Integration Database
Citizens Bank
Connecting Pilot and...

Citizens Bank

To add Pilot as an authorized user:

  • Log in to your account.
  • Click on My Accounts on far left<
  • Click Manage Users on the far right
  • Click the Add New User button
  • Fill out the form as necessary with the below info:
  • First Name: Pilot
  • Last Name: Bookkeeper
  • User Name: usernamebooks
  • Email:
  • Click Next to advance to assign permissions.
  • On the "Accounts Setup" page:
  • Select the Active option for the accounts.
  • For each of your account, select the Register option.
  • For each of your account, select the Statement option.
  • Select Next to 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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