About Pilot
Pilot is a bookkeeping service platform that pairs software with a dedicated finance team. It provides accounts payable and receivable management, bank reconciliation, and monthly financial statements, plus optional tax prep, R and D credit support, and CFO services. A client portal and integrations with tools like Gusto, Stripe, Expensify, Brex, and BILL simplify data flow. The service is delivered online with account management and community support. Pricing tiers start around $350 per month. It targets growing companies that want reliable bookkeeping and financial reporting without building an in-house team. Key capabilities Dedicated bookkeeping and reporting AP and AR management Monthly financial statements Tax and CFO service options Integrations with finance tools Best for: Growing businesses outsourcing bookkeeping and reporting.
**Review of Pilot Bookkeeper Software** Pilot, launched in 2017, is a comprehensive accounting solution that has rapidly gained traction among small to medium-sized businesses (SMBs). Its primary objective is to simplify the complexities of bookkeeping, tax preparation, and CFO services through a blend of automation and expert support. What sets Pilot apart is its focus on delivering a complete financial management package, ensuring that businesses can manage their finances efficiently and accurately, without the need for extensive manual intervention. One of Pilot's most notable strengths is its user interface. The software features a clean, modern design that is both intuitive and user-friendly. The dashboard is well-organized, allowing users to easily access essential functions such as financial reports, expense tracking, and invoicing. The use of unique design elements, such as the paper airplane icon, adds a layer of simplicity and elegance to the experience. Navigation throughout the software is straightforward, with clear menus and helpful tooltips guiding users through various tasks, making it an ideal choice for users who may not have a deep background in accounting.
Pros & Cons
- +Multiple pricing tiers to choose from.
- +Flexible pricing to match different needs.
- +High-end option available with more features.
- +Potential for scaling as business grows.
- +Fixed monthly pricing for easy budgeting.
- −No details on features included in each plan.
- −Higher-end options may be expensive for small businesses.
- −No mention of customization options.
- −May lack a free trial or basic tier.
- −Unclear if there are discounts for annual commitments
Features
Key features
- Bookkeeping for Growing Businesses
- Provides bookkeeping services specifically designed for the needs of growing businesses.
- Expert Support
- Offers a dedicated team of experts to handle your bookkeeping needs and ensure accurate financial reporting.
- Scalable Services
- Provides flexible bookkeeping solutions that can grow with your business.
- Time-Saving Tools
- Offers a user-friendly portal for communication and streamlined integrations with popular financial tools.
Additional features
- Accounts payable and receivable management
- Bank reconciliation
- General ledger maintenance
- Monthly financial statements (P&L, balance sheet, cash flow statement)
- Real-time account data access
- Tax preparation (business income, 1099 filings, local and federal)
- R&D tax credit claiming
- CFO services (budgeting, fundraising preparation)
- Strategic planning guidance
- Communication and Collaboration
- Dedicated bookkeeping team
- User-friendly online portal
- Integrates with popular financial tools for seamless data flow
Pricing
Monthly plans
Pilot Pro
USD 350
Pilot Starter
USD 499
Pilot Core
USD 699
Countries & Languages
Available in
Interface languages
Billing currencies
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About Pilot
Pilot is a bookkeeping service platform that pairs software with a dedicated finance team. It provides accounts payable and receivable management, bank reconciliation, and monthly financial statements, plus optional tax prep, R and D credit support, and CFO services. A client portal and integrations with tools like Gusto, Stripe, Expensify, Brex, and BILL simplify data flow. The service is delivered online with account management and community support. Pricing tiers start around $350 per month. It targets growing companies that want reliable bookkeeping and financial reporting without building an in-house team. Key capabilities Dedicated bookkeeping and reporting AP and AR management Monthly financial statements Tax and CFO service options Integrations with finance tools Best for: Growing businesses outsourcing bookkeeping and reporting.
Pilot Details
Pilot's In-App Market Place
Does Pilot have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Pilot Pro
USD 350
Pilot Starter
USD 499
Pilot Core
USD 699
Accepted Payment Currencies
USD ($)
Pros & Cons
- Multiple pricing tiers to choose from.
- Flexible pricing to match different needs.
- High-end option available with more features.
- Potential for scaling as business grows.
- Fixed monthly pricing for easy budgeting.
- No details on features included in each plan.
- Higher-end options may be expensive for small businesses.
- No mention of customization options.
- May lack a free trial or basic tier.
- Unclear if there are discounts for annual commitments
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