Connecting Pilot and...
- In the online portal, click on the Administration tab at the top of the page.
- Select "Add New User".
- Enter Pilot's information (some may not be required):
- Username: usernamebooks1
- First Name: Pilot Bookkeeper
- Last Name: Bookkeeper
- Password: Add a temporary password of your choosing and put it below.
- Email: firstname.lastname@example.org
- P.O. Box Address:
- Pilot.com, Inc.
- PO Box 7775 #86889
- San Francisco, CA 94120
- Select "Custom" access, and then view access to statements, reports, and transactions for all business accounts.
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.