Pilot is an online bookkeeping service specializing in providing bookkeeping services for businesses of all sizes.
Their goal is to put premium bookkeeping solutions within reach of every business, so you can leave the number crunching to their qualified bookkeepers and put your time into other areas of your business.
The company has been in business since 2017. Their headquarters and all of their staff are based in San Francisco, US.
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The company is backed by a long list of entrepreneurs that helped them raise more than $15 million in Series A financing.
Their ideal customers are individuals and businesses up to 300 employees looking to outsource their bookkeeping. Pilot offer sliding-scale rates based on the number of expenses a business has so you pay a rate that reflects the amount of work involved.
Pilot says that being created by startup founders helps them better understand other startups and their bookkeeping needs. So, if you’re a startup looking for an online bookkeeping service I’d recommend checking them out.
When you sign up with Pilot you’ll be assigned a dedicated bookkeeper. This is not always the case with online bookkeeping services, but building that working relationship and familiarity is a huge bonus for me.
How Pilot Works
When you sign up with Pilot there is a just a couple of things to do before you can hand over your accounting to one of their bookkeepers:
- Meet your dedicated account manager – You’ll be assigned a dedicated account manager. It’s nice to have a consistent point of contact and someone that will get to know you and your business better over time.
- Integrating systems – Your account manager will walk you through how to integrate your existing processes and software with Quickbooks so they can automate as much of your bookkeeping as possible.
- Check your monthly reports – All that’s left for you to do is check your monthly reports containing your cash flow statements, profit and loss, and balance sheet and raise any queries if you have any.
If you have any questions throughout the month you can talk to your account manager through the Quickbooks portal or by email at no extra cost.
Preparing tax returns, allocating expenses, and compiling all the incoming and outgoing financials of a business are some of the more time-consuming tasks Pilot will take off your plate.
Pilot integrate Quickbooks with your systems and take all the heavy lifting off your hands. They handle all of your bookkeeping needs and produce monthly reports summarizing all the information.
Plans and Pricing
Pilot has two pricing plans, one designed for small business handling up to $200k in monthly expenses, and one for larger businesses dealing with multiple entities, more than $200k in expenses, or in need of a custom plan.
Their two plans are as follows:
- Pilot Core – Starts at $195 per month (if paid annually) and scales up based on your monthly expenses.
- Pilot Plus – Starts at $1,000 per month.
Their Pilot Core plan starts at $195 for businesses processing up to $14,850 in monthly expenses. Jumping up to $255 for businesses processing expenses up to $29,700 per month and continues scaling up in that fashion.
They have a sliding bar on their pricing page so you can easily check how much you’ll be paying a month based on your business’s expenses, and they offer a risk-free trial.
Bookkeeping.com operate on a custom quote only basis, while Bench offer a free trial and similar rates as Pilot.
Have you worked with Pilot? If so, please leave a review below to help others with their decision.