Switch from Bench to Pilot
Pilot's full-time, US-based team can get you caught up on bookkeeping properly, help with tax prep and deliver stronger finance insights. No yearly contract. No hidden fees. And get 100% control of your financial data.
Book time through the form or call (855) 506-1420 today to talk about a transition plan.
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Migrate your books with zero disruption
You can rely on our full-time, US-based team to do your monthly bookkeeping properly and equip you with tax-ready financials every year.
Get control of your financial data
Our team will take care of importing your data from Bench into Pilot and QuickBooks Online. So you can be in full control of your financial data and get instant access to the world's largest financial toolkit for payroll, vendor payments, taxes, and beyond.
Get tax preparation if you need it
When you purchase our optional tax service, your bookkeeper and tax preparer will work seamlessly behind the scenes to get all your filings done on time. Rest easy with access to live status updates of all your tax filings.
Small businesses love Pilot
Transparent pricing that starts at:
Essentials
$199/month
For businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Email support from our US-based accounting team
Core
$599/month
For businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Access to your dedicated, US-based accounting team via chat, email, and scheduled calls
Custom
For businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
Custom plans can include:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Join 2000+ business owners
who get clean books, tax prep and stronger finance insights with Pilot
Our team is standing by to migrate your books and make sure your business isn't disrupted.
Frequently Asked Questions
Yes! Support is included in your plan. Your dedicated finance expert is happy to answer any questions you might have. We strive to respond to inquiries in a business day or less.
Cash bookkeeping only tracks when money enters or leaves a bank account. Accrual bookkeeping is a more sophisticated approach that records when the money was earned or owed. Most larger companies use accrual but Pilot can do either based on your unique business needs.
We have over two thousand customers ranging in all sizes and spanning a variety of industries. We specialize in working with tech-forward startups, ecommerce providers, professional services, small businesses, and more.
We're both in the same business of keeping your books clean and taxes filed. But we do things a bit differently. First, you are paired with one of our full-time US-based employees who does your bookkeeping — it’s not a marketplace or Uber-style model so you’re never going to get matched with someone random on an app. Second, we use QuickBooks Online. Your books live there and not in some new platform that could evaporate any day. You don't have to fear vendor lock-in or loss of data. If you ever wanted to take your books and go to someone else down the street, you can. Third, we're not just bookkeepers. Need help on R&D tax credits? Want a CFO to help plan your next move? We do all that. One team, one place, done right. That's the whole story.
No one can guarantee to you that their business will be around forever—the local accountant might decide to retire and close up shop one day. The things working in Pilot’s favor are our size and scale. Age alone doesn’t tell the full story, though it helps that we’ve been around since 2016. Here's the thing about our setup that's different: We use QuickBooks Online so your data lives there, not in some proprietary system. If you ever want to leave, you can take your books with you. No vendor lock-ins or loss of data. And about being a bigger shop - it's not just about size. It means you get everything you need under one roof. Bookkeeping, tax prep, CFO services, R&D credit - whatever your business needs, we've got the team to handle it.
Bench has a proprietary ledger so you’re going to need to move to a new accounting tool before you can pick up bookkeeping again. You can DIY the migration or you can of course have Pilot set you up. Here's how that would work on our end: send us your export from Bench and give us access to your QuickBooks Online. If you don’t have one yet, we can help with that. Then we'll move everything over to QuickBooks Online. You get full access. Simple as that. Your records stay intact - we just put them somewhere you’ll always be able to access them, so you can move on with your life.
