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features
design
support

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Description

Customized financial models, advanced KPI dashboards, and insightful recommendations from our specialists empower you to enhance customer loyalty, secure funding, and surpass your goals, all supported by our team's wealth of knowledge and experience. These tools are designed for you to easily access or present to your board or venture capital team. Employing a full-time executive can be a significant financial burden, but our service provides the advantages of extensive SaaS finance expertise at a fraction of the typical cost. We are deeply immersed in SaaS financial matters every single day, effectively becoming an integral part of your team. The SaaS model diverges from conventional business practices, and your financial systems should reflect that difference. Eliminate uncertainty regarding the optimal ways to leverage your data; we have established SaaS-specific frameworks for your metrics to facilitate precise business decisions in collaboration with our knowledgeable team. Regardless of whether you're facing resource constraints or simply lack the time to strategize effectively, we are committed to addressing the unique needs of your business and helping you thrive in the competitive landscape. Our approach ensures that you are not just keeping pace but are also positioned for growth and success.

Description

Pilot manages your financial affairs, allowing you to concentrate on expanding your business. More than a thousand companies trust Pilot for their bookkeeping, tax assistance, budgeting, fundraising aid, and beyond. With Pilot, you gain access to a committed team of finance specialists based in the US who possess a thorough understanding of your business, as well as software that seamlessly integrates with your existing financial tools such as QuickBooks, NetSuite, and Stripe. This enables you to operate your business with a transparent view of your finances. Pilot ensures you receive precise financial records every month, punctually. Our knowledgeable team is supported by robust software that effectively reduces common mistakes. Expect prompt and attentive service, as your dedicated finance expert is well-acquainted with your business's intricacies. Your monthly financial reports include tailored statements suited to your sector, such as burn reports for startups or inventory tracking for eCommerce businesses. With accrual-based bookkeeping and comprehensive CFO support available whenever necessary, Pilot is designed to grow alongside your enterprise. Furthermore, our proactive approach provides you with insights that empower strategic decision-making for the future of your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Brex No 
Expensify No 
Gusto No 
NetSuite No 
OpenAI No 
Scale GenAI Platform No 
Square POS No 
Stripe No 

Integrations

Brex Yes 
Expensify Yes 
Gusto Yes 
NetSuite Yes 
OpenAI Yes 
Scale GenAI Platform Yes 
Square POS Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$599 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

KPI Sense

Founded

2019

Country

United States

Website

kpisense.com

Vendor Details

Company Name

Pilot

Founded

2017

Country

United States

Website

pilot.com

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition Yes 
Spend Management No 
Tax Management Yes 

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing Yes 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Alternatives

Alternatives

Core Strategy Reviews

Core Strategy

Core -CSI LLC