Full-stack financial services for Consumer Goods & Retail companies

Fuel your growth with Pilot’s expertise. We help hundreds of consumer companies with complex channels, inventory controls, fundraising, and taxes.

Hundreds of consumer businesses trust Pilot

pilot custom ecommerce reports

Accurate statements every month

Get a monthly report that includes the metrics that matter: your inventory statement, merchant fees, cost–of–goods–sold, and more. We sync with the tools you already use like Shopify, Amazon, Stripe, or Paypal, making a single source–of–truth. Our mix of experts and software deliver books with unmatched accuracy.

Personal, expert support

Meet your finance expert who knows your business inside and out. Together, you’ll establish the right financial foundation, from the best tools to projections. We’re your finance partner from the start.

pilot custom expert support
pilot full claim process handling

One–stop finance shop

Get the full bookkeeping, tax, and finance help your business needs. With Pilot Tax, we’ll file your taxes and 1099s. Need help with budgets, accounts receivable or payable? We offer these and other additional services to help you make smart business decisions based on your numbers.

You’re in good company

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and hundreds more...

Ryia Founder

Pilot has been a fantastic partner, and I honestly don't think there are any comparable alternatives in the space. As a founder, it's a relief to feel like someone responsible is handling this and it helps me stay on top of an important part of my business without spending much time on it. Their approach combines a human touch with the efficiency and reliability of an automated process.

Sarina Siddhanti
CEO, Co–Founder

Pilot has been able to grow with us as we’ve gone from a single product to multi-product company. The team understands e-commerce businesses and has the industry knowledge on the systems we should use to make our bookkeeping smooth.

Christopher Koop
CFO
Cross Net Founder

Hundreds of consumer businesses have mastered their finances with Pilot

Food & Beverage

businesses rely on Pilot

Health & Beauty

businesses rely on Pilot

Apparel & Accessories

businesses rely on Pilot

Sports & Outdoors

businesses rely on Pilot

Other Consumer & Retail

businesses rely on Pilot

The best in e-commerce integrations

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Frequently asked questions

Why is bookkeeping for consumer and retail companies unique?

Online retailer and consumer companies face challenges around managing physical goods (such as COGS, inventory, supply chain, fulfillment), and often have complex selling channels (such as multiple platforms, differing fee and payout structures, and multiple payment processors). They also tend to have large transaction volumes. All of these things affect your books, which is why it’s important to have a bookkeeper with a strong background in your industry.

What kinds of consumer and retail customers does Pilot support?

Pilot serves consumer and retail customers of all shapes and sizes, across different sectors (food and beverage, apparel, hard goods) and business models (direct-to-consumer and multi-channel retailers, manufacturers, wholesalers).

What types of sales platforms do your customers use?

We have customers using every major e-commerce platform, including Shopify, Amazon, WooCommerce, Magento, BigCommerce, and Salesforce Commerce Cloud.

Do you handle inventory?

Pilot makes inventory updates in your financial statements every month based on data provided either directly by you or by the source of truth for your inventory, such as an inventory management system (e.g., TradeGecko / Quickbooks Commerce).

How does Pilot calculate Cost of Goods Sold?

There are several different components that make up Cost of Goods Sold (COGS) for a typical Consumer and Retail company:

  • For product COGS (i.e., the actual cost of the items sold), we base our calculations on inventory and fulfillment information you share with us.
  • For Merchant Fees and Shipping Costs, we track your metrics automatically and categorize your variable expenses in COGS.
  • For all other variable costs you wish to track as COGS (e.g., Storage Costs), we work with you to create accounts and categorization rules to implement this for your business.
What system do you recommend for managing inventory?

We work with a variety of inventory management solutions but recommend TradeGecko/Quickbooks Commerce and Skubana based on their simplicity of use and ability to scale. Read more about our recommended technology stack for growing retailers here.

How does Pilot handle returns/gift cards?

Our automation pulls this information directly from your store, ensuring you have accurate figures for both items month–over–month.

Does Pilot have the ability to break out Amazon/Shopify fees in the P&L?

Yes, Pilot can separate our merchant fees of all types in your Profit and Loss statements.

Does Pilot break out revenue and costs by product and/or channel?

Yes, Pilot can break out revenue and costs in your P&L by product line and/or channel. Depending on the degree of granularity you’d like to capture, we recommend doing this in the P&L itself for simpler break-outs (e.g., revenue by channel) and via a detailed KPI dashboard for more complex analysis (e.g., monthly profitability by SKU).

Your Core plan includes connections to four financial institutions, but my business uses more than four. Does that mean I'm a Plus customer?

For simple consumer and retail companies that have more than 4 financial institutions, we offer the option of adding additional financial institutions to your Core subscription for a flat fee.

Does Pilot handle sales tax?

We don’t currently offer sales tax services, but can recommend a number of software and service providers depending on your needs.

Can Pilot help me manage KPIs that aren’t in the books?

Yes, we offer KPI tracking and dashboards through CFO Services. For Consumer & Retail clients, our CFO Services team typically helps track KPIs such as marketing metrics throughout the customer funnel, LTV/CAC, inventory turns, and profitability across the product portfolio.

Can Pilot help me raise capital?

Yes, through the Fundraising Strategy & Support package offered by our CFO Services. Our experienced CFOs can assist with strategy, pitch narrative and deck development, financial and market analyses, and more.


All your back-office needs solved

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Tax

Stay compliant and up-to-date with Pilot Tax. We’ll prepare and file your federal, state, and local income taxes—as well as your 1099s. Plus, get live reminders and status updates about your filings.

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Extended Services

Sometimes you need help with the financial grunt-work, beyond bookkeeping. With extended services, we can help you pay your bills, invoice your clients, and more.

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CFO Services

Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

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Ready to get your ecommerce books done right?