We integrate with hundreds of tools like Bill.com, Stripe, and Gusto. You didn’t start a business to track your cash flow or reconcile accounts. But we did.Pilot gives you the freedom to focus on your business, knowing you’ll receive accurate, detailed books every month. Qualitatively we can respond more accurately and quickly to questions from current and future investors and better implement controls for our internal operations. Quantitatively, we have grown the business 3x since Pilot joined. And on the micro, we’ve been able to save tens of thousands of dollars through improved negotiations with our customers / cash flow management.
Reliable bookkeeping and technology for clearer financial insights.
As a new business co-founded by two people who do not have business degrees (or any finance experience outside of Google Sheets). Whether you’re just getting started or you’re Outsource Invoicing an established company, our team has extensive experience to handle your specific situation. Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.
You’ll get a dedicated finance expert
To calculate those expenses, Pilot uses the money you spend each month — including payroll, cost of goods sold and distributions. Provided those requirements are met, you can sign up for Pilot and get matched with a dedicated bookkeeper, who will help you through the onboarding process. The bookkeeper will learn about your finances, integrate any financial software with QuickBooks Online and set up your automatic transaction import. Pilot allows businesses to process invoices, create and share invoices with relevant staff, track expenses, pilot accounting create budgets, and analyze business financial health. Employees can also identify R&D expense reports and collect supporting documents to claim tax credits. Xero is a cloud-based accounting platform designed for small to medium enterprises.
COMPANY
- Pilot aims for accuracy and transparency in both our books and how our service works.
- The San Francisco-based company closed a $100 million funding round this week, doubling its valuation to $1.2 billion.
- Pilot provides bookkeeping services to a number of customers that are also audited.
- The pricing is far more affordable, starting at just $249/month.
- While the onboarding process isn’t perfect, the quality of service more than makes up for it – especially at a competitive starting price of $259/month for small businesses.
Plans for Pilot Bookkeeping start at $599 per month for businesses with less than $30,000 in monthly expenses. If you want to upgrade to the Select plan at this level, your price starts at $849 per month. As your monthly expenses increase, the plan prices grow quickly, maxing out at $899 per month for the Core plan and $1,149 per month for the Select plan. For the most customized bookkeeping Pilot has to offer, the Plus plan includes advanced services like accounts receivable and accounts payable tracking, billable expenses and inventory tracking. For instance, for expenses up to $29,999, the Starter plan is priced at $349 per month, while the Core plan is $499 per month. A dedicated bookkeeper guides you through Pilot’s onboarding process, which includes learning about your finances, integrating with QuickBooks Online, and setting up automatic transaction imports.
- If you do not terminate your subscription within such 30-day period, you agree that your continued use of the Services constitutes your agreement to pay, and your authorization for us to collect payment from you in accordance with Section 4.3 of, such increased or updated fees.
- In addition to basic bookkeeping services, Pilot’s subscription includes several supporting features.
- If applicable, deferred revenue is recognized over the service period.
- Cash accounting only tracks when money enters or leaves a bank account.
- If you are not a bookkeeping Services customer for the quarter following your fiscal year end, we will not perform year-end bookkeeping activities and will not bear responsibility or liability with respect to any failure to perform year-end bookkeeping activities on your behalf.
Our bookkeeping Services are a solution for bookkeeping and financial organization for business and organizational customers where we maintain your accounting books based on information provided by you or at your direction. Unless we expressly agree otherwise, our bookkeeping Services and any related communications with us are not a substitute for and do not include legal, regulatory, tax, financial, real estate, or healthcare advice. While Pilot’s core focus is bookkeeping, they also offer CFO services at three tiers to help grow your business. Their Basic CFO plan at $1,750/month provides business performance analysis, while the cash flow Essential tier ($3,150/month) helps initiate strategic projects. For companies needing deep financial leadership, their Custom plan ($5,250/month) offers comprehensive CFO integration.
