If you have access to your Chase credit card via your Chase Business Bank account:
Please fill out the instructions for "Chase Business Bank" connection instead. Reach out to your contact at Pilot for additional assistance.
If the card is a personal Chase card that has a mix of personal and business expenses:
In most cases, we recommend submitting the business expenses through an expense-tracking system like Expensify rather than adding this connection because it will allow you to specify which transactions are business transactions.
If it is a personal Chase credit card with only business expenses (or if it has an untracked mix of personal and business expenses and you would like advice on how to decouple it):
Add email@example.com to the email addresses associated with the account (this will allow us to get 2-step verification codes) by following the instructions below:
Click on the 'Main Menu' in the top right corner indicated by three horizontal lines
Click on 'Account Management'
Click on 'Profile and Settings'
Click on "Email"
In the top right corner click on the "+ Add" to add a new email
add firstname.lastname@example.org and allow use for Online Security
Provide us the username and password you use to log into your Chase credit card below.
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.