Connecting Pilot and...
- Log in to your account.
- Click on the Invite User button in the Users tab of your Admin Dashboard.
- Enter Pilot's information:
- First Name: Pilot
- Last Name: Bookkeeper
- Email: firstname.lastname@example.org
- Grant Pilot's permissions:
- Click on Pilot's name in the User tab of the Admin Dashboard.
- Click on the gear icon to the right of their name.
- Click Grant 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.