PILOT

PILOT

(4.8)
Paid
Web
Best for: Pilot Bookkeeping & CFO Services – Scalable Financial
PILOT preview
229 upvotes
58 bookmarks
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Our Verdict

Pilot is a reliable financial back-office service, ideal for startups and growing businesses. Combining expert financial professionals with automation, it offers scalable services from basic bookkeeping to strategic CFO insights. With timely, clean, and actionable reports, and seamless QuickBooks Online integration, Pilot delivers enterprise-level clarity, serving as a trusted financial partner.

About PILOT

Pilot provides reliable financial back-office services tailored for startups and expanding businesses. By combining expert financial professionals with automation, Pilot handles bookkeeping, taxes, and CFO strategy in an integrated manner. The platform's scalability is particularly impressive, accommodating early-stage founders needing basic bookkeeping to high-growth teams requiring strategic insights. Reports are delivered in a timely, clear, and actionable format. Seamless integration with QuickBooks Online simplifies the transition for users. Pilot offers enterprise-level clarity without the overhead, serving as a trusted financial partner for businesses seeking to eliminate spreadsheet juggling or unreliable freelance accountants.

Review Summary

Performance Score
A+
Content/Output Quality
Highly Relevant
Interface
User-Friendly
Rating
4.8/5
Features 4.7
Accessibility 4.8
Compatibility 4.9
User Friendliness 4.9

Who Is This Tool Best For?

  • 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.

Key Features

Accurate Bookkeeping
Tax Preparation Services
CFO Advisory
Financial Reporting
Real-Time Insights
QuickBooks Integration
Scalable Support
Dedicated Finance Experts

Pricing Plans

Essentials Plan

$199/month
  • Monthly bookkeeping
  • Financial statements
  • Year-end tax package
  • Email-based support

Core Plan

$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

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

Frequently Asked Questions

Pilot works seamlessly with QuickBooks Online, which supports most financial automation and reporting needs.
Yes, Pilot offers payroll and AP/AR support through its custom enterprise-level plans.
Pilot’s pricing is typically annual, but terms can vary. It’s best to confirm with their onboarding team.

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