Reconcile payouts.
Compute sales tax due.
All on autopilot.

All connections use OAuth — you never paste raw API keys or secret credentials. You click "Connect Stripe," "Connect Square," or "Connect QuickBooks Online," sign in on the provider's own site, and approve the access. PayoutPilot stores the resulting OAuth tokens encrypted at rest and refreshes them automatically. You can revoke access any time from the provider's dashboard or by clicking "Disconnect" inside PayoutPilot.

The OAuth scopes we request are read-only on transaction data (payouts, charges, refunds, invoices, orders, products, prices), plus the minimum write access needed to register the payout webhook in Stripe and post deposits to QuickBooks. We never touch customers' payment methods and never initiate charges.

PayoutPilot pulls all invoices from Stripe and all orders from Square for the selected month. It categorizes each transaction as taxable or exempt, applies your configured state tax rate, and computes the total tax collected. You get a single filing-ready summary with per-source breakdowns and the ability to drill into individual transactions. Monthly reports can also be emailed to you automatically.

PayoutPilot currently handles standard Stripe payouts (the money Stripe deposits to your bank). Platform-specific Connect payouts and transfers are on the roadmap. If you use Stripe Connect, reach out and we'll prioritize it.

PayoutPilot creates a single QBO Deposit for each payout. The deposit has line items for every charge (mapped to your income accounts), refunds, Stripe fees (mapped to your expense account), and sales tax (mapped to your liability account). The deposit total matches the bank feed exactly.

Because the deposit total matches the actual Stripe/Square payout landing in your bank, QuickBooks can Match the deposit to the incoming bank-feed transaction in one click — no manual splits, no re-entry. Your bank reconciliation stays clean.

Yes. Every processed payout has a Revert button that removes the local transaction record and re-queues the payout for processing. PayoutPilot also provides a Delete QBO Deposit action that removes the deposit it created directly from QuickBooks Online, and a full per-payout History view so you can see every action taken on the payout — no manual cleanup in QuickBooks required.

All credentials (Stripe keys, QBO tokens) are encrypted at rest in Supabase Vault. Communication happens over TLS. PayoutPilot never stores full credit card numbers or customer payment details. Enterprise customers can self-host the entire stack.

PayoutPilot includes special mapping categories for unmapped/unknown products, bank deposits, Stripe fees, and sales tax. If a charge doesn't have a Stripe product attached, it falls into the "Unmapped" category which you can map to any QBO account. You can also create new Stripe products directly from inside PayoutPilot — no need to hop over to the Stripe dashboard.

Yes. In Settings → Tax Reports you can schedule an automatic email — choose a day of the month (or daily) and the hour in Eastern Time. PayoutPilot will generate the latest month's sales-tax report and email it to every admin in the org. You can change the schedule or disable it at any time.

The demo at payoutpilot360.com/app?demo=1 signs you into a sample organization ("Acme Music Shop") with canned Stripe, Square, and QuickBooks data. You can click around the reconcile queue, view mappings, try Fetch Payouts and Process Now, expand payouts to preview the deposit, and explore Settings — everything is simulated locally, nothing reaches Stripe, Square, or QuickBooks. Destructive actions (disconnecting, saving mappings, changing schedules) are disabled in demo mode with a friendly notice.