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Get Instant Answers with Pilot AI

Get Instant Answers with Pilot AI

Written by 
Justin Wiguna
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Published: 
August 11, 2025
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Get Instant Answers with Pilot AI

All Pilot customers now have access to Pilot AI, a 24/7 financial chat advisor built into your books. 

Whether you’re a founder trying to get a handle on burn, or a business owner making pricing decisions, Pilot AI makes it easier to run your business with clarity.

Pilot AI is a new way to interact with your finances: simply ask questions, get trusted answers. It pulls from your human-verified books, ensuring accuracy. It’s the first conversational AI bookkeeping feature of its kind.

Get instant answers to questions like

  • “Why did our margin drop last quarter?”
  • “‘What’s my 1-minute executive summary of Q2 revenue and cash burn?”
  • “If we raise prices by 5% next month, how does that change ARR and runway?”

Answers are immediate, in plain English (or any language you want -- ¡pruébalo!). And because it’s built directly into the Pilot Portal, everything stays secure and private to your company.

Pilot’s AI assistant has completely changed how I interact with my financials. I can just ask things like, ‘What were our top three expenses this month?’, ‘How do fixed costs compare to last quarter?,’ or ‘Are we on track to hit our revenue targets?’ and get an instant, clear answer. It’s not just faster; it’s smarter. I don’t have to dig through spreadsheets or wait for a report. Even better, I can let my business partners ask the questions themselves instead of coming to me 😉. It’s like giving everyone on the team financial superpowers.”
—Sofia Quintero, CEO, Pure n Natural Systems

And of course, if you want to talk through the output, you can message your Pilot bookkeeper right from the portal. The AI is here when you want it, your expert team is here when you need them.

There’s nothing new to install, turn on, or pay for. If you’re a Pilot customer, you already have access.

We built Pilot AI to give you instant access when you want it, paired with the expert guidance when you need it that Pilot is known for. This isn’t the future of finance, it’s just how it should work now.

Ask your books anything. Every question gets a smart answer, no matter how basic it seems.

Log in to your Pilot account to try it now.

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See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.