Finally, the bookkeeping, tax, and financial expertise every founder needs. Our mix of experts and software delivers monthly books with unmatched accuracy, so you can focus on growing your business.
Trusted by hundreds of startups
Hundreds of consumer businesses trust Pilot
We know startups–we are one. Our bookkeeping, tax, and CFO services are built for VC–backed companies. From fundraising to SaaS models, you’ll get the financial support you need. Your monthly statements also come with your burn rate–so you and investors know the numbers that matter.
With Pilot, you get an advisor who knows your business and growth stage. We’ll help set up your full finance stack for scale, including preferred cash–sweep accounts, payroll, and expense–management. We’re your partner.
Finally, modern bookkeeping powered by technology. We sync with your financial accounts like Quickbooks, Gusto, and Expensify and check our work twice. Our software auto–categorizes and identifies errors, and your personal finance expert reviews and tailors every set of books. The result? Monthly statements with unmatched accuracy–so you can get back to running your business.
Get a monthly report that includes the 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, creating a single source of truth. Our mix of experts and software delivers books with unmatched accuracy.
Meet your 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.
Get the full bookkeeping, tax, and finance help your business needs. With Pilot Tax, we’ll file your taxes and 1099s. Need help with budgets, accounts receivable or payable? We offer these and other additional services to help you make smart business decisions based on your numbers.
Everyone we tried before Pilot did not know how to deal with early–stage startups. Pilot's deep expertise has been refreshing, and it's been smooth sailing ever since.
Pilot automatically connects to our financial accounts, sends us monthly reports, and syncs everything in Quickbooks. They helped us save by flagging double payments. We pretty much spend zero time on accounting and can focus on our product and company.
Pilot has proven to be a truly invaluable service. The amazing responsiveness and delivery of thorough guidance and time-sensitive financials demonstrate an impressive care and commitment regarding our business.
Essential support for basic bookkeeping
Additional support for a higher touch experience
Everything in Core, plus
Advanced support for more complex needs
Everything in Select, plus
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 makes 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).