Pilot is a cloud-based financial operations platform that provides bookkeeping, tax preparation, CFO, and accounting services for startups and small businesses. Combining proprietary software with experienced finance professionals, Pilot helps businesses maintain accurate financial records, monitor cash flow, prepare for fundraising, and make informed financial decisions while reducing manual accounting work.
Pilot is a technology-enabled accounting and financial services company designed to simplify financial management for startups, entrepreneurs, and growing small businesses. The platform combines intelligent financial software with dedicated bookkeeping experts, controllers, tax specialists, and CFO advisors to deliver accurate financial records and strategic business insights. Businesses can use Pilot to automate bookkeeping, monitor expenses, analyze cash flow, prepare taxes, and receive financial guidance from experienced professionals. Rather than offering only accounting software, Pilot delivers a managed finance solution where technology handles repetitive tasks while financial experts provide personalized support. The platform integrates with popular banking, payroll, billing, and expense management systems to maintain up-to-date financial information. Pilot also provides real-time dashboards, financial reporting, budgeting assistance, fundraising support, tax compliance, and operational finance services. Its services are primarily tailored for startups, venture-backed companies, and growth-focused businesses seeking scalable financial operations without building an in-house finance team. By combining automation with human expertise, Pilot enables business owners to focus on growth while maintaining financial accuracy and compliance.
- ✓ General Ledger
- ✓ Bank Reconciliation
- ✓ Accounts Receivable
- ✓ Accounts Payable
- ✓ Invoice
- ✓ Billing & Invoicing
- ✓ Financial Accounting
- ✓ Budgeting
- ✓ Financial Management
- ✓ Analytics
- ✓ Multi Currency
- Cash-basis bookkeeping using data from your bank and credit cards
- Standard chart of accounts
- Year-end package for your tax preparer
- Instant AI answers about past transactions and current cash flow plus run scenarios to plan ahead
- Support through in-app messaging
- US-based bookkeeper who handles & explains and reviews your books
- Cash or accrual-basis bookkeeping that pulls from your bank - credit cards- payroll - AP- inventory and payment platforms
- Bill management for up to 10 vendor bills per month
- Custom chart of accounts
- Reports on the 10th business day
- Support from your dedicated team in-app - email and over the phone
- Keep your existing QuickBooks account and historical data
- Support for complex business structures
- Custom workflows and reporting
- Reports on the 6th business day
- Full accounts receivable
- Full accounts payable
- Payroll administration
- CFO advisory- financial planning and fundraising support. Connect with your dedicated CFO in-app- by email- phone or Slack
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Pilot offers 3 pricing plan(s):
- Essentials — USD99.00 month
- Core — USD399.00 month
- Custom — USD0.00
Pilot is a Accounting Software solution. Top features include:
- General Ledger
- Bank Reconciliation
- Accounts Receivable
- Accounts Payable
- Invoice
Yes, Pilot offers a 0-day free trial.
Pilot provides Email support.
Pilot is Cloud Hosted software.
Pilot provides Help Guides,Video Guides for training.
