Connecting Pilot and...
- Log in to your account.
- Go to Account settings.
- Click on Manage Users tab at the top right.
- Enter Pilot's email address: firstname.lastname@example.org, and click on Invite Account.Pilot will receive an invite to activate our user
- Once Pilot activates our user, please update our permission to Client Admin.
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.