Our Local Partner program gives independent bookkeepers our platform and processes. You bring the client expertise, we bring the technology. Come build the best platform with us. Together we’ll create workflows that actually work for you and reporting that delights your clients.
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Get exclusive access to Pilot's platform—the same technology we use to serve 2,500+ businesses today. Join the waitlist and help us build a tech stack that actually works for independent bookkeepers.
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We send pre-qualified prospects directly to you. No more awkward cold calls or networking.
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Our software simplifies categorization, reconciliations, and client communications for you.
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Use our reporting and insights to help your clients make smarter business decisions.
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Get support from other Local Partners and the Pilot team. Never work alone again.
Client portal
A portal where clients can see metrics, message your team, and get transaction-specific answers.
Reliable institution syncs
Better connections to QuickBooks that don't break when you need them most.
Customizable close checklist
With automation built in so nothing falls through the cracks.
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Reliable rules
Automated categorizations based on a reliable rule system that actually work.
Automated supporting schedules
Capitalization, depreciation, and amortization—minus the manual journal entries.
Ongoing support
Be part of a community where your success matters.