Pilot

If you're buried in bookkeeping, who's leading the company?

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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.

Pricing of Pilot

Essentials

USD 99

month

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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

Core

USD 399

month

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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

Custom

USD

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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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Key Features of Pilot

Key Features:

Budgeting
Financial Management
Invoice
Multi Currency
Accounts payable
Bank Reconciliation
Billing & Invoicing
Accounts Receivable
General Ledger
Analytics
Financial Accounting
Web-based reporting
Expense Management
Payroll Management
Cash Management
Expense Tracking
Vendor Management
Tax Management
Revenue Recognition
Backup
Multi-user Login
Online Banking Integration

Key Specification

Other Categories:	Accounting Software Personal Finance Software Fixed Asset Accounting Software Online Accounting Software Payroll Accounting software Retail Accounting software Fund Accounting Software Accounting Practice Management Software Account Based Marketing Software Trust Accounting Software Auto Dealer Accounting Software Nonprofit Accounting Software Accounting Software For Individuals Accounting Software For Mac Accounting Software For PC Accounting Software For Small Business Accounting Software For Free Free Accounting Software Personal Finance Software For Free Personal Finance Software For PC Financial Analysis Software AI Accounting Software
Deployment:	Cloud Hosted
Customer Support:	Email
Customization:	Yes
Languages Support:	English

Who uses Pilot

Personal

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name:	Pilot
Headquarter:	San Francisco United States
Website:	Visit Website
Social Media:	Facebook LinkedIn

Pilot Description

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.