Pilot

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Pilot offers expert bookkeeping, CFO, and tax services for startups and small businesses. It combines smart tools with strategic guidance to help businesses manage finances and make confident decisions.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Mixed

About

What is Pilot?

Pilot provides comprehensive financial services tailored for startups and small businesses, encompassing expert bookkeeping, CFO, and tax services. The platform integrates smart tools with strategic guidance from experienced CFOs and operators, offering real-time insights and dashboards. Pilot helps businesses track expenses, model cash flow scenarios, and ensure IRS-ready books year-round. Services include R&D credit assistance, stock administration, and outsourced operations, enabling founders to focus on growth while Pilot handles complex financial management and compliance. They specialize in supporting growth-minded businesses through various stages, from expanding teams to optimizing profitability and planning exits.

Best used for

Ideal for startup founders and small business owners who need to streamline financial operations, gain strategic insights from experienced CFOs, and ensure tax compliance. Especially valuable for growth-minded businesses navigating team expansion, securing capital, or optimizing for profitability.

Common actions

manage finances

optimize cash flow

ensure tax compliance

gain financial insights

strategize growth

CFO servicesBookkeepingAccountingFinancial ManagementSMB financeStartup FinanceFinancial reportingtax

Capabilities

Key features

Expert bookkeeping services
CFO strategic guidance
Tax preparation services
R&D credit assistance
Financial dashboards
Cash flow modeling
Stock administration

Target Audience

startup foundersmall business owner

Integrations

quickbooks-onlinexero

Pricing & Plans

Likely Not Free

Paid

FAQs

What are the requirements to work with Pilot?

To ensure accurate bookkeeping, Pilot requires electronic transaction access, expense reporting software, and no commingling of personal and business expenses. These requirements help them deliver the most precise financial services for your business.

Why does Pilot use QuickBooks Online?

Pilot uses QuickBooks Online for its seamless tax preparation, industry-standard recognition among financial professionals, and data portability. This ensures your financial data is accessible and useful, even if you decide to transition from Pilot in the future.

Can Pilot help with payroll services?

Yes, Pilot can provide payroll support as an additional service. Interested clients should contact their sales representative for specific details and to discuss how this can be integrated with their existing financial services.

What types of businesses does Pilot support for e-commerce?

Pilot supports consumer and retail businesses of all sizes and models, including direct-to-consumer, multi-channel retailers, manufacturers, and wholesalers. They work with major e-commerce platforms like Shopify, Amazon, WooCommerce, and Magento.

Does Pilot offer sales tax services?

Currently, Pilot does not offer sales tax services directly. However, they can recommend various software and service providers that specialize in sales tax, depending on your specific business needs.

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