Pilot

Overview

Pilot serves 3,000+ small businesses and startups as a combined software and human accounting firm. Their model pairs AI-powered bookkeeping tools with US-based bookkeepers and former CFOs who have guided companies through fundraising, hiring decisions, and acquisitions. The entry-level Essentials plan starts at $99 per month and handles cash-basis bookkeeping, account reconciliation, and monthly close for businesses with up to $100,000 in monthly expenses. Step up to the Core plan at $299 per month and you get a dedicated US-based bookkeeper, accrual or cash-basis books, custom reporting, and phone support. Tax filing, fractional CFO advisory, and back-office operations support are available as add-ons. Real customer results include a healthcare staffing firm that booked 20% more revenue after Pilot resolved a $1 million invoice backlog, and a startup that closed its pre-seed round within four weeks of incorporating.

Features

• AI categorizes transactions and closes books monthly starting at $99/month
• Dedicated US-based bookkeeper on Core plan delivers reports by the 10th business day
• Tax filing for LLCs, S-Corps, partnerships, and C-Corps bundled with bookkeeping
• Fractional CFO advisory starts at $1,750/month with scenario planning and KPI dashboards
• COO services cover payroll, bill payment, invoice collection, and HR starting at $500/month

Best for

Pilot works best for growth-focused small businesses and startups that have outgrown DIY bookkeeping and need clean, investor-ready financials. It fits especially well for founders preparing to raise capital, hire aggressively, or position their company for acquisition.