Financial solutions built for your business

Join thousands of growing businesses who trust Pilot to get their finances right.

We’ll work with you to find the solution and price that fits your business.

Core

For pre-revenue companies that are just getting started

Pilot Plus
$0$0/mo billed annually1
$0 in monthly expenses
  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet, and cash flow statements
  • World class support and advice
Get Started

Core

For relatively new companies with streamlined needs

Pilot Plus
$0$0/mo billed annually
$0 in monthly expenses
  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet, and cash flow statements
  • World class support and advice

Plus

Advanced support for revenue-generating companies

Custom Pricing
  • Fully customizable chart of accounts
  • Inventory tracking
  • Support for class tracking, multiple entities, and consolidated reporting
  • Billable expenses

Pilot discounts for pre-revenue companies

XYZ $###/month discount on our ??? plans for your first year. Contact us to learn more.

Monthly Engagement

For ongoing CFO support to accelerate your growth

Custom Pricing
$1,350 /mo billed annually
3hours of CFO engagement

Typically includes:

  • Monthly updates of your financials and business metrics
  • Monthly rolling forecasts of financials
  • Budget vs. actuals variance analysis and insights
  • Investor and board reporting
  • Business KPI analysis and reporting
  • Vendor contract review and negotiation
  • Competitive landscape analysis
  • Industry benchmarking
  • Sales funnel and optimization analysis
  • Annual Budgeting and Forecasting (savings of $8,100)
  • Custom CFO engagment
Get a quote

Annual Budgeting & Forecasting

For accurate forecasts to grow your business

$8,100/year

Includes:

  • Personal CFO Consultations
  • Revenue projections
  • COGS budget
  • Headcount budget
  • Payroll budget
  • Non-payroll budget
  • Forecast drivers based on historical trends, financial ratios, or custom inputs
  • Sensitivity analysis
  • Scenario planning
  • Robust three statement models
Get a quote

409A Valuation Financial Model

Pilot offers financial modeling support for your 409A valuation, including developing operating forecasts and coordinating with your 409A provider.

Essentials

For businesses getting started

$2,450/yr
  • Support for unprofitable C corps
  • Federal corporate income tax filing
  • State corporate income tax filing
  • Delaware Franchise tax filing
  • 1099-NEC filing
  • Email support
  • Free tax extension
Get started

Standard

For US businesses growing quickly with net income or foreign subsidiaries

Custom Pricing
Starts at $4,950/yr
  • Everything in Essentials
  • Support for entities with net income
  • Support for entities with foreign subsidiaries
  • Support for LLCs and S Corps
  • Priority support
Get started

Additional products & services

R&D Tax Credit

Your business could save up to $250,000 or more through the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.

Calculate your estimated credit →

R&D Credit

For companies that incurred R&D expenses in the US.

We charge 2% of your total qualifying expenses

Controller Services

We help you develop the right methodology for revenue recognition, COGS, financial reporting, and more.

Contact us for more information →

Strategic Support

For ensuring that your bookkeeping operations scale with you as your accounting needs become more complex.

Compare products & plans

All bookkeeping plans include the essential pieces of our approach: A dedicated finance expert, automatic transaction import, and accurate bookkeeping.

Learn more about Pilot Bookkeeping →
Core
Core
Plus

Bookkeeping Basics

Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation
Burn rate calculations
Connections to financial institutions including: banks, credit cards, and payment processors
4
4
Custom
Chart of accounts
Standard
Standard
Custom
Special transactions including: bills, invoices, checks and reimbursements
20
20
Custom

Advanced Services

Industry standard financial ratios
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Advanced revenue recognition
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Billable expenses
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Custom reporting
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Multiple entity support
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Multiple currency support
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Comprehensive AR/AP tracking
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Inventory tracking
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Supporting schedules
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Support for classes, departments, or locations
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Concierge Services

Recurring monthly phone reviews
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Expedited delivery
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Priority support
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All CFO plans include the essential pieces of our approach: An expert CFO team, custom financial support, and high-impact value.

Learn more about CFO Services →

Included Services

Monthly update of your financials and business metrics
Budget vs. actuals variance analysis and review
Regular financial hygiene assessments and implementation of financial best practices
Financial and business KPI analyses and review
Board deck review and financial slides support

All tax plans include the essential pieces of our approach: A dedicated tax preparer, streamlined online process, and the full tax prep service.

Learn more about Pilot Tax →
Essentials
Standard

Eligibility

Support for unprofitable C Corps
Support for profitable C Corps
Support for entities with foreign subsidiaries
Support for LLCs and S Corps

Included Services

Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Email support
Seamless sync with Pilot Bookkeeping
1099–NEC filing
10 included
25 included

Additional Services

Additional city income tax filing
$500 / city
$700 / city
Additional state income tax filings
$500 / state
$900 / state
1099-NEC filing preparation
$125 / hour
$125 / hour
Foreign subsidiaries 5471
$2,000 / subsidary
Foreign shareholder return 5472
$500 / shareholder
$500 / shareholder
Foreign financial accounts
$500 / account
$500 / account
Low-activity years tax filing
$975 / year
$975 / year
Tax consulting services
Starts at $330 / hour
Starts at $300 / hour

Pilot is your
partner

We view ourselves as a partner in your business’s success. Your dedicated finance expert is there for guidance on all of these additional tasks – and this is all included in 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 identify opportunities to streamline your company’s bookkeeping processes and tools.


We coordinate with your tax preparers or outside CFO services.

Frequently asked questions

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.

Do you offer discounts for pre-revenue companies?

Yes – Pilot offers special discount pricing for pre–revenue companies. Qualified companies can receive $200 off per month for the first year. Contact us to learn more.

How do prices change as I grow?

We understand the importance of predictability and transparency. Every month, we’ll average your prior 3 months of books to understand your current expenses, as well as how your financial institution connections, special transactions, and hours of support have changed.

How should I calculate my monthly expenses? What does that include?

For pricing purposes, we include in expenses the money your company spends each month, including payroll, cost of goods sold, and distributions.

Why do you price based on expenses?

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. To determine the best Pilot plan for your business’ needs, we also factor in the number of financial institutions, transactions, and hours of support.

What is your cancellation policy? What if I prepaid for the year?

Your subscription will continue until the end of your billing cycle. If you decide not to renew after the year is over, you can let us know in advance and we’ll stop billing you for the next cycle.

When I prepay for a year, does that lock in my price?

No, if your business is growing rapidly, your books are growing in complexity as well. If your expenses and other support needs change and exceeds the amount you’ve prepaid for, you’ll get billed the difference that month.

Are there any one–time fees when I sign up for Pilot?

Yes, there’s an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.

Start Pilot today

Signing up for Pilot is easy. Once you experience truly stress-free bookkeeping, you won’t want to go back.

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