The best bookkeeping for growing businesses

You didn't start a business to track your cash flow or reconcile accounts. But we did.

Pilot gives you the freedom to focus on your business, knowing you'll receive accurate, detailed books every month.

Why companies like yours choose Pilot

Unmatched accuracy

Get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors.

Expert support and partnership

Get a finance expert dedicated to your business. Beyond managing your books and taxes, we help you select the right payroll provider, offer financial best practices, and more.

Built for growing businesses

With accrual basis bookkeeping and burn rate reports, we are built for growing business’s. We integrate with hundreds of tools like Bill.com, Stripe, and Gusto.

Full service tax prep and financial support

Beyond bookeeping, we're here for your growing financial needs. With Tax or CFO Services, we support everything from filing business income taxes to building investor decks.

Getting started with Pilot is easy

1

Meet your dedicated finance expert

Whether you’re starting fresh or switching 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.

2

Send your transactions — automatically

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.

3

Get your report,
get back to business

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 reports also include metrics that matter for your specific industry. For startups, we calculate your burn rate. For ecommerce, we provide inventory updates.

4

Add tax or CFO
services, if you need it

Need financial help beyond your books? 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.

Get Extended Services, beyond the books

  • Sometimes you need financial support, beyond monthly bookkeeping. With extended services, we can help you pay your bills, and create and send invoices to your customers at an hourly rate. Just tell us where you need the support – we’re here to help.

  • Need more strategic finance support?

    We build investor decks, budgets, and more through our CFO services.

    Learn more about our CFO services →

Pilot has been a fantastic partner, and I honestly don’t think there are any comparable alternatives in the space. Their approach combines a human touch with the efficiency and reliability of an automated process.

Lauren Dachille
Founder, Nimble

Frequently asked questions

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.


How does pricing work?

Our bookkeeping 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.

What are the requirements to start with Pilot?

We have three requirements that allow us to deliver the most accurate books for your business.

  1. Electronic transaction access
  2. Expense reporting software
  3. No commingling of personal expenses

Is support included? Can I ask questions?

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 a business day or less. See our pricing page for more details.

What’s the difference between accrual and cash bookkeeping?

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 and Pilot does accrual from day one so there’s no painful transition later.

Are AR/AP services included?

As AR/AP processing go beyond the monthly bookkeeping close, they are not included in Pilot Bookkeeping unless you’re under the Plus plan. However, we provide AR/AP processing in our Extended Services at an hourly rate for Core and Select customers.

Your full finance stack

Pilot goes beyond bookkeeping to offer everything you need for your business's financial management.

Tax

Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.

Learn more →

R&D Credit

The R&D tax credit could save your business up to $250,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.

Learn more →

CFO Services

Need advanced finance support? Our CFO team is here to help. With expertise in professional services financials, we can help with everything from budgets to project-cost reports.

Learn more →

Get your books right with Pilot