Pilot is a managed bookkeeping and accounting service that combines software automation with a team of dedicated human accountants, targeting startups and technology companies. Each month, Pilot connects to bank accounts, credit cards, payroll systems, and payment platforms, uses AI to categorize transactions, and delivers reviewed, closed books with a standard package of monthly financial statements—profit and loss, balance sheet, and cash flow. Tax preparation and filing, R&D tax credit support, and CFO advisory services are offered as separate add-ons, allowing companies to layer in services as their financial complexity grows.
Pilot's core market is venture-backed startups and technology companies that need investor-grade financial reporting and are willing to pay a premium for a service that combines software efficiency with human accountability. It's also well-suited for growing businesses transitioning from basic cash-basis bookkeeping tools to accrual-basis accounting, particularly those that report to investors or lenders who require consistent monthly financials. Pilot is less cost-effective for very early pre-revenue businesses with minimal transaction activity; the service is priced for companies where the volume and complexity of transactions justify the managed service fee.
Pilot's pricing is based on monthly expenses or revenue, with separate tiers for bookkeeping, tax, and CFO services that can be purchased independently. Onboarding involves reviewing and migrating historical books—Pilot handles the reconciliation of prior periods—which can take a few weeks depending on the state of existing records. Once live, the service runs with minimal day-to-day involvement from the client, with a dedicated finance expert available for questions and reviews. A company's CEO, CFO, or controller oversees the relationship and reviews deliverables; the bookkeeping team handles the underlying work.
