Snapshot
Continue to About ↓- What it does
- Pilot is a managed financial back-office service that combines software with human finance experts to handle bookkeeping, tax preparation, and CFO advisory work for startups and small businesses.
More detail
- Clients get an AI-assisted bookkeeping platform plus a dedicated team, with optional CFO plans for modeling, forecasting, fundraising, and board reporting.
- Best for
- High-growth startups and small businesses that want clean books plus strategic finance guidance—cash flow, runway, hiring scenarios, investor-ready reporting—without building an in-house finance team.
More detail
- Also fits US entities needing bookkeeping and tax filing bundled together.
- Pricing
- Bookkeeping is an annual subscription that scales with monthly expense volume: Essentials from $99/month (up to $100,000 in monthly expenses, cash basis), Core starting at a $0/month floor billed annually (price rises with expenses and complexity
More detail
- accrual/cash with a US bookkeeper), and Custom price
- Main limitation
- Foreign (non-US) entities, which Pilot does not support, and companies unable to provide electronic transaction access, expense-reporting software, or separately tracked business expenses.
More detail
- Businesses wanting fully self-serve software only, or a licensed public accounting firm, should look elsewhere.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- Pilot is a managed financial back-office service that combines software with human finance experts to handle bookkeeping, tax preparation, and CFO advisory work for startups and small businesses.
- Clients get an AI-assisted bookkeeping platform plus a dedicated team, with optional CFO plans for modeling, forecasting, fundraising, and board reporting.
What it helps with
- Books are messy or behind, diverting founder time from running the business
- Cash flow and runway are unclear, making hiring and spending decisions risky
- Financials are not investor- or lender-ready ahead of a fundraise or acquisition
- Tax time arrives without IRS-ready, compliant books
- Founders lack strategic finance guidance on cost-cutting, pricing, and growth scenarios
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Bookkeeping (cash or accrual) | Yes | AI categorization, reconciliation, and monthly close; Essentials is cash basis, Core and Custom offer accrual. Reports on the 10th business day (Core) or 6th (Custom). |
| Dedicated human bookkeeper | Limited | US-based bookkeeper included on Core and Custom; Essentials is AI-driven with in-app messaging support. |
| Tax preparation | Yes | Pilot Tax covers federal, state, and city filing, 1099-NEC e-filing, and Delaware franchise tax; must be purchased with Pilot Bookkeeping. |
| CFO advisory | Yes | Separate paid plans for financial modeling, budgets vs. actuals, cash and runway optimization, fundraising/M&A support, and board prep. Not a full-time or part-time officer. |
| Accounts payable / receivable | Limited | Available as an add-on, not included by default. |
| Payroll administration | Limited | Offered within Custom plans and as an add-on; not standard. |
| QuickBooks retention | Limited | Keeping an existing QuickBooks account and history is a Custom-tier option. |
| Integrations | Yes | Site states 10,000+ integrations spanning banks, payroll, payment processors, and spend tools. |
| Grant reporting / SBIR guidance | No | Stated as not provided. |
| Non-US entity support | No | Foreign entities not supported; only US entities, including those with foreign subsidiaries. |
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Evidence
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- Scribble researched these facts from the linked public sources.
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- Last reviewed
- Primary source
- pilot.com
Technical profile details
Record ID
face441f-9943-4a6e-b020-e6e38308e58eCanonical URLhttps://profiles.scribble.network/listing/pilot-face441f