Integration Database
Chase Business Bank/Credit Cards
Connecting Pilot and...

Chase Business Bank/Credit Cards

Please grant Pilot view-only access to your Chase account(s) by following the instructions below.

  • Log in to your account.
  • In the top row, click on Account Management, and select Access and Security Manager in the dropdown.
  • Click Add New User blue button, and Chase may ask you to enter your credentials again.
  • Enter Pilot's information:
  • First Name: Pilot
  • Last Name: Bookkeeper
  • Email:
  • Create username: usernamebooks1
  • You should see a confirmation that says "You've added an authorized user"

Next, you'll need to grant us "view-only" to each of your accounts. You'll see a list of your accounts below our user information:

  • To the right of each account is an Assign access button.
  • For each of the accounts that we should be able to view, please click Assign access and assign the following access level: “See Activity Only” and check the following:
  • See check images
  • See statements and documents
  • For credit cards, check:
  • Access level: See activity only
  • General services
  • See activity and balance
  • See statements and documents
  • Employee credit cards: Choose all
  • Click Save.

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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