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.

Preisoptionen ab:

399,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Geräte

Unternehmensgröße

S M L

Märkte

Vereinigte Staaten

Unterstützte Sprachen

Englisch

Preisoptionen ab:

399,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Bilder

Pilot Software - 1
Pilot Software - 2
Pilot Software - 3
Pilot Software - 4
Pilot Software - 5
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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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QuickBooks Online Advanced

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Sage Business Cloud Accounting

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Nutzerbewertungen

Gesamtbewertung

4,9 /5
(15)
Preis-Leistungs-Verhältnis
4,7/5
Funktionen
4,7/5
Bedienkomfort
4,9/5
Kundenbetreuung
5/5

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5 von 15 Bewertungen angezeigt
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.

Lars A.
Gesamtbewertung
  • Branche: Informationsdienst
  • Untern. Größe: 11-50 Mitarbeiter
  • Monatlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Pilot is a helpful ally for a small business

Bewertet am 6.4.2021

Overall, I am very happy with the service that Pilot provides. I like the software that they offer...

Overall, I am very happy with the service that Pilot provides. I like the software that they offer and I'm excited to see how they continue to iterate and set an even higher bar.

Vorteile

A consolidated tool for both bookkeeping and tax preparation has been very helpful.
- Adding a new account or connection is easy
- I'm able to see the status of my corporate tax filing
- Contacting my tax representative is easy
- Vendors and transactions are in a centralized repository

I'm prompted for input once a month or when deadlines arrive to sort and code a short list of new vendors or unusual transactions, but otherwise the Pilot portal (and service) allows me spend more time focused on taking care of my employees and running the business.

Nachteile

I hope to see Pilot build out features for greater account customization and security in the coming months:
- Two factor authentication (2FA) or multi-factor authentication (MFA) made available
- Dashboard for updating email, password, security features
- Dashboard for adding/removing users and setting a security policy (ex: 2FA)
- Contact information for my bookkeeping team embedded into my Pilot dashboard the same way that it is for my Pilot tax team

Abby S.
Gesamtbewertung
  • Branche: Computer-Software
  • Untern. Größe: 11-50 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great solution for startups pre-finance hire

Bewertet am 23.7.2021

Overall, Pilot has been terrific. The Bookkeeping team is quick to respond and has been incredibly...

Overall, Pilot has been terrific. The Bookkeeping team is quick to respond and has been incredibly accommodating with time-sensitive requests from our team. The Tax Product has also been valuable and required much less oversight to manage than our prior tax filings.

Vorteile

Pilot allows us to focus on running our business without stressing about our books. Our Bookkeeping team highlights the transactions or trends we need to be aware of, allowing us to take action quickly and understand our financial status at a glance. I love Pilot because it gives me the peace of mind that our books are in order and that we have access to a team of professionals to steer us in the right direction. Finance and accounting can be unapproachable for a generalist, and Pilot makes bookkeeping and financial management comprehensible and actionable.

Nachteile

The portal to classify transactions and provide notes on unrecognized vendors or classifications continues to improve, but can be buggy.

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.

5 von 15 Bewertungen angezeigt Alle Bewertungen

Pilot Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Pilot.

Pilot bietet folgende Kostenpläne an:

  • Beginnt ab: 399,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Nicht verfügbar

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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