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: username@vip.pilot.com
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.