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SPECIFICTION
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Pilot

pilot.com

From $62.50/mo Free plan Web
Visit pilot.com
Spec score 8.8 #17 of 75 in Bookkeeping Software

What it is

Pilot is web-based accounting software with bank feeds, automated reconciliation, and accountant access. It does not provide inventory tracking, and web is the only listed platform. The free Core plan is listed at free, billed annually, with $0 in monthly expenses and up to 10 vendor bills per month. Essentials costs $99 a month, billed monthly, and supports up to $100,000 in monthly expenses. A Custom plan has no listed price and is described for complex business structures, custom workflows and reporting, full accounts receivable, full accounts payable, payroll administration, and CFO advisory. Pilot’s pricing note states that a 15-day trial is available and paid plans start from $99/mo. The maker is Pilot, founded in 2017, with headquarters in San Francisco, California, and Nashville, Tennessee. Access is through a browser rather than a listed mobile application.

Spec sheet

What it does
Pilot combines bookkeeping software and finance professionals to provide bookkeeping, tax, and advisory services for startups and small businesses.Read 21 Oct 2026 · pilot.com
Free plan
YesRead 20 Sep 2026 · pilot.com
Paid from
99Read 20 Sep 2026 · pilot.com
Integrations
Pilot says it connects with more than 10,000 banks, payment processors, payroll systems, and business tools.Read 21 Oct 2026 · pilot.com
Support
Pilot says plan support is included and that it aims to respond to inquiries within one business day.Read 21 Oct 2026 · pilot.com
Headquarters
San Francisco, California, and Nashville, Tennessee, United StatesRead 28 Sep 2026 · pilot.com
Founded
LinkedIn lists Pilot’s founding year as 2016.Read 21 Oct 2026 · linkedin.com
Accountant access
YesRead 20 Sep 2026 · pilot.com
Accounting-service limitation
Pilot says it does not provide audits, assurance, public-accounting services, or certifications of GAAP compliance.Read 21 Oct 2026 · pilot.com
AI transaction categorization
Pilot’s AI Accountant categorizes transactions and reconciles accounts as activity comes in.Read 21 Oct 2026 · pilot.com
Anomaly flags
Pilot says its AI Accountant flags unusual items such as duplicate charges, unexpected amounts, and new vendors.Read 21 Oct 2026 · pilot.com
API connections
Pilot says it uses secure API connections and bank-level authentication to connect financial and business tools.Read 21 Oct 2026 · pilot.com
Ask questions about finances
Pilot AI in the customer portal accepts plain-English questions about company financials and returns answers.Read 21 Oct 2026 · pilot.com
Automated reconciliation
YesRead 20 Sep 2026 · pilot.com
Bank feeds
YesRead 20 Sep 2026 · pilot.com
Bookkeeping requirements
Pilot says it requires electronic transaction access, expense-reporting software, and separation of business and personal expenses.Read 21 Oct 2026 · pilot.com
Cash-flow scenarios
Pilot says its tools let customers model cash-flow scenarios, including whether they can afford new hires.Read 21 Oct 2026 · pilot.com
CFO advisory
Pilot CFO services cover runway, margins, financial planning, fundraising, and strategic decisions.Read 21 Oct 2026 · pilot.com
Company size and status
LinkedIn lists Pilot as privately held with 201–500 employees.Read 21 Oct 2026 · linkedin.com
Documentation depth
Pilot’s FAQ covers pricing, support, bookkeeping, tax, and R&D credits; the opened pages did not identify developer documentation or system requirements.Read 21 Oct 2026 · pilot.com
Expense tracking
The homepage says customers can track company expenses in real time.Read 21 Oct 2026 · pilot.com
Funding
Pilot’s About page says it has raised more than $150 million from investors including Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.Read 21 Oct 2026 · pilot.com
Integration constraints
Pilot says it primarily supports US-based banks and payment platforms, while naming Wise, Deel, and Remote.com as international examples.Read 21 Oct 2026 · pilot.com
Inventory tracking
NoRead 20 Sep 2026 · pilot.com
License and hosting
Pilot’s privacy policy describes SaaS tools; the opened pages do not name an open-source license or describe self-hosting.Read 21 Oct 2026 · pilot.com
Limit: bank connectivity
A Trustpilot reviewer reported repeated connection failures, sync errors, missing transactions, and manual cleanup.Read 21 Oct 2026 · trustpilot.com
Limit: perceived product value
A Trustpilot reviewer said the platform provided little financial insight and characterized it as a thin layer over QuickBooks and Plaid.Read 21 Oct 2026 · trustpilot.com
Limit: tax support and price
A GetApp reviewer said Pilot charged a premium while providing below-average support for tax filing.Read 21 Oct 2026 · getapp.com
Mobile platforms
web onlyRead 20 Sep 2026 · pilot.com
Named integrations
Pilot names Mercury, Stripe, Gusto, and Ramp as examples of connected financial tools.Read 21 Oct 2026 · pilot.com
Notable news: AI Accountant
Pilot announced its AI Accountant on February 4, 2026, describing it as an autonomous system for bookkeeping from onboarding through monthly close.Read 21 Oct 2026 · pilot.com
Notable news: Series C
Pilot announced a $60 million Series C led by Sequoia on January 26, 2021, and said total funding had reached $120 million at that time.Read 21 Oct 2026 · pilot.com
Praise: onboarding and portal
GetApp reviewers praise the onboarding process and describe the online portal as easy to navigate and useful for working with a dedicated bookkeeper.Read 21 Oct 2026 · getapp.com
Praise: responsive people
A Trustpilot reviewer praised the team’s quick response and described the service as feeling like working with a team.Read 21 Oct 2026 · trustpilot.com
Public API and SDKs
The opened product pages describe API connections for integrations but do not describe a public developer API or SDK.Read 21 Oct 2026 · pilot.com
Rating on G2
4.7 out of 5 from 143 reviews.Read 21 Oct 2026 · g2.com
Rating on GetApp
4.9 out of 5 from 29 reviews.Read 21 Oct 2026 · getapp.com
Rating on Trustpilot
2.9 out of 5 from 20 reviews.Read 21 Oct 2026 · trustpilot.com
Security and privacy policy
Pilot’s privacy policy identifies Pilot.com, Inc. as the provider of back-office services and SaaS tools and was last updated June 26, 2026.Read 21 Oct 2026 · pilot.com

Plans and prices

Essentials $99 a month billed monthly Up to $100,000 in monthly expenses Read 20 Sep 2026 · pilot.com
Core Free billed annually $0 in monthly expenses · Up to 10 vendor bills per month Read 20 Sep 2026 · pilot.com
Custom Price not published Complex business structures · Custom workflows and reporting · Full accounts receivable · Full accounts payable · Payroll administration · CFO advisory Read 20 Sep 2026 · pilot.com
Essentials (bookkeeping) $99 a month Up to $100,000 in monthly expenses · Cash-basis bookkeeping · Year-end tax preparer package · In-app support Read 21 Oct 2026 · pilot.com
Starter (tax) $750 a year billed annually Federal and state corporate income tax filing · Delaware franchise tax filing · Must be purchased with Pilot Bookkeeping Read 21 Oct 2026 · pilot.com
Basic (CFO) $1,750 a month billed annually Custom financial model · Budget-versus-actual analysis · Scenario planning · KPI dashboard · Monthly CFO call Read 21 Oct 2026 · pilot.com
Essentials (tax) $2,450 a year billed annually Federal, state, and city income tax filing · Delaware franchise tax filing · Up to 10 1099-NEC filings · Must be purchased with Pilot Bookkeeping Read 21 Oct 2026 · pilot.com
Essentials (CFO) $3,150 a month billed annually Everything in Basic · Cash and runway optimization · Investor and board reporting · Fundraising and M&A support · Biweekly CFO call Read 21 Oct 2026 · pilot.com
Standard (tax) $5,400 a year billed annually Federal and state corporate income tax filing · Delaware franchise tax filing · Up to 25 1099-NEC filings · Must be purchased with Pilot Bookkeeping Read 21 Oct 2026 · pilot.com
Core (bookkeeping) Priced on request Dedicated US-based bookkeeper · Cash- or accrual-basis bookkeeping · Reports on the 10th business day · In-app, email, and phone support; pricing displayed as “$ 0 /month” on the page Read 21 Oct 2026 · pilot.com
Custom (back-office) Priced on request Complex business structures · Custom workflows and reporting · Full accounts payable and receivable · Payroll administration · CFO advisory Read 21 Oct 2026 · pilot.com

Every Pilot plan and price →

Strong points and limits

Strong points

  • Bank feeds and automated reconciliation
  • Accountant access included
  • Free Core plan listed
  • Custom plan supports complex structures
  • 15-day trial noted

Limits

  • No inventory tracking
  • Web-only platform listing
  • Essentials costs $99 a month
  • Custom plan has no listed price

Who it suits

Pilot suits businesses that need browser-based accounting with bank feeds, automated reconciliation, and accountant access. The plans also address organizations with either limited expenses or more complex accounting workflows.

Verdict

Pilot offers browser accounting with a free tier, a defined paid tier, and a configurable Custom option. Its lack of inventory tracking and web-only access matter when selecting it for accounting work.

Where Specifiction places it

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