Pilot Bookkeeping

Core

Ideal for small businesses.

/mo billed annually
in monthly expenses

Core includes

  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet, and cash flow statements
  • World class support and advice

Select

Ideal for growing businesses that need more support.

/mo billed annually
in monthly expenses

Everything in Core, plus

  • Industry standard financial ratios
  • Expedited books delivery
  • Monthly phone reviews
  • Priority support

Plus

Ideal for larger businesses or those with complex needs.

Custom Pricing

Everything in Select, plus

  • Support for multiple entities, classes, & locations
  • AR, AP and inventory tracking
  • Billable expenses
  • Fully customizable chart of accounts

Pilot discount for pre-revenue companies

Pilot offers a $200/mo discount off our Core and Select plans for pre–revenue companies. Contact us to learn more.

All plans prepaid annually.

Plan Features

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

Learn more about how it works →
Core Select 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 High
Chart of accounts Standard Standard Custom
Special transactions including: bills, invoices, checks and reimbursements 20 20 High
Advanced services
Industry standard financial ratios Including EBITDA, free cash flow, margin %
Advanced revenue recognition
Billable expenses
Custom reporting
Multiple entity support
Multiple currency support
Comprehensive AR/AP tracking
Inventory tracking
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.
Support for classes, departments, or locations If you want to break out your books by departments, work locations, or any other cuts, please contact us and let us know.
Concierge services
Recurring monthly phone reviews
Expedited delivery
Priority support

Pilot is your
partner

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 finance expert is there for guidance on all the tasks related to bookkeeping – 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.