Pilot

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.

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.

The book keepers are Pilot are quite good (even though it's "AI" much of the real work still needs people). They are generally fast to respond and correct errors. The interface is email + relatively simple webUI that makes managing exceptions pretty easy, books are generally delivered on time.

Customer support outside of book keeping is terrible. I tried to get pilot to also handle the company tax return, after 6 weeks of unresponsive email and repeatedly being sent questionnaires asking the same information, I gave up and used a regular accountant that was cheaper, faster, and more responsive.

Pilot charges a premium, but offers far below average customer support for tax filing.

Accounting, bookkeeping, and tax is not something I have a lot of time to worry about. Pilot enables me to effectively put the process on autopilot.

The dashboard is relatively basic and it would be nice to have additional account features for adding users, setting up 2FA, etc.