Über Pilot

Pilot is a general ledger and enterprise accounting software designed to help startups and small businesses manage bookkeeping, taxes, and other financial processes. Administrators can file various income taxes including federal, state, and local and receive status updates regarding fillings in real-time.

The platform enables teams to manage annual budgeting, investor reporting, pitch assessments, fundraising strategies, forecasting, and other professional services. Pilot allows managers to analyze transactions and generate monthly financial reports including profit and loss, cash flow, and balance sheet. Operators can also calculate burn rates and share inventory updates with eCommerce retailers.

Pilot lets businesses process bills, create and share invoices with concerned personnel, track expenses, build budgets, and analyze companys' financial health. Employees can also identify R&D expenses and collect supporting documents to claim tax credits.

Geräte

Unternehmensgröße

K M G

Märkte

Vereinigte Staaten

Unterstützte Sprachen

Englisch

Bilder

Pilot onboarding checklist
Pilot transactions
Pilot vendors
Pilot reviewbot
Pilot expert review
6 weitere anzeigen
Pilot Screenshot: Pilot onboarding checklist Pilot Screenshot: Pilot transactions Pilot Screenshot: Pilot vendors Pilot Screenshot: Pilot reviewbot Pilot Screenshot: Pilot expert review

Funktionen

Gesamtzahl der Funktionen von Pilot: 18

  • Abrechnung & Rechnungsstellung
  • Buchhaltungs-Service-Integration
  • CPA-Firmen
  • Einkommen & Bilanz
  • Elektronische Ablage
  • Finanzberichterstattung
  • Forderungen
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • Inventarverwaltung
  • Kontenabgleich
  • Kostenverfolgung
  • Mehrere Währungen
  • Steuermanagement
  • Steuerrechner
  • Umsatzrealisierung
  • Unternehmen/Geschäft
  • Verbindlichkeiten

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Xero

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Alternative Nr. 2 zu Pilot
Xero ist eine Cloud-basierte Buchhaltungssoftware für Kleinunternehmen mit Tools zur Verwaltung von Rechnungsstellung,...

QuickBooks Online Advanced

4,4
Alternative Nr. 3 zu Pilot
QuickBooks ist eine Buchhaltungs- und Geschäftsverwaltungslösung, mit der KMUs Verkäufe, Inventar, Finanzkonten und die...

Sage Business Cloud Accounting

4,1
Alternative Nr. 4 zu Pilot
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Nutzerbewertungen

Gesamtbewertung

5 /5
(10)
Preis-Leistungs-Verhältnis
5/5
Funktionen
5/5
Bedienkomfort
5/5
Kundenbetreuung
5/5

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5 von 10 Bewertungen angezeigt
Verifizierter Rezensent
Gesamtbewertung
  • Branche: Computer-Software
  • Untern. Größe: 2-10 Mitarbeiter
  • Monatlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Great Onboarding Experience and Ancillary Services

Bewertet am 1.4.2021

Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to...

Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding to BAU support, the Pilot team has been incredibly responsive and patient with us as we uncovered mistakes that needed to be addressed asap.

Additionally, we realized that we needed some additional reporting for our board and discussed options with the [SENSITIVE CONTENT HIDDEN] services team. It was expensive (for us) but soooo worth it. The added insight that the team provides in addition to the reporting has been invaluable. We've had many conversations about our growth plans etc and I feel like they are an extension of our team.

We had recent conversations about leveraging PIlot for R&D Tax Credits. Although, we ultimately determined that we aren't ready to proceed at this point, I now know what we would need to have in place & the benefit should we decide to proceed in the future.

Vorteile

I'm someone that appreciates human interaction and Pilot makes it easy to engage with the team when I wanted to. I also love, love the dashboard it's easy to use and interactive.

Nachteile

I wouldn't say anything is missing - I would love to be able to generate reports directly out of Pilot instead of going to QBO - purely for aesthetic reasons because the format doesn't look the same as the monthly reports the team provides.

Max F.
Gesamtbewertung
  • Branche: Fundraising
  • Untern. Größe: 11-50 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Happy Customer: Bookkeeping, Tax, CFO, R&D

Bewertet am 5.4.2021

We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due...

We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach.

Vorteile

As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R&D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service.

As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine.

Nachteile

My only regret is not working with them sooner! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do.

Camilla H.
Gesamtbewertung
  • Branche: Verbraucherdienste
  • Untern. Größe: 2-10 Mitarbeiter
  • Monatlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

I tell all my founder friends to use Pilot!

Bewertet am 1.4.2021

Vorteile

Pilot is brilliant at doing exactly what it promises: taking over the accounting and back office work of running a company so that you (the founding team) can focus on actually building your product. Pilot also does an exceptional job delivering great value for much less than any of their competitors — a testament to the strength of their technology. Lastly, the humans at Pilot are amazing. Every time I’ve had a question, from the most basic to truly arcane accounting and tax questions, all I have to do is email my account manager and he proactively pulls in the needed expertise from the larger Pilot team. I am simply so grateful this service exists; it has fundamentally changed the way I get to run my company.

Nachteile

I’m excited to see what new features Pilot rolls out in the future. A founder community where we could ask accounting and finance related questions would be amazing, for example.

Ivo P.
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Untern. Größe: 11-50 Mitarbeiter
  • Monatlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

No-brainer for any early stage startup

Bewertet am 1.4.2021

Early customer, very happy, not planning on changing anything

Early customer, very happy, not planning on changing anything

Vorteile

- Full stack of services needed by a startup - bookkeeping, CFO services, AR / AP, tax prep
- QBO integration
- Very knowledgable team
- Very responsive, straightforward communication
- Automation of bookkeeping all but eliminates manual errors, keeps costs down

Nachteile

Honestly not much I dislike. I used to have to work with multiple firms for tax prep and AR / AP services, but now I have everything under one roof and loving it.

Christopher S.
Gesamtbewertung
  • Branche: Versicherung
  • Untern. Größe: 11-50 Mitarbeiter
  • Monatlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Pilot is your guide for all things bookkeeping

Bewertet am 5.4.2021

By using Pilot, I know that our books are always pristine and accurate, without needing to employ a...

By using Pilot, I know that our books are always pristine and accurate, without needing to employ a large or expense team to do bookkeeping.

Vorteile

The aspect I enjoy most is the professionalism and responsiveness of the Pilot team. They are dependable month to month in getting our books out to us timely and accurately.

Nachteile

Pilot is building more and more automation, which hopefully will continue to reduce the number of one-off adjustments or tags that we have to do each month.

5 von 10 Bewertungen angezeigt Alle Bewertungen

Pilot Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Pilot.

Pilot bietet folgende Kostenpläne an:

  • Beginnt ab: 599,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Nicht verfügbar

Pilot Bookkeeping Core: $599/mo billed annually Select: $849/mo billed annually Plus: Contact Pilot for pricing details. Pilot CFO Services Monthly Engagement: $900/mo billed annually Annual Budgeting & Forecasting: $1500+/yr billed annually Pilot Tax Essentials: Starts at $1950 /yr Standard: Starts at $4500/yr

Wir haben keine Informationen über die Funktionen von Pilot

Pilot hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200

Pilot unterstützt die folgenden Sprachen:

Englisch

Pilot unterstützt die folgenden Geräte:

Pilot kann in folgende Anwendungen integriert werden:

Bill.com, Brex, Expensify, Gusto, NetSuite, Shopify, Stripe

Pilot bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum

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