Under App Access, check "View app information and download bulk reports (view-only)"
Under Financial Data, check "View financial data, order, and cancellation survey responses"
Click Send Invitation
Information about the "View financial data" permission is available here
Pilot will now receive an email invite to activate our "View financial data" access.
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.