Please grant Pilot access to Rho Bank by following the instructions below.
Log in to your account.
Click on the Admin button on the left toolbar in your dashboard.
On the following page, click on the Team Settings tab at the top of the screen.
Click on the Add Team Member button located above the list of existing users.
In the corresponding popup, enter Pilot's information:
First name: Pilot
Last name: Bookkeeper
Email address: username@vip.pilot.com
Role: Bookkeeper
Click Add Team Member.
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.