Dashboards and Insights
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Financial Reports

When you're guessing about cash, you can't see what's next

Pilot turns AI-prepared books into live dashboards so you see cash, burn, and trends in one place.

Your Portal shows total cash, what changed this month, and where money's going, updated as transactions happen. You answer "Can we afford this?" in seconds, not by building another spreadsheet.

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Trusted by 3,000+ growth-driven startups and small businesses
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Live dashboards that give you confidence to move

Because AI keeps your books current, your dashboards aren't monthly snapshots - they're live views. Pilot's AI Accountant flags what changed and why, so you catch problems early and spot opportunities before competitors do.

See where your cash is and how long it lasts

Your Portal shows total cash from bank accounts and credit cards in one view. Track cash in and cash out by week or month. See burn rate and estimated runway based on your actual recent activity. When you're deciding whether to push for growth or extend runway, you're working from reality.

Spot trends without exporting to Excel

Pilot has dashboards founders and business owners actually use: revenue and expense trends by category, top vendors where spend is growing, simple profitability views.

You see if that new initiative is working or if software spend is quietly eating margin.

Catch problems and opportunities early

Pilot's AI Accountant surfaces short summaries of what changed since last month. It calls out when a category spikes, a vendor suddenly grows, or something looks out of pattern. You investigate early instead of discovering issues at quarter-end.

Ask your books questions directly and get instant answers

Smart tools. Smarter people. Confident decisions.

Customers who replaced guesswork with dashboards

"I really like the portal. I use it more than I look to Quickbooks for things such as revenue recognition, vendor accruals, and expenses. "

Michael Robinson
COO, SWARM
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"With our old spreadsheet, it always looks like you’re just about to have a windfall. But I wasn’t updating the expenses properly."

Chris Gillespie
CEO and Co-Founder, Fenwick
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“The Pilot application makes it really easy to get to the information I care about, as opposed to taking screenshots of QuickBooks and then emailing people back and forth.”

Connor Jeffers
Founder and CEO, Hapily
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Additional Pilot Content

platform features

Financial Reports

Get P&L, balance sheet, and cash flow statements generated from AI-prepared books — ready to download, share with investors, or hand to your board in minutes, not days.
Services

CFO Services

CFO services for startups and small businesses designed to optimize cash flow, improve forecasting, and drive growth. Get expert financial guidance without the cost of a full-time CFO.
blog post

How to manage business expenses like a CFO

You can’t cut your way to profitability. Some expenses are good. In this guide, Pilot’s CFO Services team explains the basics and offers ideas for managing your way to better margins.

FAQs

What financial dashboards does Pilot provide?
Pilot provides live dashboards showing cash balances across all accounts, cash flow trends, burn rate and runway, revenue and expense trends by category, top vendors where spend is growing, and simple profitability views. All dashboards update in real time as transactions come in.
How is Pilot's cash dashboard different from my bank account?
Your bank account only shows one account at a time. Pilot's cash dashboard combines all your bank accounts and credit cards into one view, shows cash in and out over time, calculates your burn rate, and estimates runway based on your actual spending patterns, so you see the full picture, not just one account balance.
Do I need to build my own reports in Pilot?
No. Pilot ships with ready-to-use dashboards that founders and owners actually need: cash views, spend analysis, revenue and expense trends, and runway calculations. You get insight without building reports from scratch. If you need custom views, your Pilot team can help.
Can I share Pilot dashboards with my board or investors?
Yes. You can give stakeholders view-only access to your Pilot Portal so they see the same dashboards you do. For board meetings or investor updates, you can also export reports and charts. Everything stays current because dashboards update as transactions come in.
Why do I need live dashboards if I have QuickBooks?
QuickBooks shows you transactions and basic reports, but you still need to build your own cash models, burn rate calculations, and trend analysis. Pilot's dashboards do that work automatically from your AI-prepared books, giving you answers to founder and owner questions like "How much runway do we have?" or "Where is spend growing?" without opening spreadsheets.

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