Integration Database
Connecting Pilot and...


Please add Pilot to Guideline by following the instructions below. You must be a Plan Sponsor to add Pilot.

  • Log in to your Plan Sponsor dashboard.
  • Click on your company name in the upper right corner.
  • Select Settings.
  • Scroll down to the Add Collaborators section.
  • Click on the Add a Collaborator button.
  • Enter Pilot's information:
  • First name: Pilot
  • Last name: Bookkeeper
  • Email:
  • Collaborator type: Finance Collaborator
  • Click Save.

Pilot will receive a notification to claim their account.

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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