Connecting Pilot and...
Bank of the West
- Log in to your account.
- Select the Services & Support tab.
- Then click Manage Shared Users under “Business Services.”
- Click Add Shared User.
- Enter Pilot's information:
- First Name: Pilot
- Last Name: Bookkeeper
- Access: Select "Restricted" and then grant "View only" access
- Username: usernamebooks
- Password: Set a temporary password and save it below.
- Save the new user and return to the Manage Shared Users page.
- Select Modify Shared User from the dropdown menu under “Actions.”
- Choose the Access tab and grant Pilot access to all business related accounts.
Who are you and why should I trust you?
Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.