Connecting Pilot and...
- Log in to your account.
- Click on the Gear icon and select Users & Roles . Click on the Invite User button provided on the top right hand side of the Users page.
- First Name: Pilot
- Last Name: Bookkeeper
- Email: email@example.com
- Choose Admin Role.
- Click Send button to send the email invitation.
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.