Connecting Pilot and...
BMO Harris Bank
Please grant Pilot access to BMO Harris Bank by following the instructions below:
- Log in to your account.
- Go to the "Administration" tab.
- On the Administration menu, click Create User.
- On the "Create User" page, enter Pilot's information:
- User ID: usernamebooks (If different, share new User ID below)
- Name: Pilot Bookkeeper
- Email: email@example.com
- In the "Service" tab, add the following entitlements
- eStatements- Account Statements
- Account information
- Report Entitlement: Standard
- Reports: Standard
- Alerts: No
- In the "BMO Accounts" tab
- Select for each of your BMO accounts, the entitlements:
- eStatements - Account Statements
- Account Information.
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.