Integration Database
Bank of America
Connecting Pilot and...

Bank of America

Please grant Pilot access to Bank of America by following the instructions below.

  • Log in to your account.
  • Click on the Business Services tab.
  • Click the Add New Users link under the “Account Management” section.
  • Click the Add New User button.
  • Enter Pilot's information:
  • Name: Pilot Bookkeeper
  • Online ID: usernamebooks1
  • Email address:
  • Please leave "Administrator" and "SafePass" off
  • Click Done (But you are not actually done. Please follow the next step)
  • In the left panel, select Account & Services. (Or, select the Continue to Accounts & Services button.)
  • Under the "Account options", turn on View access for all accounts that Pilot should have access to.
  • Check the boxes for:
  • View Statements
  • View Check Images
  • Click Finish in the bottom right

For a video walkthrough of this process, use this link.

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.

Still have a question?

Feel free to send us an email or get in touch with us here.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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