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.
Performance Score
A+
Content/Output Quality
Highly Relevant
Interface
User-Friendly
AI Technology
- Machine Learning
- Automation
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.
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
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
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
