Navigate to Company details in the left-hand sidebar.
Select Company admins and click Invite.
Enter Pilot's information:
Name: Pilot Bookkeeper
Work email: username@vip.pilot.com.
Role: Viewer
Leave "Is a Billing Contract" and "Is a Legal Representative" unchecked.
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.