Integration Database
City National Bank
Connecting Pilot and...

City National Bank

Login to your City National Bank

  • Click on Admin in the top menu panel
  • Then click on Users
  • Click +Create User
  • Enter Pilot’s information:
  • Name: Pilot Bookkeeper
  • User ID: usernamebooks1
  • Address: PO Box 7775 #86889, San Francisco, CA 94120
  • Email:
  • Click Save
  • Next, click the Pilot Bookkeeper user you created for us, then click Edit Details to the right of View User
  • Then click on the Bank Services tab
  • Check Business Suite and click Save
  • Then click Set Specific Permissions and set the following permissions
  • Payments: Leave all Unchecked
  • Reporting:
  • Check Select All
  • Balance & Transactions:
  • Check Select All
  • Statements
  • Check Select All
  • Payment Reports
  • Check Select All
  • Recurring Payment Exceptions Report
  • Check Select All
  • Checks and Stops Inquiry
  • Check Select All
  • Click Continue at the bottom of the permissions
  • Under Bank Accounts
  • If Pilot should have access to all bank accounts
  • Check the All box in the light blue row at the top named Apply to All Current and Future Accounts
  • If there are only specific accounts Pilot should have access to
  • Check the All box next to each account required
  • Click Update at the bottom of the permissions section
  • Then click the check box next to Please confirm that you have made all required updates before submitting
  • Click Submit

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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