Communication
Ai accounting
Integrations
Dashboards and Insights
Financial Reports

When finances live in email, nobody sees the big picture

Pilot gives you one Portal where your team, your books, and your questions live together.

Message your Pilot team, track open requests, and see your financials in the same place. Everyone works from current numbers.

EXPLORE WHAT WE DO
Trusted by 3,000+ growth-driven startups and small businesses
Case study
Case study
Case study

One workspace that gives you clarity to move fast

Pilot's Portal keeps your books, requests, and conversations connected. You ask questions where the numbers live and, get faster answers.

Ask without leaving the work

Message your Pilot team directly from your dashboard. Start threads about specific line items or flag something that looks off. Your team responds in the same place, so new hires can see past conversations.

No more "Can you resend that email about Q3?”

Track what needs attention without playing email detective

The Portal shows open requests from your Pilot team: missing receipts, unclear transactions, compliance items. You see what needs attention and what's already handled. Your bookkeeper closes your books as soon as you clear the list.

Make decisions from the same facts, right now

Because your Portal pulls from live books, every conversation starts from up-to-date data. Discuss this month's burn, ask follow-ups on a chart, or use Pilot AI forto get an instant answers.

When you need strategic guidance, your Pilot team is right there, working from the same current view.

Smart tools. Smarter people. Confident decisions.

Customers who stopped losing financial conversations

"The amazing responsiveness and delivery of thorough guidance and time-sensitive financials demonstrate an impressive care and commitment regarding our business."

Testimonial photo of Max from Filmbot
Max Friend
Founder and CEO, Filmbot

"I could not do this stuff on my own. And just from a skills perspective, a quality-of-life perspective, I don’t have the time. So Pilot CFO services make total sense."

David Petrou
 CEO and Co-Founder, Continua
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Additional Pilot Content

Services

Bookkeeping

Simplify your finances with bookkeeping solutions tailored for startups and small businesses. Stay compliant, organized, and ready to scale—without the hassle.
customer story

Jellypod

"When I onboarded with Kim, my finance account manager, I felt that human touch. That made me very comfortable with the platform. I think it’s that trust aspect and knowing someone’s there to take care of you."
customer story

CoinTracker

CoinTracker trusts Pilot because there’s a familiar go-to person working on their books and taxes

FAQ’s

Where do I communicate with my Pilot bookkeeping team?
You communicate with your Pilot team directly in the Pilot Portal, where your books, reports, and dashboards also live. Start threads about specific transactions or reports and see all past conversations in one place - no more hunting through email.
How quickly does the Pilot team respond to questions?
Your Pilot team responds to messages in the Portal, typically within one business day. For quick questions, you can also use Pilot AI to get instant answers about your books without waiting. When you need strategic guidance and expertise, your dedicated team is there to help.
Can I see what my Pilot team is waiting for?
Yes. The Portal shows open requests from your Pilot team, like unclear transactions or clarifying questions, in one feed. You see exactly what needs attention and what's already handled, so you're never guessing whether your books will close on time.
Can my team members access the Pilot Portal too?
Yes. You can give team members, advisors, or investors access to your Pilot Portal with appropriate permissions. Everyone sees the same current numbers and can follow conversations, so new hires get context fast and stakeholders stay informed without you forwarding emails.
Is the Pilot Portal secure for sensitive financial data?
Yes. The Pilot Portal uses bank-level security to protect your financial data. All communications, documents, and financial information are encrypted and stored securely. You control who has access and what they can see.

Get the peace of mind that comes from partnering with our experienced finance team.