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.
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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

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Pilot Reviews

Feature rating

Value for Money
4.5
Functionality
5
Ease of Use
5
Customer Support
5
5 reviews of 4,860 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.

Lars A.
  • Industry: Information Services
  • Company size: 11-50 Employees
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 06/04/2021

Pilot is a helpful ally for a small business

Overall, I am very happy with the service that Pilot provides. I like the software that they offer and I'm excited to see how they continue to iterate and set an even higher bar.

Pros

A consolidated tool for both bookkeeping and tax preparation has been very helpful.
- Adding a new account or connection is easy
- I'm able to see the status of my corporate tax filing
- Contacting my tax representative is easy
- Vendors and transactions are in a centralized repository

I'm prompted for input once a month or when deadlines arrive to sort and code a short list of new vendors or unusual transactions, but otherwise the Pilot portal (and service) allows me spend more time focused on taking care of my employees and running the business.

Cons

I hope to see Pilot build out features for greater account customization and security in the coming months:
- Two factor authentication (2FA) or multi-factor authentication (MFA) made available
- Dashboard for updating email, password, security features
- Dashboard for adding/removing users and setting a security policy (ex: 2FA)
- Contact information for my bookkeeping team embedded into my Pilot dashboard the same way that it is for my Pilot tax team

Abby S.
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 23/07/2021

Great solution for startups pre-finance hire

Overall, Pilot has been terrific. The Bookkeeping team is quick to respond and has been incredibly accommodating with time-sensitive requests from our team. The Tax Product has also been valuable and required much less oversight to manage than our prior tax filings.

Pros

Pilot allows us to focus on running our business without stressing about our books. Our Bookkeeping team highlights the transactions or trends we need to be aware of, allowing us to take action quickly and understand our financial status at a glance. I love Pilot because it gives me the peace of mind that our books are in order and that we have access to a team of professionals to steer us in the right direction. Finance and accounting can be unapproachable for a generalist, and Pilot makes bookkeeping and financial management comprehensible and actionable.

Cons

The portal to classify transactions and provide notes on unrecognized vendors or classifications continues to improve, but can be buggy.

Camilla H.
  • Industry: Consumer Services
  • Company size: 2-10 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/04/2021

I tell all my founder friends to use Pilot!

Pros

Pilot is brilliant at doing exactly what it promises: taking over the accounting and back office work of running a company so that you (the founding team) can focus on actually building your product. Pilot also does an exceptional job delivering great value for much less than any of their competitors — a testament to the strength of their technology. Lastly, the humans at Pilot are amazing. Every time I’ve had a question, from the most basic to truly arcane accounting and tax questions, all I have to do is email my account manager and he proactively pulls in the needed expertise from the larger Pilot team. I am simply so grateful this service exists; it has fundamentally changed the way I get to run my company.

Cons

I’m excited to see what new features Pilot rolls out in the future. A founder community where we could ask accounting and finance related questions would be amazing, for example.

Alternatives Considered

Bench

Reasons for Switching to Pilot

Better value for the price, better product, and better service. I know that Pilot can scale with my startup.

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