Your financials aren't wrong. They just don't line up.
When every location tracks expenses differently, your P&L can't tell you anything useful. Pilot standardizes your chart of accounts across every location, so your numbers finally mean something and you can see exactly where each location needs work.
Get two months of bookkeeping free — plus a review of your chart of accounts
30+ franchise networks trust Pilot to standardize their finances
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Help every owner succeed
Pilot can handle bookkeeping, payroll, and invoicing for each franchisee—so they can focus on customers, not paperwork.
With Pilot, every owner gets time-saving software and a human bookkeeper who enforces one chart of accounts across all franchisees. Finally, you can compare everyone's numbers.
Every location gets a profit and loss statement, cash flow statement, and balance sheet. You'll see your entire franchise network at a glance and can finally manage margins across the board.
Every franchise owner gets expenses, top vendors, and spending patterns in their portal—plus Pilot's AI to answer questions like "Where can we cut costs?" or "Can we afford to hire?"
Your network gets a dedicated account manager coordinating work across all locations. That means franchisees have someone to call with questions who isn’t you!
You’ll get the total financial control you always needed
Pilot puts you back in control of the business so you can plan. Get unblocked on major decisions because you know the numbers.
Meanwhile, your franchisees get insights to manage their margins
Pilot is 50/50 people and software—smart tools for instant insights, expert people for strategic guidance. Both working together on your business.
Owners can track per-location expenses
They can spot wasteful spend and set more profitable store hours.
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They can plan ahead with cash flow forecasts
Every location gets a dashboard that informs hiring, training, and sales.
They can sync any data with 10,000+ integrations
Pilot connects to every system your franchisees use, from sales and payroll to vendors and expenses, to categorise transactions automatically and keep every location’s financials in sync.
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Rest easy knowing it’s all simply handled
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A special discount for Social Geek listeners
Social Geek listeners get two months free with a new Pilot bookkeeping subscription
Essentials
Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.
What's included:
Cash-basis bookkeeping using data from your bank and credit cards
Standard chart of accounts
Year-end package for your tax preparer
Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
Support through in-app messaging
Core
Best for: Startups and growing businesses that need books to make operational decisions. Get reporting your partners, lenders, and investors trust.
Everything in Essentials, plus:
US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Bill management for up to 10 vendor bills per month
Custom chart of accounts
Reports on the 10th business day
Support from your dedicated team in-app, email, and over the phone
Custom
Best for: Growing companies that need a customized plan for the back-office.
Everything in Core, plus any of these:
Keep your existing QuickBooks account and historical data
Support for complex business structures
Custom workflows and reporting
Reports on the 6th business day
Full accounts receivable
Full accounts payable
Payroll administration
CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack
For Single Member LLCs
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Quarterly tax payments (safe harbor)
Schedule C for your LLC’s income and loss
Reporting for one of each income sources: W-2, K-1, rental property, and 1099
Year-round email support
For Partnerships and S-Corps
Starts at
What's included:
Free extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 25 1099-NEC filings
Year-round email support
For C-Corps
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 10 1099-NEC filings
Year-round email support
Is your business pre-revenue? Contact us for exclusive discounts.
Additional services
Basic
Starts at
Best for: companies seeking to analyze business performance and discover key insights.
What's included:
Custom financial model with strategic insights
Budget vs actuals variance analysis
Scenario planning model
Industry-specific KPI dashboard
Monthly call with your CFO
Essentials
Starts at
Best for: companies that need a finance expert to launch strategic projects and help drive growth.
What's included:
Everything in Basic
Cash and runway optimization
Investor & board reporting support
Basic fundraising and M&A support
Ad-hoc strategy support
Bi-weekly call with your CFO
Custom
Starts at
Best for: growing companies who need a finance leader but not ready for a six-figure hire.
Custom plans can include:
Everything in Essentials
13-Week Cash Flow Analysis
Investor updates & board presentations
Fundraising insights & equity story
Compensation planning and benchmarking
Acquisition and GTM strategy
Monetization and pricing strategy
Strategic planning & OKRs
Weekly calls with your CFO
Starter
Starts at
Best for: Pre-launch companies and brand-new businesses with no operations set up.
What's included:
Business incorporation through Stripe Atlas
Banking setup with Mercury
Setup for a payroll system that actually works
Pilot bookkeeping system setup
Essentials
Starts at
Best for: Companies with a few employees who want their operations handled by experts, not just software to figure out yourself.
What's included:
Everything in Starter (if you need the setup)
Banking support when things get messy
HR, payroll, and benefits that work
Invoice collection
Bill payment on time
Custom
Best for: Growing companies whose needs don’t fit in neat boxes—because your business isn’t like everyone else’s.
Custom plans can include:
Everything in Essentials
Invoice collection (high volume)
Bill payment on time (high volume)
State payroll and tax compliance that actually works
Plus whatever complexity your business demands
Stock administration without the legal bills