Pilot offers two plans depending on your needs. Both plans include the same accurate bookkeeping, dedicated account manager, and stellar support.
Ideal for small and medium-sized businesses.
Core provides accurate bookkeeping and dedicated support for common business setups. Pricing is based on monthly expenses with no additional fees or surprises.
Ideal for large businesses or those with complex needs.
For businesses dealing with multiple entities, multiple locations, AR/AP, or special revenue recognition, we will tailor a custom plan that meets every requirement.
Both plans include the essential pieces of our approach: A dedicated account manager, automatic transaction import, and accurate bookkeeping.Learn more about how it works →
|Dedicated account manager||yes||yes|
|Automatic transaction import||yes||yes|
|Accrual basis bookkeeping||yes||yes|
|Quickbooks Online Essentials subscription ($35/mo value)||yes||yes|
|Unlimited transactions and connections||yes||yes|
|P&L, balance sheet, cash flow statements||yes||yes|
|Payroll and balance sheet reconciliation||yes||yes|
|Chart of accounts||Standard||Custom|
|Burn rate calculations||yes||yes|
|Advanced revenue recognition bookkeeping||yes|
|Multiple entity support||yes|
|Comprehensive AR/AP tracking and reporting||yes|
|Supporting schedules ? Pilot can provide supporting schedules for depreciation, amortization, prepaid expenses, and unearned revenue. If you have additional needs please contact us and we'd be happy to help.||yes|
|Support for classes, departments, or locations ? If you're want to break out your books by departments, work locations, or any other cuts, please contact us and let us know.||yes|
We view ourselves as a partner in your business’s success. While our passion is bookkeeping, we understand that businesses need other financial services throughout the year. Your dedicated account manager is there for guidance on all the tasks related to bookkeeping – and this is all included as part of your plan.
We help set up software integrations related to bookkeeping (QuickBooks Online, Gusto, Expensify, bill.com, Stripe, and others).
We can help you select a vendor for payroll, reimbursement, or billing.
We will identify opportunities to streamline your company’s bookkeeping processes and tools.
We coordinate with your tax preparers or outside CFO services.
We strive to price our plans in a simple, clear way, but if you have any concerns or need a little extra help choosing a plan, feel free to reach out to us.
No, there are no extra fees for asking questions – in fact, we encourage it. Your monthly plan price covers everything.
We understand the importance of predictability. Your prices won’t fluctuate every month. While our pricing is based on monthly expenses, once you’re signed up, we will only update your plan price when there are significant changes in your business.
Expenses are all of the money your company spends each month, including payroll. If a large percentage of your expenses are cost of goods sold (COGS), reach out to us and we can craft a custom quote.
Our goal is simple and transparent pricing. In examining different models, we found that expenses closely reflected business complexity while also having the advantage of being simple to calculate.
We want you to use Pilot because you’re happy with the service, not because you signed a contract. You can cancel anytime. If you’re on the year prepay plan, we will provide a refund for the remaining unelapsed full months.
Prepaying can reduce your costs because Pilot won’t change your plan price until your monthly expenses jump up by at least two pricing tiers or your bookkeeping complexity increases significantly.
Signing up for Pilot is easy – we even give you your first month free, because we think once you experience truly stress-free bookkeeping, you won’t want to go back.