Pilot Code Promo

Pilot is a financial management and accounting platform designed to simplify business financial operations. It provides comprehensive services such as bookkeeping, payment management, tax preparation, and detailed financial reporting. Pilot enables businesses to centralize their financial activities, track transactions in real-time, and gain a clear overview of their financial health.

With its intuitive interface and automation tools, Pilot streamlines collaboration between finance teams and reduces human errors. By combining accounting expertise with advanced technology, Pilot helps businesses efficiently manage their finances, optimize financial processes, and focus on growth.

Bookkeeping with unmatched accuracy

Run your business with a clear picture of your finances. With Pilot, you get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors.

Personal, expert support

Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up.

Industry-specific reporting

Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for ecommerce.

Expertise in growing businesses

With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.

Seamless tax service

Stay compliant with Pilot Tax. Built on your books, we’ll prepare and file your federal, state, and local income taxes, as well as your 1099s. Plus, get live reminders and status updates of your filings at your fingertips.

R&D credit that saves you thousands

Worth up to $250,000 per year, the R&D credit could save your business thousands. Claiming it can be complicated and tedious—but we make it simple. We assess your expenses to maximize your credit, prepare documentation to back up your claim with the IRS, and ensure it’s applied correctly.

Expert CFO services, customized for you

Grow your business with the advanced finance support you need, when you need it. Our extensive CFO Services include annual budgeting, ongoing financial support, pitch assessment, fundraising strategy, and more.