time status tracking.
- Submit → Review → Approve → Invoice pipeline
- Auto-approval option per PE firm
- Approval reminders on a schedule
- Full audit trail on every transition
Invoicing & Exports
Generate invoices from approved time, issue PDFs, and export billing data in clean CSV bundles.
- Create, issue, mark paid, void, or credit-rebill
- Per-company CSV exports with signed URLs
- Configurable export columns and retention
- Accounting-ready ZIP bundles by OpCo
Portfolio Analytics
Track utilization, service intensity, billable ratios, and rate leakage across your entire portfolio.
- Weekly utilization snapshots per user
- Dashboard metrics with trend indicators
- Write-off and goodwill tracking
- AI-powered insights and natural language queries
Projects & Task Management
Organize work with projects, tasks, dependencies, and multiple views including Kanban and Gantt.
- List, Kanban, Gantt, and Grid views
- Task dependencies and resource allocations
- Plan vs. actual tracking per project
- Allocation alerts for overcommitted resources
From calendar to invoice in 3 steps
No spreadsheets. No manual data entry. No context switching.
Connect
Link your Google or Microsoft 365 calendar. One click, read-only access. We never write to your calendar.
Review
AI matches meetings to portfolio companies by domain. Review suggested time entries, adjust, and submit.
Bill
Managers approve timesheets. Generate invoices and audit-ready CSV exports in seconds.
Built for every role in portfolio operations
Each role sees exactly the data and actions they need. Nothing more, nothing less.
PE Firm Admin
Full platform visibility across all PE firms. Switch context, manage tenant settings, oversee all data.
Manager
Run your PE firm day-to-day. Invite users, approve timesheets, manage portfolio companies and contacts.
Finance
Full data visibility plus billing controls. Generate invoices, manage exports, and close periods.
Partner
View projects assigned to you, track your own hours, and see invoices for your portfolio companies.
Member
Your calendar, your timesheets, your tasks. Connect calendars, log time, and submit for approval.
ReadOnly
Full visibility, zero write access. Perfect for auditors, stakeholders, or compliance reviewers.
Enterprise-grade security, by design
Every layer of BillPilot is built with multi-tenant isolation, encryption, and audit-readiness.
- Tenant-isolated DynamoDB with per-request scope
- OAuth tokens stored in AWS Secrets Manager
- Role-based access control on every API endpoint
- Immutable, append-only audit logs
- Read-only calendar access — we never write to your calendar
- JWT-based authentication with Cognito
Ready to stop wrestling with spreadsheets?
Start tracking time in under 2 minutes. No credit card required.
No credit card required · SOC 2 ready · 99.9% uptime