FRANCHISE BOOKKEEPING

Stop guessing at franchisee finances. Get standardized franchise bookkeeping across every location

Pilot gives multi-unit franchise owners standardized books, a dedicated bookkeeper per location, and reporting built for what your franchisor already requires — so you spend less time on month-end and more time running your locations. If you’re managing a whole network of franchisees, Pilot standardizes reporting across every one of them so you can finally compare P&Ls and coach every owner to success.

30+ franchise networks trust Pilot to standardize their finances

"Pilot saves me 15 hours per week, easily."
Joe Randesi
Co-Founder and CEO, Element5
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Franchise bookkeeping built to help every owner succeed

Pilot can handle bookkeeping, payroll, and invoicing for each franchisee—so they can focus on customers, not paperwork.

Getting your books set up before opening day

Signed your franchise agreement and opening in a few months? Pilot sets up your chart of accounts, connects your bank and point-of-sale systems, and gets your bookkeeping running before day one, so your first month of sales is captured cleanly instead of reconstructed after the fact.

Standardized bookkeeping

Most franchise owners struggle with inconsistent charts of accounts across locations. Pilot implements and follows the chart of accounts your franchise agreement requires, rather than substituting our own standard, so your books match what your franchisor expects to see and every location stays comparable to the next.

Timely monthly franchise financial reporting

Every location gets a profit and loss statement, cash flow statement, and balance sheet, delivered on the schedule and in the format your franchisor requires, without you assembling or forwarding anything by hand. You’ll see your entire franchise network at a glance and can finally manage margins across the board.

Bookkeeping across multiple locations and entities

Whether your locations sit under one LLC or you’ve structured each one separately, Pilot consolidates and separates your books however your entities are set up, so growth into a third or fourth location doesn’t mean rebuilding your bookkeeping from scratch.

Recording royalty fees, ad fund contributions, and franchise fees correctly

Royalty payments, ad fund contributions, and your initial franchise fee each need to be recorded and, in the case of the franchise fee, amortized correctly rather than expensed all at once. Pilot’s bookkeepers set up these accounts correctly from the start, so your books hold up to your franchisor’s review and your tax preparer’s year-end work.

Real-time insights for all

Every franchise owner gets expenses, top vendors, and spending patterns in their portal, built to answer the questions specific to your industry —plus Pilot’s AI to answer questions like "Where can we cut costs?" or "Can we afford to hire?"

A central concierge

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!

Total Peace of mind

Choosing your own bookkeeper vs. your franchisor’s recommended provider

Many franchisors recommend a bookkeeping provider, but you’re not required to use them. Pilot works within the reporting requirements your franchise agreement sets, so you get a provider that follows your franchisor’s rules without being limited to the one they point you toward.

EXPAND YOUR NETWORK

Finally, total financial control across your franchise network

Pilot puts you back in control of the business so you can plan. Get unblocked on major decisions because you know the numbers.

“The main reason I’d recommend Pilot is they help you spend less time working in the business and more time working on the business.”
Katie Spies
Founder and CEO, Maev

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.

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.

Frequently asked questions

Is QuickBooks Online enough, or do I need something franchise-specific?

Pilot runs on QuickBooks Online, the same system most franchisors and accountants already expect, rather than a proprietary platform. You get franchise-specific reporting and chart-of-accounts compliance without giving up the industry-standard ledger.

How is this different from bookkeeping for an independent small business?

A general small-business bookkeeper doesn’t know what your franchise agreement requires. Franchise bookkeeping means following a chart of accounts you don’t control, reporting on a schedule your franchisor sets rather than one you choose, and keeping every location comparable to the next — requirements a standard small-business bookkeeping engagement isn’t built around.

Switching bookkeeping providers mid-year

Moving providers partway through the year doesn’t mean starting over. Pilot picks up your existing chart of accounts and historical transactions, so your year-to-date numbers stay intact through the switch.

What’s the best outsourced accounting firm for multi-unit franchise operators?

Look for a provider built for multi-entity, multi-location structures specifically, with a dedicated bookkeeper per location and reporting that follows your franchisor’s required chart of accounts and schedule.

How much should a franchisee expect to pay for outsourced bookkeeping and tax?

Pricing typically scales with the number of locations and monthly transaction volume. See Pilot’s pricing page for current plans, or talk to an expert for a quote based on your network size.

What financial reports do franchisors typically require each month?

Most franchise agreements require a monthly profit and loss statement, balance sheet, and cash flow statement, delivered on a set schedule so the franchisor can review performance across the network.

I’m ready to hand off bookkeeping for multiple locations. How do I get started?

Talk to an expert about your current setup and number of locations. Pilot will set up your chart of accounts to match your franchisor’s requirements and assign a dedicated bookkeeper before your next close.

Rest easy knowing it’s all simply handled

It’s relieving knowing that there’s another set of eyes—and also a trained algorithm—paying attention to our books in a way that QuickBooks doesn’t. That combination is amazing.
Bjork Ostrom
Co-Founder, Pinch of Yum
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A CFO works best when Bookkeeping, Operations, and Tax are handled

Bookkeeping

Accurate, on-time books your CFO works from. Software handles the volume, and our team finalizes every close. The foundation every Pilot CFO engagement starts with.

EXPLORE BOOKKEEPING

Outsourced Operations

Payroll, AP/AR, vendor management, and expense operations. For founders who need finance and operations support from the same partner, on one bill.

EXPLORE OPERATIONS

Tax

R&D credits, federal and state filings, and the tax work that can fall through the cracks at a fast-moving company. Works with your CFO during year-end planning.

EXPLORE TAX

And standardize everyone’s books

Talk to an expert