ORGANIZED TO HELP YOU GROW
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4.9
June 2025
4.9
June 2025
4.9
June 2025

Financial management support for growing creative agencies

Pilot keeps your books, then goes further—with cash dashboards and profitability insights. “I’d have a HUGE tax burden if it weren’t for Pilot,” says Ben Beck, Founder of Online Stampede.

AGENCIES Before PILOT

Income anxiety

  • Guessing at project pricing
  • Juggling cash week-to-week
  • Outgrowing your bookkeeper
  • Feeling overwhelmed by finances
AGENCIES WITH PILOT

Clarity & cash flow

  • Real-time profitability insights
  • Forecasting and planning
  • CFO support and a vision
  • Clear dashboards and expert guidance

Track client profitability across every project and retainer

Dylan Foley

Former finance & operations leader for startups and small businesses

"I've helped 45+ startups build scalable finance and operations, giving founders the clarity and infrastructure to grow with confidence."

PRICING STRATEGY

CFO services built for creative agencies

Reinventing pricing on every project? Your CFO can give you a pricing strategy and build a cash flow model so you can see what’s coming in 13 weeks out. With a CFO’s support, you always feel confident you can make payroll, decline small projects, and pitch bigger clients.

ACTIONABLE INSIGHTS

See your agency’s profitability metrics in the Pilot dashboard

Pilot’s financial dashboards help creative agencies track client profitability, revenue trends, utilization rates, and operational performance in real time.

The accounting service you can fully trust

The Pilot team understands
our business and has been able to grow with us from a single to multi-product company.
Christopher Koop
CFO, Crossnet
John Doe
COO
Pilot is a fantastic service. It has saved us so much time on taxes that we can spend on growing our business.
Greg Wells
Product Manager, Greynoise
BOOK TIME TO TALK

Grow your agency with Pilot

Get the peace of mind that comes from partnering with our experienced finance team.

Your resource toolkit

Contract or full-time? A hiring guide for creative agencies →

80% utilization makes agencies more profitable-here's why →

How to stop scope creep from wrecking your agency's profits →