Pilot Bookkeeping

Pilot offers two plans depending on your needs. Both plans include the same accurate bookkeeping, dedicated account manager, and stellar support.

Pilot Core

Ideal for small businesses.

/mo billed annually
in monthly expenses

Core provides accurate bookkeeping and dedicated support for common business setups. Pricing each month is based on your current expense rate.

Pilot Plus

Ideal for larger businesses or those with complex needs.

Custom Pricing

For businesses dealing with multiple entities, multiple locations, AR/AP, or special revenue recognition, we will tailor a custom plan that meets every requirement.

All plans prepaid annually.

Plan Features

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 →
Features Core Plus
Dedicated account manager yes yes
Automatic transaction import yes yes
Accrual basis bookkeeping yes yes
Unlimited transactions and connections yes yes
P&L, balance sheet, cash flow statements yes yes
Payroll and balance sheet reconciliation yes yes
Burn rate calculations yes yes
Chart of accounts Standard Custom
Reimbursement/check volume < 10/month High
Bill/invoice volume < 10/month High
Electronic transaction access Required Required
Expense reporting software ? Only required if processing reimbursements Required Required
No commingled personal expenses Required Required
Advanced revenue recognition bookkeeping yes
Billable expenses yes
Custom reporting yes
Multiple entity support yes
Multiple currency support yes
Comprehensive AR/AP tracking and reporting yes
Inventory tracking 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 want to break out your books by departments, work locations, or any other cuts, please contact us and let us know. yes

Pilot Is Your

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.

Pricing: FAQ

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.

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 Pilot books to understand your current expense rate. That expense rate feeds into the pricing table above (or the table in your quote) and you’ll be charged the corresponding amount. No hidden fees or tricks.

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

For pricing purposes, we generally include in expenses all of the money your company spends each month, including payroll, cost of goods sold, and distributions. If a large percentage of your expenses are cost of goods sold (COGS), please reach out to us for a custom quote.

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.

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, you can let us know in advance and we’ll stop billing you. Check your terms for more details.

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

No. If your expense rate exceeds the amount you’ve prepaid for, you’ll simply 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. We think once you experience truly stress-free bookkeeping, you won’t want to go back.