Most founders didn't start companies because they love bookkeeping. Pilot handles the financial back office stuff that nobody wants to do but everybody needs done right: bookkeeping, tax prep, R&D credits, and fractional CFO services. Their AI assistant lets you ask questions about your financials in plain English and get real answers backed by actual numbers, not guesses.
Main Features
- Managed Bookkeeping: Professional monthly bookkeeping by expert accountants using accrual-based methods. Monthly close with reconciled statements, not a mess you fix at tax time.
- Tax Preparation and R&D Credits: Full corporate tax filing including federal, state, and R&D credit preparation to maximize savings. They know startup tax inside and out.
- Fractional CFO Services: On-demand CFO support for financial modeling, board decks, fundraising strategy, and cash flow planning from operators who've actually scaled companies.
- AI Financial Assistant: Ask natural-language questions like 'How did our burn rate change last quarter?' and get instant answers backed by your real books.
- Real-Time Expense Tracking: Automated bank feed sync with intelligent categorization pushed to dashboards you can check anytime, not just at month-end.
- Cash Flow Modeling: Run multiple what-if scenarios to model runway, hiring plans, and revenue projections with visual forecasts.
- Investor-Ready Reporting: Monthly financial packages (P&L, balance sheet, cash flow, SaaS metrics) formatted for investors and board meetings.
- 50+ Tool Integrations: Native integrations with QuickBooks, Gusto, Stripe, Brex, Mercury, bill.com, and pretty much every tool your startup already uses.
Who Should Use It?
- Pre-Seed and Seed Founders: Founders who need clean books from day one to avoid painful catch-up later.
- Series A/B Companies: Startups preparing for investor diligence or fundraising rounds who need GAAP-compliant accrual accounting.
- Small Business Owners: People outgrowing DIY bookkeeping in spreadsheets who want professional help without hiring full-time.
- R&D Tax Credit Seekers: Founders who need R&D credit expertise without hiring a specialized tax consultant.
- Financially Strategic Founders: CEOs who want fractional CFO guidance for big decisions like pricing changes or market expansion.
- Scale-Ups: Companies transitioning from cash-basis to accrual accounting for audits and enterprise customers.