Connecting Pilot and...
Please grant Pilot access to Wells Fargo CEO by following the instructions below."
- Log in to your account.
- Go to Administration and click Create new user.
- Enter Pilot's information
- First name: Pilot
- Last name: Bookkeeper
- User ID: usernamebooks
- Company ID: Add your company id below.
- Email: firstname.lastname@example.org
- Statements and Notices
- Transaction Search
- Allow viewing permissions for each business account.
Note: Depending on how your account is configured, one of your co-administrators may need to "approve" the new user before we receive the invitation. If you need any help, please contact your Wells Fargo CEO representative.
An invite should be sent to Pilot.
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.