Pilot: Bookkeeping and Accounting Services
Pilot helps small business owners and startups manage their financial back office. It is designed for teams that need professional bookkeeping and strategic CFO guidance without hiring a full-time executive.
At a glance
- Category
- Finance & Accounting
- Best for
- 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.
- Key use cases
- Preparing for Capital Raising, Managing Monthly Bookkeeping, Tax Compliance Management, Cash Flow Optimization
- Integrations
- QuickBooks Online, Stripe Atlas, Mercury
- Official website
- pilot.com
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
Supports both cash-basis and accrual bookkeeping to maintain financial records.
Handles federal, state, and city income tax preparation and filing for LLCs, S-Corps, and C-Corps.
Provides strategic financial guidance, including custom financial models and budget vs. actuals variance analysis.
Allows users to query financial data for answers about transactions and cash flow.
Supports planning for future expenditures, such as estimating the cost of new hires.
Identifies and calculates qualifying R&D expenses to help businesses claim tax credits.
Use Cases
Setting up investor-ready financials and producing data rooms to support fundraising.
Handling recurring transaction categorization and account reconciliation.
Managing federal and state tax filings for various business entities.
Using financial modeling to track burn rate and plan for growth cycles.
Best For
Integrations
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.
FAQ
Pilot is designed for startups and small businesses, including those in technology, ecommerce, and professional services, who need professional financial management.
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.
No, tax preparation is not included in the bookkeeping subscription and must be purchased as a separate Pilot Tax service.
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
