Financial Reports
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Dashboards and Insights

If your reports are PDFs from last month, you're flying blind

Pilot's AI Accountant keeps your books current so you pull stakeholder-ready reports when opportunity shows up.

The AI Accountant prepares your books continuously and delivers completed financial statements - P&L, balance sheet, cash flow - every month. You're not waiting for a month-end scramble.

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Trusted by 3,000+ growth-driven startups and small businesses
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Reports that are ready when you need to move

Pilot gives you core financial reports built from AI-prepared books. Because your books are already reconciled, reports reflect actual account balances and update as new data comes in.

Standard statements without the scramble

From your Portal, access profit and loss, balance sheet, and cash-focused views by month or custom date range. Reports are generated from books that AI already reconciled. Download statements in common formats for loan applications or investor updates. When the investor says "Can I see your financials?" you send them in minutes.

See the story behind the line items

Financial reports in Pilot aren't static PDFs. Filter by period, vendor, or category. Click into line items to see underlying transactions. Compare trends over time without building pivot tables. You get both the high-level summary and the backup to explain it

Make it easy to bring numbers to the table

Share monthly reports that follow consistent formatting for lenders. Give trusted stakeholders direct Portal access when that fits your business. You spend less time preparing reports and more time discussing the big deal, the next product launch, and the moves others aren't seeing yet.

Smart tools. Smarter people. Confident decisions.

Financials that stood up to scrutiny

"As the head of risk and finance, I spent most of my time on risk and not a lot on finance because Pilot did such a great job."

Evan Dreyer
Head of Risk & Finance, Tola
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"Pilot was thorough and efficient. We weren’t expected to plug in everything on our own and hope it worked. It was so nice to have our personal advisor lead the whole process and come to us when they had questions."

Sid Khattri
CEO and Co-Founder, Vertoe
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“Pilot lifted the hood on our books and saw that we were wired poorly. I am not a numbers guy and it saves me so much anxiety about our balance sheet and financial statements.”

Tony Jolly,
CEO and Founder, Crenshaw Coffee Co.
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Additional Pilot Content

Platform Features

Dashboard & Insights

See cash, burn rate, and runway in real time without building reports. Pilot's AI-powered dashboards update as transactions come in, so you always know where you stand.
blog post

How to Read a Statement of Cash Flows (Plus an Example Statement)

In this article, we break down everything you need to know to make business decisions based on your Cash Flow Statement. No accounting theory needed.
blog post

How AI is changing financial reporting + what founders should do now

Static reports are out. Learn how AI is impacting financial reporting and what forward-thinking founders should expect next from tools like AI Labs.

FAQs

What financial reports can I get from Pilot?
Pilot provides standard financial statements including Profit & Loss (P&L), Balance Sheet, and Statement of Cash Flows. You can pull reports by month or custom date range, filter, and download in common formats for investors, lenders, or your board.
How quickly can I get financial statements from Pilot?
Because Pilot's AI Accountant keeps your books reconciled in real time, you can pull financial statements in minutes, not days. When an investor asks for your financials or you're preparing for a board meeting, you download current reports from your Portal immediately. A set of final, closed books will be delivered monthly.
Are Pilot's AI-prepared financial reports accurate enough for investors?
Yes. Pilot's AI-prepared books are reviewed by your dedicated bookkeeping team, and your financial statements are built from properly reconciled QuickBooks files. Pilot customers have raised over $9.1 billion using Pilot-prepared financials for due diligence, investor updates, and board meetings.
Can I drill into the details behind my financial reports?
Yes. Pilot's financial reports aren't static PDFs. You can click into line items to see underlying transactions, filter and compare trends over time without exporting to Excel. You get both the high-level summary for stakeholders and the detail to know what changed.
Do financial reports update automatically in Pilot?
Yes. Because your books are updated in real time by AI, your financial reports always reflect current data. You're never looking at outdated numbers or wondering if that big expense hit yet. When you open your P&L or balance sheet, you see what's actually in your accounts right now.
Can I give my accountant or CFO access to Pilot reports?
Yes. You can give your accountant, fractional CFO, or other advisors access to your Pilot Portal so they see the same reports and numbers you do. They can review your financials, leave comments, and work with your Pilot team directly without you playing middleman.

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