Connecting Pilot and...
Please grant Pilot access to Mercury by following the instructions below.
- Log in to your account.
- Click the icon with your initials and navigate to the Settings page from the dropdown menu.
- Select Team in the left sidebar.
- Click the Invite a Team Member button at the bottom of your team page.
- Type in Pilot's details and select "Bookkeeper" as the account type in the Role dropdown.
- First Name: Pilot
- Last Name: Bookkeeper
- Work Email Address: email@example.com
- Submit the form and you're set.
For further help, please email firstname.lastname@example.org.
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.