Pilot

Finance, tax, and bookkeeping for startups and growing businesses.

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Overview

Pilot provides a combination of expert bookkeepers and powerful software to handle the bookkeeping, tax, and CFO service needs of startups and small businesses. Similar to Bench, it's a service rather than just a DIY tool. Pilot specializes in the needs of tech startups, including accrual basis accounting, managing complex revenue recognition, and providing investor-ready financial reports.

✨ Key Features

  • Dedicated Account Manager
  • Accrual Basis Bookkeeping
  • Monthly Financial Reports
  • Tax Preparation & Filing
  • CFO Services (Add-on)
  • R&D Tax Credit Services
  • Burn Rate & Runway Calculations

🎯 Key Differentiators

  • Focus on startups and high-growth companies
  • Offers integrated CFO and tax services
  • Emphasis on accrual basis accounting and investor-ready financials

Unique Value: Delivers a full-stack finance solution (bookkeeping, tax, CFO) that scales with high-growth companies, providing peace of mind and strategic insights.

🎯 Use Cases (4)

Bookkeeping for venture-backed startups Financial management for growing tech companies Outsourcing finance operations Tax preparation for C-Corps and LLCs

✅ Best For

  • Providing accurate, on-time financials for board meetings and investor updates.
  • Managing complex accounting for SaaS businesses.
  • Maximizing R&D tax credits for tech startups.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • DIY bookkeepers
  • Very small businesses or freelancers with simple cash-basis needs
  • Businesses outside the technology sector

🏆 Alternatives

Bench Zeni Botkeeper

More comprehensive than basic bookkeeping services like Bench, and more tech-enabled and startup-focused than traditional accounting firms.

💻 Platforms

Web

🔌 Integrations

QuickBooks Online Gusto Stripe Brex Ramp Bill.com

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

$499.00/mo

Free tier: NA

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