Pilot aims for accuracy and transparency in both our books and how our service works. If anything remains unclear or if you have a question not covered in this FAQ, please send us a message and we will happily get you the answers you need.
Our pricing is a simple monthly subscription where you pay for what you use based on your expense rate in the prior 3 months. There are no hourly charges. If you're on Pilot Core, you can try our service for one month risk free and receive a full refund if you're not satisfied. See our pricing page for more details.
Yes! Support is included as part of your plan — no extra hourly charges to worry about. Your dedicated account manager is happy to answer any questions you might have. We strive to address questions in a business day or less.
Cash bookkeeping only looks at 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.
Generally, our customers are startups, technology companies, and nonprofits with 1–300 employees. But we think Pilot is a great match for any forward thinking company no matter the industry. If you’re not sure Pilot is right for you, please get in touch with us.
No, there are no extra fees for asking questions – in fact, we encourage it.
We understand the importance of predictability and transparency. Every month, we’ll average your prior 3 months of Pilot books to understand your current expense rate. That expense rate feeds into the pricing table above (or the table in your quote) and you’ll be charged the corresponding amount. No hidden fees or tricks.
For pricing purposes, we generally include in expenses all of the money your company spends each month, including payroll, cost of goods sold, and distributions. If a large percentage of your expenses are cost of goods sold (COGS), please reach out to us for a custom quote.
Our goal is simple and transparent pricing. In examining different models, we found that expenses closely reflected business complexity while also having the advantage of being simple to calculate.
If you’re on a monthly plan, you can cancel at any time and we’ll stop billing you in the following month. If you’re on an annual plan and you’re dissatisfied with the service for any reason, you can receive a refund within the first 30 days of your subscription. After the first 30 days, your subscription is non-refundable.
Prepaying significantly reduces your costs because it locks you into a cheaper pricing table than paying monthly. If your expense rate exceeds the amount you’ve prepaid for, you’ll simply get billed the difference that month (at the discounted yearly rate).
Yes, there's an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.
Pilot does all of its bookkeeping in QuickBooks Online because it offers a number of advantages:
If you use Pilot Tax, we will ask you for a list of vendors who require 1099s, follow up with those vendors, and file the forms for you. If you are only using Pilot Bookkeeping, we are not able to file forms 1099 for you.
You have a couple of options for doing your taxes when you use Pilot.
The first option is to use Pilot Tax. Please note that tax preparation is not included in your Pilot Bookkeeping subscription — you must purchase Pilot Tax for those services.
The second option is to use a firm of your choice and have Pilot hand off your prepared books to them. This handoff is included in your Pilot Bookkeeping subscription.
Signing up for Pilot is easy. We think once you experience truly stress-free bookkeeping, you won’t want to go back.