Connecting Pilot and...
If you do not yet have Bill.com account and would like us to create an account for, please let your Pilot account manager know and we can set it up for you. If you already have an existing Bill.com, please follow the instructions below to grant Pilot access.
- Log in to your Bill.com account.
- Hover over the Gear icon, then click Settings.
- Under Permissions, click Users.
- Click New.
- First name: Pilot
- Last name: Bookkeeper
- Email: email@example.com
- Role: Administrator.
- Click Save.
- Check the following email preferences for our user:
- A bill is scheduled to be paid.
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.