For accounting and CPA firms

More clients shouldn't mean more staff.

Pilot’s AI handles the bookkeeping — from onboarding to close — so your team can run the full bookkeeping cycle for far more clients than they could manually. You keep the client relationship. You keep the margin.

Ready to learn if it’s a fit?

Trusted by growth-driven businesses like
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Why firms partner with Pilot

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"To partner with someone who has the technology allows me just to relax and to do what I know, what I'm best at, what I enjoy the most, let Pilot worry about the technology."

Amy Philips
Owner, Tristar CPAs
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"A year from now with Pilot as my partner, I see a business that is more intentional, more resilient, and more focused on analysis and decision making, not manual effort."

Nathalie Pellot-Aguila
Founder, Journalyzed
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"Pilot's product is helping me do the reconciliation, close the books faster. My clients get their balance sheet, their profit and loss, their statement cash flow, reports quicker, and everyone's happy."

John Peterson
Owner, Peterson Digital Bookkeeping

A fundamentally better way to run accounting

Pilot isn’t a collection of tools. It’s a unified operating system designed to change how accounting is done - making it faster, clearer, and more valuable for both you and your clients.

These capabilities work together to eliminate manual overhead, increase reliability, and help you move from commodity bookkeeping to trusted advisor.

Agent-First Bookkeeping
Statuses Everywhere
Reliable Integrations
Advisory Engine
Unified Collaboration Hub

Agent-first bookkeeping + AI Close Assistant

Replace navigation with intent. Close faster with confidence.

For Accountants
  • Every month, Pilot automatically attempts the full close, you just review the results, not manage the workflows.
  • AI actively guides categorization, surfaces exceptions, and tracks close readiness.
  • Clear statuses show what’s automated, in progress, blocked, or needs your attention.
For clients
  • Clients get faster, more reliable closes. Books done automatically within days, not weeks - all without the back-and-forth.
  • Client relationships shift from task management to trusted advisory.
Bookkeeping becomes proactive and easier to scale.

Statuses everywhere

Instant operational clarity across every client at every stage.

For Accountants
  • See the close status of every client in a single dashboard, no chasing down your team for updates.
  • Know where your attention will have the highest impact.
  • Simplify delegation and review as your firm grows.
For clients
  • Consistent, high-quality service regardless of which team member is on their account
  • Faster response times because your team always has full context
Run a larger book of business with the same team, or a leaner one.

Integrations built for reliability

When integrations simply just work, reconciliation becomes effortless.

For Accountants
  • Plaid-powered connections to 10,000+ financial institutions, including your clients’ favorite tools like Stripe, Square, Gusto, Bill, Clio, and more.
  • Pre-mapped integration means clean data flows with faster reconciliations.
Reconciliation becomes the easiest part of your month with reliable integrations

Go from commodity bookkeeping to valued advisory

Built-in support for trusted advisor relationships.

For Accountants
  • AI highlights cash-flow risks, unusual activity, and growth opportunities.
  • Clear narratives explain what changed and why it matters.
  • Turn month-end reviews into proactive advisory conversations.
Higher retention. Stronger trust. Increased differentiation from commodity providers.

Unified client collaboration hub

Contextual, auditable, and fast.

For Accountants
  • All client communication get tied directly to transactions and outcomes.
  • Get full context and audit trails in one place.
  • Clear accountability across your team.
See every client interaction in one place with full context

How it works

Get set up

Connect client's QuickBooks, banking, and key tools.

Let AI do the heavy lifting

Pilot categorizes nearly all of the transactions automatically; you review flags and approve.

Month close with confidence

Follow the checklist, deliver insights, and move to advisory conversations.

Ready to get started?

Talk to us about your firm

Frequently asked questions

Who is a fit to work with Pilot?

The ideal Local Partner is a firm that's ready to offload the manual work of bookkeeping so they can focus on what they do best.

We automate the bookkeeping. You own the relationship, the advice, and the growth.

Whether you serve 20 clients or 200, if you're running an established practice and looking for a trusted, automated back-end that lets you scale without adding overhead, this program was built for you.

Is Pilot a good fit for accounting and tax firms where bookkeeping is just an input to my service?
Yes. If bookkeeping is an input to your core work such as tax preparation, CFO advisory, strategic consulting, Pilot handles it end-to-end, automatically, with accuracy you can trust. Your team shows up to every client conversation with clean, current financials already done.
Is Pilot a good fit for seasonal tax preparers and CPA practices?
Yes. If your high-value work spikes seasonally and you don't want to staff or manage a bookkeeping operation year-round, Pilot keeps the books current so you're never scrambling before a deadline.
Is Pilot a good fit for fractional CFOs?
Yes. If your models and advisory depend on clean books but you'd rather not do the bookkeeping yourself, Pilot handles the input so you can focus on the output.
Is Pilot a good fit for firms currently using offshore teams or outside vendors?
Pilot’s AI Accountant can be a strong alternative. If you're managing volume work through offshore staff or low-touch vendors and looking for a more reliable, higher-quality back-end that runs with minimal oversight, Pilot can help.
Do I own the client relationship?
Yes. You are the primary point of contact for your clients and maintain full ownership of those relationships. You provide the bookkeeping services, communicate directly with clients, and serve as their trusted advisor. Pilot provides the platform, tools, and support infrastructure that empowers you to deliver exceptional service, but the relationship is yours.
What does onboarding look like?

You'll have a dedicated onboarding specialist who manages the migration from start to finish. That means moving your existing clients onto the Pilot platform, cleaning up any structural issues in the books, and getting everything audit-ready before your team takes over.

Once your clients are on the platform, we train your team so they can hit the ground running. Most partners are delivering from a stable baseline within days, not weeks.

You manage the client relationship. We handle the lift.

What support do partners get?

You're not on your own. Pilot provides hands-on onboarding, ongoing access to our team, and training for your staff as your client base grows.

For eligible partners, we offer co-marketing support, including local events that put you in front of qualified prospects in your community.

Plus, there's the vertical expertise: specialized playbooks for those niche industries that pay well but can be tricky to navigate. And when clients need CFO or COO services beyond bookkeeping, you earn referral bonuses by connecting them with Pilot.

How does Pilot compare to Digits?

The core difference is what happens to your clients’ books. Digits replaces QuickBooks entirely — your clients move off QBO and onto Digits as their general ledger. Pilot sits on top of QBO. Your clients stay on the platform they’re already on, their data stays in their QuickBooks, and there’s no migration risk if you ever want to make a change.

On track record: Pilot has run the same AI bookkeeping technology across 3,000+ of its own direct clients every month for years. That’s the proof of concept — not a pilot program, but production at scale.

We were using Botkeeper. Is Pilot a good fit for us?

Yes. If you were on Botkeeper, you’ve already done the hard part — you’re convinced that AI-powered bookkeeping works and you’ve built your practice around it. Pilot is a natural next step. Your team uses Pilot’s AI to run the same full bookkeeping cycle: categorization, reconciliation, and close. The client relationship stays yours throughout.

The main thing to know about the transition: Pilot runs on top of QuickBooks Online. If your clients are already on QBO, onboarding is straightforward.

Let's chat