AI TOOL PROFILE
Pilot: Bookkeeping and Accounting Services
- Finance and Accounting
- Financial Planning
- Startups
- Small business owners
- Growth-minded companies
- Professional services firms
- Ecommerce businesses
Pricing
Bookkeeping plans start at $99/month, while tax services start at $1,000/year for Single Member LLCs. CFO services range from $1,750 to $5,250 per month. R&D credit service charges 20% of total credit received.
At a glance
- Best for
- Startups, Small business owners, Growth-minded companies, Professional services firms, Ecommerce businesses
- Key use cases
- Preparing for Capital Raising, Managing Monthly Bookkeeping, Tax Compliance Management, Cash Flow Optimization
- Integrations
- QuickBooks Online, Stripe Atlas, Mercury
- Official website
- Visit pilot official website
How AI is used
Pilot is a financial services provider that combines software with human accounting expertise to handle bookkeeping, tax filing, and CFO advisory. It is designed for startups and growth-minded small businesses that require professional accounting support.
The service supports businesses in maintaining books through cash or accrual basis bookkeeping and helps with tax compliance for various entity types. For those needing high-level strategy, it offers CFO services that support cash flow modeling and financial planning.
Buyers should confirm that the service is not a public accounting firm and requires certain prerequisites to start, such as electronic transaction access and a policy against commingling personal expenses with business funds.
Key Features
Bookkeeping Services
Supports both cash-basis and accrual bookkeeping to maintain financial records.
Tax Filing
Handles federal, state, and city income tax preparation and filing for LLCs, S-Corps, and C-Corps.
CFO Advisory
Provides strategic financial guidance, including custom financial models and budget vs. actuals variance analysis.
Pilot AI
Allows users to query financial data for answers about transactions and cash flow.
Cash Flow Scenario Modeling
Supports planning for future expenditures, such as estimating the cost of new hires.
R&D Tax Credit Recovery
Identifies and calculates qualifying R&D expenses to help businesses claim tax credits.
Use Cases
Preparing for Capital Raising
Setting up investor-ready financials and producing data rooms to support fundraising.
Managing Monthly Bookkeeping
Handling recurring transaction categorization and account reconciliation.
Tax Compliance Management
Managing federal and state tax filings for various business entities.
Cash Flow Optimization
Using financial modeling to track burn rate and plan for growth cycles.
Integrations
- QuickBooks Online
- Stripe Atlas
- Mercury
FAQ
Who is Pilot designed for?
- Pilot is designed for startups and small businesses, including those in technology, ecommerce, and professional services, who need professional financial management.
What is the difference between the bookkeeping plans?
- The Essentials plan starts at $99/month for basic books, while the Core plan provides a dedicated US-based bookkeeper and supports more complex reporting needs.
Does Pilot include tax preparation in its bookkeeping subscription?
- No, tax preparation is not included in the bookkeeping subscription and must be purchased as a separate Pilot Tax service.
What are the requirements to start using Pilot?
- Pilot requires that businesses have electronic transaction access, use expense reporting software, and do not commingle personal and business expenses.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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