Whether you’re starting fresh or switching bookkeeping services, getting started is simple. Your dedicated finance expert is there from the beginning: they will get you onboarded, learn the ins-and-outs of your finances, and partner with you as your business grows.
Say goodbye to exporting CSV files and emailing attachments. Pilot seamlessly integrates with the services your business already uses, like Quickbooks, Gusto, and Expensify. Your finance expert will collect initial details and from there the process is reliable and accurate.
Each month, you'll get a detailed report containing your profit and loss, balance sheet, and cash flow statement for the prior month. Your monthly financial reports also include metrics that matter for your specific industry. For startup bookkeeping, we calculate your burn rate. For ecommerce stores, we provide inventory updates.
Need financial assistance beyond your bookkeeping? You can add additional services to get the support you need. From invoicing your clients to building budgets, we’re here to support your growing business.
Sometimes you need financial support, beyond monthly bookkeeping. With Pilot's additional services, we can help you pay your business bills, and create and send invoices to your customers at an hourly rate.Contact Us for Support →
We build investor decks, budgets, and more through our CFO services. Outsourcing your CFO needs can help streamline fundraising and financial planning for your business.Learn more about our CFO services →
Pilot has proven to be a truly invaluable service. The amazing responsiveness and delivery of thorough guidance and time-sensitive financials demonstrate an impressive care and commitment regarding our business.
Bookkeeping is an important foundation for any business, so we understand if you have questions. We address common concerns in our FAQ – but always feel free to reach out with specific questions.
Our bookkeeping services and tax plans are based on an annual subscription model with transparent pricing that scales with your expense rate and your business needs such as connected institutions, bills, and invoices. See our pricing page for more details.
We have three requirements that allow us to deliver the most accurate books for your business.
Yes! Support is included in your plan. Your dedicated finance expert is happy to answer any questions you might have. We strive to respond to inquiries in one business day or less. See our pricing page for more details.
Cash bookkeeping only tracks when money enters or leaves a bank account. Accrual bookkeeping is a more sophisticated approach that records when the money was earned or owed. Most larger companies use accrual basis bookkeeping and Pilot does accrual from day one so there’s no painful transition later.
They are not included by default, but you can add them to any plan. Please ask your sales rep for details.