Join thousands of growing businesses who trust Pilot to get their finances right.
We’ll work with you to find the solution and price that fits your business.
Essential support for basic bookkeeping
Core Includes
Additional support for a higher touch
experience
Everything in Core, plus
Advanced support for more complex needs
Everything in Select, plus
Pilot offers a $200/mo discount off our Core
and Select plans for pre–revenue companies. Contact us to learn more.
For ongoing CFO support to accelerate your growth
Typically includes:
For accurate forecasts to grow your
business
Includes:
When you’re ready to secure your next round of funding, Pilot offers
fundraising strategy consulting, pitch deck assessment and feedback, mock
pitch sessions, and more.
Pilot offers financial modeling support for your 409A valuation, including
developing operating forecasts and coordinating with your 409A provider.
For businesses getting started
For US businesses growing quickly with net
income or foreign subsidiaries
Your business could save up to $250,000 or more through the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.
For companies that incurred R&D expenses in the US.
We help you pay your bills, establish best practices, and provide other finance support you need at an hourly rate.
For support paying bills and creating and sending invoices.
For building the right finance operations, including revenue recognition best practices, COGS categorization, and more.
All bookkeeping plans include the essential pieces of our approach: A dedicated finance expert, automatic transaction import, and accurate bookkeeping.
All CFO plans include the essential pieces of our approach: An
expert CFO team, custom financial support, and high-impact value.
All tax plans include the essential pieces of our approach: A
dedicated tax preparer, streamlined online process, and the full tax prep
service.
We view ourselves as a partner in your business’s success. Your dedicated finance expert is there for guidance on all of these additional tasks – and this is all included in your plan.
We help set up software integrations related to bookkeeping (QuickBooks Online, Gusto, Expensify, Bill.com, Stripe, and others).
We can help you select a vendor for payroll, reimbursement, or billing.
We identify opportunities to streamline your company’s bookkeeping processes and tools.
We coordinate with your tax preparers or outside CFO
services.
We strive to price our plans in a simple, clear way, but if you have any concerns or need a little extra help choosing a plan, feel free to reach out to us.
Yes – Pilot offers special discount pricing for pre–revenue companies. Qualified companies can receive $200 off per month for the first year. Contact us to learn more.
We understand the importance of predictability and transparency. Every month, we’ll average your prior 3 months of books to understand your current expenses, as well as how your financial institution connections, special transactions, and hours of support have changed.
For pricing purposes, we include in expenses the money your company spends each month, including payroll, cost of goods sold, and distributions.
Our goal is simple and transparent pricing. In examining different models, we found that expenses closely reflected business complexity while also having the advantage of being simple to calculate. To determine the best Pilot plan for your business’ needs, we also factor in the number of financial institutions, transactions, and hours of support.
Your subscription will continue until the end of your billing cycle. If you decide not to renew after the year is over, you can let us know in advance and we’ll stop billing you for the next cycle.
No, if your business is growing rapidly, your books are growing in complexity as well. If your expenses and other support needs change and exceeds the amount you’ve prepaid for, you’ll get billed the difference that month.
Yes, there’s an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.
Signing up for Pilot is easy. Once you experience truly stress-free bookkeeping, you won’t want to go back.
