Integration Database
Connecting Pilot and...


Please grant Pilot access to Braintree by following the instructions below.

  • Log in to your account.
  • Go to Settings by clicking the "gear" icon in the top right corner.
  • Select Team from the drop-down menu.
  • Click New User at the top of the page.
  • Enter Pilot's information:
  • Email:
  • API access: Yes
  • Roles: "Transactions" and "Reports" (select "Merchant Statements" as well if that's a separate option).
  • Click the Create User button.

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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