Pilot

Pilot handles bookkeeping, tax, and CFO services for startups, combining software with dedicated finance experts.

Overview

Pilot is an accounting service built for startups. It pairs automation with a dedicated accountancy team to deliver accurate monthly books, tax filing, and financial statements, all in a clean dashboard. Its system integrates with payroll, banking, and expense tools so transactions are categorized correctly, and CFO services add budgeting, forecasting, and fundraising support. Founders get finance operations without hiring a finance team.

Pilot’s model is deliberately hybrid: software handles categorization and reconciliation while accountants own accuracy and judgment calls. Founders get monthly close packages, tax filings, and investor-ready statements without building an internal finance function.

Key Features

• Automated bookkeeping with human accountants
• Monthly financial statements and reporting dashboards
• Tax prep and filing for startups
• Integrations with banks, payroll, and expense tools
• CFO services: budgeting, forecasting, fundraising support
• R&D tax credit support

The hybrid model is the point: automation handles volume, humans handle judgment. Founders report that monthly reviews shift from fixing categorization errors to actually discussing financial strategy — the reason to outsource bookkeeping in the first place.

Pricing

Pilot prices by company stage and transaction volume with monthly subscriptions; prospective customers contact sales for a quote.

Who Is It For

VC-backed startups and small businesses that want reliable books and finance support without building an internal team.

FAQ

Is Pilot free to use?

No; Pilot is a paid service with quote-based monthly pricing.

Does Pilot offer an API?

Pilot integrates with the startup finance stack through software connections rather than a public API.

How does Pilot compare to alternatives?

DIY software like QuickBooks is cheaper but requires your own bookkeeping; Pilot delivers done-for-you accounting with software convenience.

Does Pilot handle taxes?

Yes, tax preparation and filing are offered alongside monthly bookkeeping.

What tools does Pilot integrate with?

Banking, payroll, and expense platforms connect so transactions flow in automatically.

What size companies does Pilot serve?

Startups and growing small businesses are the core customer profile.

Can Pilot help with fundraising?

Yes, CFO services include financial modeling and investor-ready reporting support.

Is Pilot suitable for e-commerce businesses?

Yes, transaction-heavy ecommerce books are handled alongside typical startup needs.

Does Pilot support accrual accounting?

Yes, both cash and accrual accounting methods are supported by the service.

What makes Pilot different from bookkeeping software?

Pilot combines software automation with dedicated accountants, delivering done-for-you books rather than tools you must operate yourself.