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Offers (2)

New customers
20% off Pilot Essentials or Core for six months
Discount 20%

Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.

What's included:

Real-time visibility into your finances

Cash- or accrual-based P&L and balance sheet enriched with data from all your tools and systems

Faster monthly close with reports delivered on the 10th business day

Year-end package for your own tax preparer

Support from your dedicated US-based bookkeeping team in-app, email and over the phone

Offer Eligible at Any Funding Stage
$1,000
Up To
New customers
10% off CFO Services
Discount 10%

The Budget & Forecast Model for every plan includes:

  • Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
  • Budget vs actuals
  • Headcount & compensation plan
  • Scenario planning (base case, bear case, bull case)
  • Industry-specific KPI dashboard

Offer Eligible at Any Funding Stage
$6,000
Up To

Basic Info

Pilot specializes in providing bookkeeping, tax services, and CFO consulting to high-growth companies, ranging from pre-seed to Series D. (This is the third startup for the founding team, so they have a very visceral understanding of the founder journey).

When you work with Pilot, you’re paired with a dedicated finance expert who takes the work off your plate (and is available to answer your questions)—so you can focus on your business.

Why work with us

  • Run your business with a clear picture of your finances. Our expert finance team is assisted by powerful software that automatically eliminates common errors. We integrate with tools you already use, like QuickBooks, Brex, Gusto, Stripe and more.
  • Grow your business with the advanced finance support you need. Our CFO team can get your budgets set up, provide ongoing CFO consulting, fundraising strategy, and more.
  • Extend your runway by claiming the R&D credit. If your business incurred R&D expenses in the U.S., you may be able to claim a tax credit of $250,000 or more. We handle the full claims process and provide the necessary documentation to back up your claim with the IRS.
  • Access fast and responsive support. You have a dedicated US-based finance expert who knows your books and business from the ground up.

Clients (5)

Brilliant.org

Internet Software & Services

Lattice

Internet Software & Services

Circle Medical

Health Care Providers & Services

Woebot

Internet Software & Services

Brochure

Company focus

Services

Accounting & Finance

Industries

Biotechnology
Computer Software
Computer Hardware
Consumer Goods
Consumer Services
E-learning
Information Technology and Services
Computer Games
Computer & Network Security
Food & Beverages
Fund-Raising
Legal Services
Marketing and Advertising
Medical Devices
Nanotechnology
Packaging and Containers
Semiconductors
Venture Capital & Private Equity

Social Media