Integration Database
Wells Fargo Bank
Connecting Pilot and...

Wells Fargo Bank

Please grant Pilot access to Wells Fargo Bank by following the instructions below.

  • Log in to your account.
  • Click on the Security & Support tab.
  • Hover near "Protect your account", and select Use account access manager.
  • On the "Account Access Manager" page, click on the Guest user tab.
  • Please add Pilot as a guest user with the following information:
  • First name: Pilot
  • Last name: Bookkeeper
  • Email:
  • Username (case sensitive): usernamebooks
  • Note: We cannot change this password, so please pick something secure.
  • Account access: Select the View Only access level for every account for your entity.
  • Click Submit.

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.

Still have a question?

Feel free to send us an email or get in touch with us here.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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