One Desktop. Every Account. Every App. Zero Clutter.
App Pilot brings your accounts, applications, and daily workflows into a single organized desktop built for credit unions, community banks, and mortgage companies. Stop switching between windows. Start working.
Three Capabilities, One Workspace
App Pilot replaces the tab chaos and window juggling that slows down loan officers, member service reps, and operations staff every day. Everything your team needs lives in one place.
Browse the Web Inside App Pilot
Access your LOS, core banking, CRM, and web-based tools without leaving the workspace. App Pilot embeds your browser sessions directly into the desktop so your team stays in one environment.
Connect All Your Apps
Outlook, Teams, Encompass, your core processor, document management, and custom line-of-business applications. App Pilot connects them all through a single interface with persistent sessions.
Organize with Workspaces
Group applications by function: lending, operations, compliance, member services. Each workspace saves your layout, open apps, and window positions. Switch between contexts in one click.
Up and Running in Three Steps
App Pilot is designed for fast deployment. No infrastructure changes. No server provisioning. Your team can be productive in their new workspace the same day.
Download from Microsoft Store
App Pilot is available directly from the Microsoft Store. IT admins can push it through Intune or users can install it themselves. The application is lightweight and runs on standard hardware.
Connect Your Applications
Add your web apps, desktop apps, and browser-based tools to App Pilot. The integration wizard walks through each connection. Most teams finish setup within an hour.
Access Your Workspace
Open App Pilot and everything is there: accounts, applications, and workflows organized the way your team works. Saved layouts persist across sessions, so you pick up right where you left off.
Ready to Simplify Your Desktop?
See how App Pilot consolidates your team's applications into one organized workspace. Built specifically for financial institutions that run on Encompass, core processors, and Microsoft 365.
Related Reading
Microsoft 365 Copilot Business for Financial Institutions
How credit unions and community banks are using Copilot Business to accelerate document review, meeting summaries, and daily workflows.
Microsoft 365 Migration for Credit Unions
What to expect when moving your institution to Microsoft 365, from mailbox migration to Teams adoption and SharePoint deployment.
FFIEC CAT to NIST CSF: What Changed
The transition from FFIEC CAT to NIST CSF 2.0 changes how examiners evaluate your cybersecurity program and technology controls.
App Pilot FAQ
Ready to Simplify
Your Desktop?
See how App Pilot brings your accounts, apps, and workflows into one organized workspace built for financial institutions.

