Your advisory practice. Pilot's back office for business-owner clients.
Clean, real-time business financials feeding sharper plans — plus tax filing and R&D credit capture, delivered under your firm's name made current.
One financial backbone,
wearing your letterhead.
Pilot pairs AI-driven automation with human-reviewed accuracy — so partners can offer real financial infrastructure without hiring an accounting team.
Transactions categorized and reconciled automatically, checked by accounting experts before they reach the client.
Up-to-date financials replace stale, year-end statements — so advice is grounded in the current numbers.
Transactions categorized and reconciled automatically, checked by accounting experts before they reach the client.
Tax prep, filing, and R&D credit identification built in, surfacing savings clients would otherwise miss.
Plans are only as strong as the numbers underneath them.
Business-owner clients bring entity finances into every planning conversation, whether or not you're set up to handle them. Pilot fills that gap without expanding your license.
Scope fit. Offer a real answer to "what about my business finances?" without expanding your license.
Concrete hook. R&D credits give you a specific, dollar-quantifiable reason to start the conversation.
Better data. Cash flow, tax, and retirement projections built on current numbers, not year-old estimates.
Cross-sell, no build. Positioned as "our finance partner" — no in-house accounting team required.
Personal Finance Professionals
The Friction
Your clients' personal financial plans are only as strong as the business numbers underneath them. But you're typically not licensed, staffed, or positioned to do bookkeeping or tax prep — so business-entity finances often stay messy, stale, or siloed from the planning conversation entirely.
what pilot brings
Pilot keeps business financials clean and current, feeding directly into the cash flow, tax, and retirement projections you build for clients. Tax prep, filing, and R&D credit capture come standard — surfacing savings your clients would otherwise miss, without you ever touching a general ledger.
net result
Sharper plans built on real numbers, deeper client trust, and a natural cross-sell — with zero licensing lift or new operational overhead for your practice.
In practice
An annual review might otherwise open with a client's business books six months out of date. With current financials on hand, the same meeting starts with a clear cash position and a flagged tax opportunity — so the conversation moves straight into the plan instead of the paperwork.
How the partnership runs. Three steps, in order.
Business-owner clients move into Pilot through your existing advisory relationship.
Bookkeeping, tax, and CFO support run in the background, styled as part of your practice.
You remain the primary advisor, with a referral fee or margin share on every account.
What to confirm with your Pilot contact
Pilot's workflow runs on QBO — confirm prospective clients are on it or willing to migrate before pitching.
Get branding control, pricing, and revenue share in writing directly from Pilot's partnerships team for your coaching segment.
Structure by entity count, transaction volume, or number of end-clients — not a vague "custom quote."
Put your program's name on the balance sheet
Talk to Pilot's partnerships team about white-labeling financial operations for your coaching program.