Connecting Pilot and...
To grant Pilot access to your J.P. Morgan Money account(s), follow the steps below:
- Log in to your account as an admin.
- Go to the Admin tab.
- Click Add.
- Enter Pilot's information:
- First Name: Pilot
- Last Name: Bookkeeper
- Email: email@example.com
- Permissions: View only
- Please enter and save Pilot's generated username below.
If you do not have admins on your account, you'll need to reach out to Morgan Money at (800) 766 7722 to create a view only user for Pilot.
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.