For tax & accounting firms

A budgeting app your clients will actually use — and you'll be glad they did.

Budget Pilot is a low-cost Mint replacement, built by a CPA. Clients get real forward-looking budgeting and debt payoff planning year-round. You get clients who show up at tax time already organized, with an Income Statement, Balance Sheet, Cash Flow Statement, and Tax Summary ready to hand you — not a shoebox.

Partner with us See the client-facing pitch

The problem you already know

Tax season starts with reconstruction, not review.

Most clients don't track anything year-round. What should be a quick review turns into hours of recategorizing transactions and chasing down what a number actually was.

Shoebox in, shoebox out

A folder of statements and a vague memory of what happened, instead of a categorized year ready to go.

Billable hours on cleanup

Time spent reconstructing a client's year is time not spent advising them on it.

No visibility until it's over

By the time you see the numbers, the year that produced them is already closed.

What your clients get

Clients who track their finances year-round hand you a clean file, not a mess.

Budget Pilot organizes a household's finances continuously, so the reports you need already exist when you need them:

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CPA-ready reports, always current

A real Income Statement, Balance Sheet, Cash Flow Statement, and Tax Summary, grouped into the categories a preparer actually needs — designed by a licensed CPA, so you get a head start, not a replacement for your review.

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Real forward-looking budgeting

Clients plan a category's spending before the month happens, not after — so the numbers you see reflect a year they actually managed, not one they're reconstructing from memory.

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Debt payoff, fully included

Avalanche or snowball strategy and a real projected debt-free date, included free — a healthier client balance sheet, without you having to build the plan yourself.

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Built for the whole household

One clear picture for blended families, multiple incomes, or multi-generation households — with per-person breakdowns whenever a return needs them.

Mark Chapman

CPA

AZ #18224

From a fellow CPA

“I built Budget Pilot because I was tired of watching clients arrive at tax time with a shoebox.”

The category structure, the debt split logic, the Tax Summary — all of it is designed around what you actually need to do your job, not what looks good in a demo. Debt payments are correctly split into interest (expense) and principal (transfer). Every report is structured the way a preparer needs to see it.

About the founder →

Partnering with us

Recommend Budget Pilot. We'll make it worth your while.

We're building this out with a handful of firms first, by hand — here's the shape of it so far.

You recommend it to clients

Point clients who need better financial organization to Budget Pilot — low cost, no upsell for the features that matter most.

We talk about what fits your practice

Every firm is different. Leave your info below and we'll reach out personally to figure out what a partnership should look like for you — pricing, referrals, or both.

Referrals flow back to you

We're building a directory so clients who don't already have a CPA can find one — partner firms get first consideration as it opens up.

Get in touch

Tell us about your firm.

A few details and we'll follow up personally — no automated pitch, just a conversation about whether this is a fit.

No spam, no mailing list — this goes straight to Mark Chapman, CPA (AZ #18224).