COMPARISON

Pilot vs QuickBooks Live: Which one knows my business?

Choosing the right financial provider is crucial if you plan to grow. Pilot offers end-to-end help—books, tax, and advisory—that gives you the clarity to build with confidence. Whereas QuickBooks Live is a budget service that most freelancers and micro businesses grow out of quickly, especially once they need customer support.

Pilot gives me the 3 Ts—trust, tax prep, and time back. It’s that simple.
— Chris Gillespie
CEO and Co-Founder, Fenwick
Watch Chris' video

See the differences

Pilot offers growth finance—bookkeeping, CFO services, the whole package

Pilot’s team of experts know how to help companies grow. That’s why rather than juggling multiple vendors, you get one dedicated expert bookkeeper and one software, which has the top-rated Quickbooks Online integration on the app store. If needed, Pilot also offers CFO advisory, tax prep, and invoicing help.

Time-saving books

Pilot’s bookkeeping gets a 4.7 out of 5 stars on G2. It’s the #1-rated bookkeeping service there, serving 3,500 companies.

Clear financial insights

Pilot offers cash dashboards on top of QuickBooks that reviewers call “modern,” “sleek,” and “time-saving.” It frames your books in terms you care about—expenses, cash, and insights.

Tax prep, CFO, and more

With books as a foundation, Pilot can fill in missing areas of your business: Someone to make budgets, someone to forecast revenue, someone to manage invoicing, and so on.

Accuracy you can trust

We keep your books accurate with AI-powered income and expense recognition plus an expert human bookkeeper.

Pilot is great if you need …

To unite your finances, not split them across vendors.

Cash dashboards to save you time.

Integrated tax preparation.

CFO advisors for planning and strategy.

Expert advisors to reassure your investors.

QuickBooks Live is a low-cost add on to QuickBooks

QuickBooks Live is generally seen as a step above doing your own books, but not full GAAP-certified accounting. While they provide a dedicated bookkeeper to each account, customers online complain that they cycle through several per year. There is also no wider finance offering: No CFO consulting and no operational support like payroll. For companies planning to grow, it’s often not enough.

Serviceable bookkeeping

QuickBooks Live offers bookkeeping, but customers often describe it as “like an assembly line.” Customers give it 4 out of 5 stars on G2.

“Nearly no” customer support

As happens with large companies, QuickBooks requires you to navigate a phone tree for help. 

Not a complete finance partner

QuickBooks Live offers tax advice and business coaching. Customers say these offerings are transactional and that the experts move too fast to learn their business.

Limited customization

There is no way to produce visual charts to answer questions, like you find in Pilot. Everything looks like a spreadsheet.

QuickBooks Live is a fit if …

You do not plan on growing—just maintaining.

You don’t need a consistent person who knows your business.

You have a finance team and just need bookkeeping.

G2 reviews: QuickBooks Live reviews on G2

"Even initial clean-up has left a mess for the bookkeeper they assigned us"

"BEWARE - Zero Ability to Contact Assistance/Support"

"Terrible service, even worse customer service"

"I do know they're working on improvements, which I hope will be implemented soon."

CUSTOMER STORY

Founders say Pilot’s speed gives them an edge

Tyler runs a recruiting startup whose traditional accounting firm kept making mistakes over and over. He thought, “I have got to find someone who actually can learn us, and know our business.” A friend recommended Pilot. Over the next few years he grew from $30k in sales to $3 million.

I can rest a whole lot easier in the evening understanding that everything on our finance and compliance side is just handled.
Tyler Kastelberg
CEO and Founder, Bullpen

Founders like that Pilot unites their finances

Pilot gives me confidence in our numbers.

Reliable finances let you get back to business

Pilot’s CFOs are former VC and private equity people who’ve built companies. They know great finance, and you get the highest quality expertise

Danielle is an absolute ninja.

You get to know your bookkeeper

With Pilot, you get a whole team of experts who stay with you year after year. Whatever arises, they’re there, and know your business.

We’re doing 20% more revenue with the same headcount.

Integrated bookkeeping means more insight

With Pilot, you get a dedicated team doing your books and models, and that combination produces better insights. 

 I trust the data. Pilot knows what I need. I don't have to check it line by line. It's pretty unbelievable.
Joe Randesi
Co-Founder & CEO, Element5
SEE THE DIFFERENCES

Founders say for the same cost, they get more with Pilot

Founded
2017
Launched in 2019
Focus
Freeing you up with expert bookkeeping, CFO services, tax prep, and payroll as a one stop shop
Pure accounting, with some recent additions: tax prep and business coaching
Pricing
$169 - $499 USD for bookkeeping plus $750 - $5,400 one-time for business tax prep
They prefer not to share this publicly. You must call the support phone number and ask for sales
Point of Contact
Account manager, CFO, bookkeeper and controller
Customer support representative
Software platform
✅ Yes: provides additional reporting on top of QuickBooks including live insights into cash flow, expenses, vendors, and more
✅ Yes: Its QuickBooks, the industry standard
Automated bookkeeping
✅ Yes, but always human-reviewed for accuracy
🚫 Bookkeeping by hand, in-house staff or contractors
Fundraising & 
VC-Ready Financials
✅ Investor-grade reporting, due diligence support
🚫 Compliance-only reporting, once per month
Industry-Specific Expertise
✅ SaaS, eCommerce, AI, healthtech, and more
🚫 Focus on early stage businesses or freelancers
BOOK TIME TO TALK

Book a call with Pilot.
See why it’s the solution for serious founders