Pilot is a financial services platform designed to simplify bookkeeping, tax preparation, and CFO support for startups and small businesses. It operates by blending automation with expert human oversight to deliver accurate and GAAP-compliant financials. Pilot’s team manages everything from monthly reconciliations to long-term financial planning, allowing business owners to focus on growth while remaining financially sound. The platform integrates directly with tools like QuickBooks Online, streamlining financial reporting and insights in real time. As your business scales, Pilot adapts—offering deeper advisory services and CFO-level guidance. It’s built to serve as the financial backbone for teams that want reliability, insight, and peace of mind.
| Pilot Review Summary | |
| Performance Score | A+ |
| Content/Output Quality | Highly Relevant |
| Interface | User-Friendly |
| AI Technology |
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| Purpose of Tool | Financial management services for startups and SMBs |
| Compatibility | Web-Based; integrates with QuickBooks Online |
| Pricing | Paid plans starting at $199/month |
Who is Using Pilot?
- Startup Founders: Use Pilot to offload financial tasks and stay investor-ready with reliable books and clean reporting.
- Small Business Owners: Rely on Pilot’s tax-ready bookkeeping and monthly summaries to maintain accuracy and compliance.
- Financial Teams: Tap into Pilot’s strategic CFO insights for budgeting, planning, and long-term business forecasting.
- E-commerce Companies: Choose Pilot to manage high-volume transactions and reconcile payments across platforms seamlessly.
Pilot Key Features
| Accurate Bookkeeping | Tax Preparation Services | CFO Advisory |
| Financial Reporting | Real-Time Insights | QuickBooks Integration |
| Scalable Support | Dedicated Finance Experts |
Is Pilot Free?
No, Pilot does not offer a free plan. It provides multiple paid tiers based on your company’s financial needs.
Pilot Pricing Plans
- Essentials Plan – Starting at $199/month: Monthly bookkeeping, financial statements, year-end tax package, email-based support.
- Core Plan – Starting at $599/month: All Essentials features, faster month-end close, enhanced reporting, phone support included.
- Custom Plan – Pricing Based on Needs: CFO services and strategic planning, payroll and AP/AR management, full-service tax preparation, tailored financial oversight.
Pilot Pros & Cons
Pros
- Provides expert-led bookkeeping, taxes, and CFO guidance in one solution
- Grows with your business needs, from startup to scale
- Reliable and GAAP-compliant reports keep you ready for fundraising or audits
- Integrates well with QuickBooks Online for a smooth experience
Cons
- No free trial or entry-level tier for very small teams
- Higher pricing may not suit early-stage bootstrapped startups
- Advanced insights only available in higher plans
FAQs
Does Pilot integrate with other accounting platforms?
Pilot works seamlessly with QuickBooks Online, which supports most financial automation and reporting needs.
Can Pilot help with payroll or accounts payable?
Yes, Pilot offers payroll and AP/AR support through its custom enterprise-level plans.
Is there a long-term contract?
Pilot’s pricing is typically annual, but terms can vary. It’s best to confirm with their onboarding team.
