What is Pilot?
Pilot is an enterprise accounting and general ledger software for startups or small enterprises. The platform helps them handle bookkeeping, taxes, and other financial operations. For example, administrators can submit federal, state, and local income taxes and receive real-time progress information on filings.
Annual budgeting, investor reporting, pitch evaluations, fundraising tactics, forecasting, and other professional services are all managed through the platform. Managers may use Pilot to evaluate transactions and create financial statistics such as profit and loss, cash flow, and balance sheet every month. Burn rates may also be calculated, and inventory updates can be shared with eCommerce shops.
Pilot allows businesses to process bills, produce and distribute invoices with relevant staff, manage costs, develop budgets, and assess the financial health of their organizations. Employees can also track R&D costs and gather supporting documentation.
Pricing
Starting at $499/month · Subscription
Features
22 features that make Pilot stand out.
Pros & Cons
Pros
- Comprehensive Financial Services:Pilot offers an all-in-one approach, covering bookkeeping, CFO services, tax, and R&D, which is highly valued by customers for its efficiency and effectiveness.
- User-friendly and AutomatedThe software is praised for its ease of use, automation, and the quality of bookkeeping, removing the need for in-house expertise at a fraction of the cost.
- Responsive and Professional SupportPilot’s support team receives high marks for being responsive, patient, and professional, often seen as an extension of the customer’s team.
- Effortless IntegrationCustomers appreciate Pilot’s ability to integrate seamlessly with other software packages like Quickbooks and Stripe, facilitating a smoother workflow.
- Customizable Service PackagesPilot offers flexibility in services tailored to meet the specific needs of businesses, from startups to large enterprises, including the option for accrual or cash basis bookkeeping.
Cons
- PricingWhile many find Pilot’s services valuable, some users consider the pricing premium, especially for tax filing services, which may not always meet expectations in terms of responsiveness.
- Bugs and Improvements in PortalThe transaction classification portal, though improving, can be buggy, indicating room for enhancement in the user interface.
- Tax Service ResponsivenessThere’s a noted need for improvement in the customer support outside of bookkeeping, specifically for tax return assistance, where responsiveness could be enhanced.
- CPA RelationshipsUsers who prefer building long-term relationships with CPAs noted that changes in assigned CPAs without notice could be a downside.
- Feature DevelopmentThere’s a desire for continuous development of automation to reduce manual adjustments, suggesting that while the automation is appreciated, there’s room for further enhancement.
Pilot alternatives
Tools buyers consider alongside Pilot.
No alternatives listed yet.
Frequently asked questions
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About the authors
Rashi Arora is currently working as a Project Manager at Aventra Group. Prior to this, she was a Product Owner at Broadcom. Rashi has gained expertise by managing renewals on Salesforce CPQ and improving the Renewal Admin Portal. Her strategic involvement in transitioning customer experiences from perpetual to SaaS models highlights her ability to modernize business operations. Rashi’s academic background from the prestigious International Institute of Information Technology Bangalore, coupled with her training from Product School, forms a strong foundation for her career. She effectively comb
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Ana Maria Stanciuc is a highly skilled writer and content strategist with 10+ years of experience. She has experience in technical and creative writing across a variety of industries. With a background in journalism, her expertise goes beyond writing, as she brings a unique combination of creative storytelling and technical accuracy to her work. She is currently the Head of Content at Tekpon and the Editor in Chief for Tekpon Magazine. In her current role, she leverages her extensive writing experience and strategic insight to produce valuable content. Ana-Maria specializes in reviewing and cu
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