Operations

Bills, invoices, and payroll shouldn't take up your week.

Your operations specialist helps manage vendor bills, customer invoicing, and payroll, so you spend less time on recurring administrative work.

We handle the recurring work.
You stay in control of approvals and payments.

“Pilot saves me
15 hours per week, easily.”

Joe Randesi

Co-Founder and CEO, Element5

Hand off the work that keeps coming back

Get help with bills, invoicing, payroll, or all three. We'll agree on the work and the schedule that fit your business.

Bill payments

Keep vendor bills moving

Bills come into a dedicated inbox. We organize and code them, keep vendor records current, and prepare them for your approval and scheduled payment.

Invoicing

Stay on top of invoices

You tell us who to bill and how much. We create and send invoices, send reminders and agreed follow-ups, match payments to invoices, and show you what's still outstanding.

Payroll

Keep payroll on schedule

Your dedicated payroll specialist runs payroll from your approved inputs and manages the pay calendar. We update your payroll system for hires, departures, and pay changes, and support routine administration within your existing benefits setup.

One contact for your books, bills, and invoices

If you use Pilot Bookkeeping, the same person who closes your books handles your bills and invoices.

A dedicated payroll specialist works alongside them, and a monthly check-in keeps you current on what went out and what's still open.

Pricing based on the work you need

Choose bill payments, invoicing, payroll, or a mix. Your monthly estimate depends on the volume of work and the systems and processes you use.

Add Operations to Pilot Bookkeeping, or talk to us about support alongside your current bookkeeper.

How it works

1

Tell us what to take on

Choose bills, invoicing, payroll, or a mix, and tell us which tools you use. We'll agree on the work, schedule, and a monthly estimate.

2

We get set up

We connect to your systems, set up the inboxes, and confirm who provides what and who approves.

3

We keep it moving

The work runs on your agreed schedule. You provide billing details and payroll inputs, retain final approval, and control payment release.

Your tools, with a team to run them

We work in your existing systems to keep bill payments, invoicing, and payroll running smoothly. If you need help getting set up, we can help with that too.

Bills

Invoices

Payroll

Ask us about other systems.

Common questions

Can I get help with just one service?

Yes. Get help with bill payments, invoicing, payroll, or any combination. We'll work with you to decide what support makes sense for your business.

Do I need Pilot Bookkeeping?

Not necessarily. With Pilot Bookkeeping, you have one point of contact for your books, bills, and invoices. If you already have a bookkeeper you love, we're happy to talk about adding support for bill payments, invoicing, or payroll.

Will I need to change my software?

Not necessarily. We work with a range of bill payment, invoicing, and payroll tools. Tell us what you use, and we'll discuss how we can support you. If you need help getting set up, we can help with that too.

What will you need from my team?

Depending on the support you choose, we'll need access to your systems, vendor bills, customer billing details, payroll updates, and timely approvals. During onboarding, we'll agree who provides what and when.

When can we start?

We'll confirm your kickoff and start dates when we discuss your needs. Onboarding covers system access, your schedule, and the information and approvals we'll need from your team.

your pilot cfo

Need help planning what comes next?

Add CFO support for forecasts, hiring plans, and financial decisions. Your teams work from the same books, with fewer handoffs.

EXPLORE CFO SERVICES

Tell us what's taking up your time. We'll help you find the right support.