Pilot
Bookkeeping, tax, accounting, and CFO advisory services for startups and small businesses
| What is it | Bookkeeping, tax, accounting, and CFO advisory services for startups and small businesses |
|---|---|
| Pricing | Paid — from $99/mo |
| Free tier | No |
| Platform | Web Application |
| API | Yes |
| Best for | tracking company expenses and identifying waste, modeling cash flow scenarios for hiring decisions |
| Domain registered | 1993 |
Data updated Aug. 1, 2026
What does Pilot do?
Pilot provides comprehensive financial services for startups and small businesses, handling bookkeeping, tax preparation, accounting, and strategic advisory work. The service combines software tools with human expertise—offering real-time financial dashboards for immediate insights while providing access to experienced CFOs and financial operators who offer strategic guidance. This dual approach gives businesses both the data visibility they need and the expert interpretation to make informed decisions.
The platform helps track company expenses in real time, model cash flow scenarios, maintain IRS-ready books year-round, and prepare investor-ready financials. What sets Pilot apart is its team of US-based financial advisors who have actual experience as CFOs, investment bankers, and startup operators. They provide context-specific advice rather than generic accounting services.
Startup founders and small business owners benefit most from Pilot, particularly those experiencing rapid growth, preparing for fundraising rounds, or planning exits. The service helps solve common financial pain points like cash flow management during expansion, creating financial projections for investors, identifying profit-draining expenses, and building financial foundations for acquisition readiness.
Key features
What makes it stand outWho is Pilot for?
Who benefits most from this toolPricing
Essentials
- 100,000 monthly expenses
- Cash-basis bookkeeping using data from your bank and credit cards
- Standard chart of accounts
- Year-end package for your tax preparer
- Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
- Support through in-app messaging
Core
Everything in Essentials, plus:
- 9,000 monthly expenses
- US-based bookkeeper who handles, explains, and reviews your books
- Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
- Custom chart of accounts
- Reports on the 10th business day
- Support from your dedicated team in-app, email, and over the phone
Custom
Everything in Core, plus:
- Keep your existing QuickBooks account and historical data
- Support for complex business structures
- Custom workflows and reporting
- Reports on the 6th business day
- Full accounts receivable
- Full accounts payable
- Payroll administration
- CFO advisory, financial planning, and fundraising support
Trust & presence
Gallery
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