About Pilot

Pilot is a cloud-based accounting solution that assists small to medium-sized businesses with financial reporting and cash flow analysis. Its key features include accounts payable/receivable, bookkeeping, data export, expense calculations, invoice volume, ledger, and reimbursements. The application comes with an accrual-based bookkeeping tool that provides teams with business insights. It allows users to connect their existing services such as Gusto and Expensify and automates data collection. The reporting functionality generates monthly reports which include profit and loss statements, balance sheets, and cash flow statements. Pilot integrates with third-party applications such as Quickbooks and Stripe and supports unlimited transactions and connections. It is available on an annual subscription and support is offered via phone and email.
Pilot Software - 1
Pilot Software - 2
Pilot Software - 1 - thumbnail
Pilot Software - 2 - thumbnail

Pilot pricing

Pilot does not have a free version and does not offer a free trial. Pilot paid version starts at US$399.00/month.

Starting Price:
US$399.00/month
Pricing Details:
Pilot Bookkeeping Core: $599/mo billed annually Select: $849/mo billed annually Plus: Contact Pilot for pricing details. Pilot CFO Services Monthly Engagement: $900/mo billed annually Annual Budgeting & Forecasting: $1500+/yr billed annually Pilot Tax Essentials: Starts at $1950 /yr Standard: Starts at $4500/yr
Free Version:
No
Free trial:
No

Alternatives to Pilot

Bench is the online bookkeeping platform for small business owners. Each month, Bench automatically gathers transaction...

QuickBooks Desktop Enterprise

QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as constructi...
Xero is an accounting system designed for small and growing businesses. Xero connects small businesses with their...

QuickBooks Online Advanced

QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses,...

MYOB Business

MYOB Business accounting software is designed to help businesses of any size across Australia and New Zealand take care...

Sage Business Cloud Accounting

0
Sage One is a cloud-based accounting and invoice management solution for small businesses. It offers core accounting,...

Pilot Reviews

Feature rating

Value for Money
4.5
Functionality
5
Ease of Use
5
Customer Support
5
5 reviews of 18 View all reviews
Max F.
  • Industry: Fund-Raising
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/04/2021

Happy Customer: Bookkeeping, Tax, CFO, R&D

We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach.

Pros

As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R&D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service.

As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine.

Cons

My only regret is not working with them sooner! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do.

Alternatives Considered

Bench

Reasons for Switching to Pilot

I especially loved that Pilot builds on top of existing accounting software like Quickbooks, rather than reinventing the wheel with some proprietary software, and was able to build models in Google Sheets vs. Excel, enabling much better collaboration.
Verified Reviewer
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/04/2021

Great Onboarding Experience and Ancillary Services

Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding to BAU support, the Pilot team has been incredibly responsive and patient with us as we uncovered mistakes that needed to be addressed asap.

Additionally, we realized that we needed some additional reporting for our board and discussed options with the [SENSITIVE CONTENT HIDDEN] services team. It was expensive (for us) but soooo worth it. The added insight that the team provides in addition to the reporting has been invaluable. We've had many conversations about our growth plans etc and I feel like they are an extension of our team.

We had recent conversations about leveraging PIlot for R&D Tax Credits. Although, we ultimately determined that we aren't ready to proceed at this point, I now know what we would need to have in place & the benefit should we decide to proceed in the future.

Pros

I'm someone that appreciates human interaction and Pilot makes it easy to engage with the team when I wanted to. I also love, love the dashboard it's easy to use and interactive.

Cons

I wouldn't say anything is missing - I would love to be able to generate reports directly out of Pilot instead of going to QBO - purely for aesthetic reasons because the format doesn't look the same as the monthly reports the team provides.

Tuto A.
  • Industry: Health, Wellness & Fitness
  • Company size: 11-50 Employees
  • Used Monthly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/12/2021

Pilot lets me focus to grow my business

Awesome, I love it and I recommend it to any entrepreneur opening a business in the US.

Pros

It very easily lets me see what I need to see and understand important matters to clear my mind and focus on what I need to do and what I am good at which will in turn grow my business.

Cons

Nothing bad about the software, but maybe a crash course on accounting and taxes will be nice.

Brianna C.
  • Industry: Outsourcing/Offshoring
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
2
Ease of Use
2
Customer Support
1

1
Reviewed on 19/01/2022

Don't Trust Pilot

Pilot has become my team's most dreaded vendor. Our books were supposed to be complete on November 15, we do not have them over two months later.

Pros

The UI is good however the platform does not give access to any valuable data points.

Cons

Their software automates classifying expenses... we're offered this through [SENSITIVE CONTENT]

Yash B.
  • Industry: Food & Beverages
  • Company size: 2-10 Employees
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 22/12/2021

Food and Beverage Startup - Accounting - Great Experience

Pros

Pilot really made it easier by sifting through and re-organizing our Chart of Accounts. The team we worked with are super knowledgeable and the financial controllers helped us setup our processes to help us scale our business.

Cons

The onboarding process requires a some time to setup correctly; but only has to be done once.
I also hope that Pilot can authenticate all connections added to accounts on a monthly basis so that any changes in credentials dont fall through the cracks.

Related categories