Integration Database
Connecting Pilot and...


Please create a non-employee user account for Pilot access by following the instructions below.

  • Go to Security, and click Client Users
  • Click +Add New
  • On Client User page, enter:
  • User name: Pilot Bookkeeper
  • Email:
  • Click Save.
  • On Contact page, enter:
  • First name: Pilot
  • Last name Bookkeeper
  • Types of Contact: None
  • Click Save.
  • On Role Membership page, enter:
  • Skip for now.
  • Leave Organization Access as "none".
  • Leave Organization Access as "Pay Group Access" as empty
  • On Reports Group Access page:
  • Select Standard Reports
  • Leave Client group Access and Restricted Field Access as blank.
  • 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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