Ideal for small businesses.
Ideal for growing businesses that need more support.
Everything in Core, plus
Ideal for larger businesses or those with complex needs.
Everything in Select, plus
Pilot offers a $200/mo discount off our Core and Select plans for pre–revenue companies. Contact us to learn more.
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 →
|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
|Chart of accounts||Standard||Standard||Custom|
|Special transactions including: bills, invoices, checks and reimbursements||20||20||High|
|Industry standard financial ratios Including EBITDA, free cash flow, margin %|
|Advanced revenue recognition|
|Multiple entity support|
|Multiple currency support|
|Comprehensive AR/AP 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.|
|Recurring monthly phone reviews|
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.
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.
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.
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.
For pricing purposes, we include in expenses the money your company spends each month, including payroll, cost of goods sold, and distributions.
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.
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.
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.
Yes, there’s an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.
Signing up for Pilot is easy. Once you experience truly stress-free bookkeeping, you won’t want to go back.