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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.
Description
Streamline your financial operations with automated bookkeeping that delivers precise spending insights in near real-time. With daily, weekly, and monthly books being closed automatically, you can make informed decisions with greater assurance. User-friendly and customizable charts and graphs present essential KPIs such as working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. Enjoy a comprehensive overview with data refreshed every 15 minutes, while an intuitive portal lets you review and reconcile all outstanding financial transactions. Integration with third-party platforms like Sage Intacct, QuickBooks, and Bill.com simplifies your back office processes. If you need assistance, a dedicated professional from PwC is readily available to provide support. Bookkeeping Connect, offered by PwC, applies over a century of expertise to support not-for-profits, small and medium-sized businesses, family offices, private firms, and service organizations. Additionally, you will receive personalized introductions to PwC experts specializing in mergers and acquisitions, R&D tax credits, capital markets, and various other fields, ensuring that you have access to the best resources for your unique needs. This tailored approach not only enhances efficiency but also empowers your organization to thrive.
API Access
Has API
No
API Access
Has API
No
Integrations
Gusto
Yes
Brex
Yes
Claude for Financial Services
No
Clio
No
Expensify
Yes
NetSuite
Yes
OpenAI
Yes
QuickBooks Online
No
Scale GenAI Platform
Yes
Square POS
Yes
Integrations
Gusto
Yes
Brex
No
Claude for Financial Services
Yes
Clio
Yes
Expensify
No
NetSuite
No
OpenAI
No
QuickBooks Online
Yes
Scale GenAI Platform
No
Square POS
No
Pricing Details
$599 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Pilot
Founded
2017
Country
United States
Website
pilot.com
Vendor Details
Company Name
PwC
Founded
1998
Country
United Kingdom
Website
www.pwc.com/us/en/products/insightsofficer.html
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
Product Features
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
