Pilot is a bookkeeping, tax and CFO services company for startups and small businesses. Its team categorizes transactions, reconciles and closes your books on a schedule, and prepares reports for your tax preparer.
Pilot keeps your books in QuickBooks Online and uses accrual accounting from day one. Its AI Accountant takes care of categorizing transactions, reconciling accounts and identifying vendors, and flags unusual items such as duplicate charges, unexpected amounts or new vendors for a person to review. You get P&L, balance sheet and cash flow statements, and dashboards show cash, burn rate and runway as transactions come in. Pilot AI sits inside the Portal, letting you get answers without digging through spreadsheets.
Pilot says it specializes in high-growth technology startups, ecommerce providers and professional services. Pilot Tax covers federal, state and city income tax preparation, and Pilot helps businesses with all aspects of claiming R&D tax credits. Through its Fundraising Strategy & Support package, Pilot’s CFOs can help with strategy, your pitch story and building a deck. Pilot’s FAQ notes that many Pilot Tax customers started with Pilot halfway through the year.
Pilot connects to your banks, payment processors, payroll systems and business tools through secure API connections, and once you authorize a connection, data flows into your books automatically. It names tools such as Mercury, Stripe, Gusto, Ramp and Shopify. Pilot keeps an eye on integration health and lets your team know if data stops coming through. If you come from Xero, Pilot makes monthly journal entries in QuickBooks from your Xero account totals. A dedicated finance expert answers your questions, and Pilot notifies you by email and in the app once your books are done.
Essentials covers smaller businesses, larger businesses move to Core or Custom, and tax and CFO services can be added. Current prices are in the pricing box above.