Pilot helps hundreds of consumer companies with complex channels, inventory controls, fundraising, and taxes. We're so confident we'll be able to help you out that we're willing to offer you a $25 Amazon gift card if you take a meeting with us.
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Trusted by 1000+ Startups
Accurate Statements Every Month
Get a monthly report that includes the ecommerce metrics that matter: your inventory statement, merchant fees, cost–of–goods–sold, and more. We sync with the tools you already use like Shopify, Amazon, Stripe, or Paypal, making a single source–of–truth. Our mix of experts and software deliver books with unmatched accuracy.
Personalized, Expert Support
Meet your e-commerce finance expert who knows your business inside and out. Together, you’ll establish the right financial foundation, from the best tools to projections. We’re your finance partner from the start.
One–Stop Ecommerce Finance Shop
Get the full ecommerce bookkeeping, tax, and finance to help your business needs. Need help with taxes, budgets, accounts receivable or payable? We offer these and other additional services to help you make smart business decisions based on your numbers.
"Pilot has been able to grow with us as we’ve gone from a single product to multi-product company. The team understands e-commerce businesses and has the industry knowledge on the systems we should use to make our bookkeeping smooth."
“Pilot has been a fantastic partner, and I honestly don't think there are any comparable alternatives in the space. As a founder, it's a relief to feel like someone responsible is handling this and it helps me stay on top of an important part of my business without spending much time on it.
“Pilot is guiding us, not the other way around. Pilot not only provides a great system, tool, and process—but they also bring deep knowledge and suggestions for how we can improve and make changes to our finances.”
Your favorite tools integrate with Pilot so that everything is kept effortlessly up to date.
Online retailer and consumer companies face challenges around managing physical goods (such as COGS, inventory, supply chain, fulfillment), and often have complex selling channels (such as multiple platforms, differing fee and payout structures, and multiple payment processors). They also tend to have large transaction volumes. All of these things affect your books, which is why it’s important to have a bookkeeper with a strong background in your industry.
Pilot serves consumer and retail customers of all shapes and sizes, across different sectors (food and beverage, apparel, hard goods) and business models (direct-to-consumer and multi-channel retailers, manufacturers, wholesalers).
We have customers using every major e-commerce platform, including Shopify, Amazon, WooCommerce, Magento, BigCommerce, and Salesforce Commerce Cloud.
Pilot can make inventory updates in your financial statements every month based on data provided either directly by you or by the source of truth for your inventory, such as an inventory management system (e.g., TradeGecko / Quickbooks Commerce). This is not included by default, but can be added to any plan. Please contact us for more details.
There are several different components that make up Cost of Goods Sold (COGS) for a typical Consumer and Retail company:
We work with a variety of inventory management solutions but recommend TradeGecko/Quickbooks Commerce and Skubana based on their simplicity of use and ability to scale. Read more about our recommended technology stack for growing retailers here.
Our automation pulls this information directly from your store, ensuring you have accurate figures for both items month–over–month.
Yes, Pilot can separate our merchant fees of all types in your Profit and Loss statements.
Yes, Pilot can break out revenue and costs in your P&L by product line and/or channel. Depending on the degree of granularity you’d like to capture, we recommend doing this in the P&L itself for simpler break-outs (e.g., revenue by channel) and via a detailed KPI dashboard for more complex analysis (e.g., monthly profitability by SKU).
For simple consumer and retail companies that have more than 4 financial institutions, we offer the option of adding additional financial institutions to your Core subscription for a flat fee.
We don’t currently offer sales tax services, but can recommend a number of software and service providers depending on your needs.
Yes, we offer KPI tracking and dashboards through CFO Services. For Consumer & Retail clients, our CFO Services team typically helps track KPIs such as marketing metrics throughout the customer funnel, LTV/CAC, inventory turns, and profitability across the product portfolio.
Yes, through the Fundraising Strategy & Support package offered by our CFO Services. Our experienced CFOs can assist with strategy, pitch narrative and deck development, financial and market analyses, and more.
