Get Clear Cash Views with New Graphs and Dashboards

Pilot customers can now see improved cash view dashboards, a live look at where your money is and what's changed. 

Whether you’re a founder trying to get a handle on monthly cash flow, or just someone who doesn’t want to open five tabs to check your cash, these views make it easier to run your business with clarity.

Most founders and business owners we talk to constantly track money coming in and going out, but the data lives in too many places. You pull up your bank account, scroll your credit card feed, scan the profit and loss statement in QuickBooks, and try to sum it all up in a spreadsheet.

That’s over.

Pilot’s improved cash view dashboards give you a clean, up-to-date look at your cash—across bank accounts, credit cards, withdrawals and deposits, past and present—in one place.

Dashboards include:

• Cash Flow: See cash in and out across the past 12 months
  
• Cash Balance: Track your net balance with positive (cash) and negative (credit cards) shown together
  
• Change in Cash: Understand what changed and why, by month or by week
  
• Cash Spend: Track total outflows over time, no digging required
  

These aren’t static reports, they update live as transactions come in, giving you visibility you usually only get from a spreadsheet (or three). 

We built these cash views to give you instant access when you want it, paired with the expert guidance when you need it that Pilot is known for.

Log in to your Pilot account for a new view of your cash trends.