In your HubSpot account, click the settings icon settings in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.
In the upper right, click Create user.
Enter Pilot's email: username@vip.pilot.com
Click Next.
Grant Pilot permissions: View only
Click Next.
Click Send.
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.