Connecting Pilot and...
- Log in to your account.
- On the left, you will see a Dashboard. Scroll down, and select Users.
- Select Add New.
- Enter Pilot's information:
- Username: usernamebooks
- Email: firstname.lastname@example.org
- First Name: Pilot
- Last Name: Bookkeeper
- Make sure the Send User Notification box is checked
- Role: Administrator
- Click Add New User at the bottom left.
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.