PILOT ESSENTIALS

You didn’t start a business to do bookkeeping.

$99/month. No sales call. No commitment required.

Connect your accounts. We close your books every month with transactions categorized, reconciliation done, and reports ready so you can get on with your life.

Financial dashboard showing net income of $8,560.45, revenue of $38,212.52, cash balances of $55,135.75 and $5,340.25, and a bar chart of cash flow for the last 12 months with cash in and cash out values by month.

Trusted by 3000+ businesses

4.9
Feb 2026
4.7
Feb 2026
4.9
Feb 2026
4.5
April 2025

Three steps. Then you’re done.

Create your account

Takes about two minutes. No calls to schedule, no demos to sit through.

Connect your bank and credit cards

We support all major financial institutions. One-time setup.

Get clean, closed books every month

Transactions categorized. Reconciliation done. Reports ready. Connect once. We handle the rest.

No software to learn. No spreadsheets to maintain. No meetings to schedule.

What our customers are saying

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With Pilot, you get peace of mind knowing your books are done well. Pilot has a robust process, brand, and knowledgeable team that you get access to.

Pablo Navarro
Founder & Owner at Cocora
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Pilot is a partner we can trust. After going through multiple accounting firms and a DIY effort, we couldn’t be happier. Pilot delivers consistent, reliable, high-quality work. We’re saving a bunch of time and can focus on running our firm more intelligently, knowing where everything stands.

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Mark Stansbury
CEO, Stansbury Weaver
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Pilot has helped me release the burden of the books, which is more valuable than time because I’m getting my brain power back.

Bjork Ostrom
Co-Founder, Pinch of Yum
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Clean books. Every month. Nothing more to manage.

That’s the product. Clean books, delivered.

What's included:
Your transactions are categorized automatically — no spreadsheet, no guesswork.
Your books are reconciled and closed on a regular schedule.
Your reports are ready when your tax preparer asks for them. No April scramble.
Your financial picture stays current, so you always know where you stand.

The things you’re probably wondering.

My books are a mess right now.

Good. That’s exactly who this is for. We clean up and get you caught up as part of getting started.

Do I need to get on calls or learn new software?

No. Connect your accounts, and we handle everything else. If you need us, we’re here. But you probably won’t.

What if I sign up and it doesn’t work out?
No long-term commitment. You’ll know within a month.

Let your books take care of themselves.

Get clean books this month