Connecting Pilot and...
Please grant Pilot access to Tipalti by following the instructions below:
- Log in to your account (you must have the Payer Administration role to add users)
- Navigate to Administration > User management. All current users display.
- At the top right of the screen, click Add user button. The "Add new user" screen displays user permissions.
- Enter Pilot's email: email@example.com.
- To the right of each role, click Toggle button "Off" to switch to "On" (the button is now green)
- Permissions: General and Bills (list shown here)
- At the bottom of the screen, click Create Button.
A green confirmation message appears and you are now back on the "User management" screen where the name of the user you just created displays.
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.