SMB FINANCIAL STACK • BUNDLE

Your full back office, bundled and discounted

Books, banking, business address, and sales tax — set up together as one stack. Configured by Pilot, discounted across every partner.

One form

One specialist

Four discounts

From the 2026 State of Small Bsiness Report

67%

of small businesses have less than 3 months of cash runway

55%

of small businesses manage finances entirely by hand

88%

of small businesses hit by an unexpected cash-flow issue last year

Source: Pilot SMB Growth Fund, 6,773 applicants, 2025–2026.

Four partners. One discount stack

Each layer handles a piece of your financial back office. Configured together, or one at a time — every partner discount applies the moment you opt in.

20% off Pilot Core + 10% off CFO services

01 — books

Bookkeeping, tax prep & CFO advisory

A dedicated bookkeeping team plus software. Books closed every month, tax filings handled, CFO-level guidance when you need it.

Monthly close by a dedicated team

Federal + state tax prep

On-demand CFO advisory

3 months free, followed by 50% off Grow & Scale for the next 12 months.

02 — IDENTITY

Business address & AI mailroom

One permanent address accepted by the IRS, state agencies, and banks. Incoming mail digitized and routed automatically.

Permanent compliant address

AI-powered virtual mailroom

Compliance notices never missed

$100 for customers who join relay and deposit $1000 into their account

03 — BANKING

Multi-account business banking

Separate accounts for ops, taxes, payroll, and profit. Team cards with spend controls. Integrations across your financial stack.

Up to 20 checking accounts

Team cards with spend rules

Auto-allocation by % rules

Find out where you owe sales tax with a free nexus study, and get 50% off sales tax registrations and filings for your first 3 months

04 — SALES TAX

Sales tax, end-to-end, 50 states

Continuous nexus monitoring. Automatic registration when you cross a threshold. On-time filing everywhere you owe. Penalty guarantee.

Nexus monitoring, all 50 states

Auto-registration & filing

Penalty guarantee

Dive into the stats surveyed from 8,000 small businesses live on June 17th at 10am PT

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