Pilot
The facts below are what the maker publishes about Pilot, checked and dated. Our editors have not written about it yet.
Plans and prices
From Pilot's own pricing page, checked 20 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essentials | $99 a month | Up to $100,000 in monthly expenses · billed monthly |
| Core | Free | $0 in monthly expenses · Up to 10 vendor bills per month · billed annually |
| Custom | — | Complex business structures · Custom workflows and reporting · Full accounts receivable · Full accounts payable · Payroll administration · CFO advisory |
| Essentials (bookkeeping) | $99 a month | Up to $100,000 in monthly expenses · Cash-basis bookkeeping · Year-end tax preparer package · In-app support |
| Starter (tax) | $750 a year | Federal and state corporate income tax filing · Delaware franchise tax filing · Must be purchased with Pilot Bookkeeping · billed annually |
| Basic (CFO) | $1,750 a month | Custom financial model · Budget-versus-actual analysis · Scenario planning · KPI dashboard · Monthly CFO call · billed annually |
| Essentials (tax) | $2,450 a year | Federal, state, and city income tax filing · Delaware franchise tax filing · Up to 10 1099-NEC filings · Must be purchased with Pilot Bookkeeping · billed annually |
| Essentials (CFO) | $3,150 a month | Everything in Basic · Cash and runway optimization · Investor and board reporting · Fundraising and M&A support · Biweekly CFO call · billed annually |
| Standard (tax) | $5,400 a year | Federal and state corporate income tax filing · Delaware franchise tax filing · Up to 25 1099-NEC filings · Must be purchased with Pilot Bookkeeping · billed annually |
| Custom (back-office) | Priced on request | Complex business structures · Custom workflows and reporting · Full accounts payable and receivable · Payroll administration · CFO advisory |
| Core (bookkeeping) | Priced on request | Dedicated US-based bookkeeper · Cash- or accrual-basis bookkeeping · Reports on the 10th business day · In-app, email, and phone support; pricing displayed as “$ 0 /month” on the page |
The facts
Each one read from Pilot's own pages, with the date it was checked.
What it does
- Accountant access
- Yeschecked 20 Sep 2026
- Accounting-service limitation
- Pilot says it does not provide audits, assurance, public-accounting services, or certifications of GAAP compliance.checked 21 Oct 2026
- AI transaction categorization
- Pilot’s AI Accountant categorizes transactions and reconciles accounts as activity comes in.checked 21 Oct 2026
- Anomaly flags
- Pilot says its AI Accountant flags unusual items such as duplicate charges, unexpected amounts, and new vendors.checked 21 Oct 2026
- API connections
- Pilot says it uses secure API connections and bank-level authentication to connect financial and business tools.checked 21 Oct 2026
- Ask questions about finances
- Pilot AI in the customer portal accepts plain-English questions about company financials and returns answers.checked 21 Oct 2026
- Automated reconciliation
- Yeschecked 20 Sep 2026
- Bank feeds
- Yeschecked 20 Sep 2026
- Bookkeeping requirements
- Pilot says it requires electronic transaction access, expense-reporting software, and separation of business and personal expenses.checked 21 Oct 2026
- CFO advisory
- Pilot CFO services cover runway, margins, financial planning, fundraising, and strategic decisions.checked 21 Oct 2026
- 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.checked 21 Oct 2026
- Expense tracking
- The homepage says customers can track company expenses in real time.checked 21 Oct 2026
- 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.checked 21 Oct 2026
- Integration constraints
- Pilot says it primarily supports US-based banks and payment platforms, while naming Wise, Deel, and Remote.com as international examples.checked 21 Oct 2026
- Integrations
- Pilot says it connects with more than 10,000 banks, payment processors, payroll systems, and business tools.checked 21 Oct 2026
- Inventory tracking
- Nochecked 20 Sep 2026
- License and hosting
- Pilot’s privacy policy describes SaaS tools; the opened pages do not name an open-source license or describe self-hosting.checked 21 Oct 2026
- Limit: bank connectivity
- A Trustpilot reviewer reported repeated connection failures, sync errors, missing transactions, and manual cleanup.checked 21 Oct 2026
- 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.checked 21 Oct 2026
Where it runs
- Cash-flow scenarios
- Pilot says its tools let customers model cash-flow scenarios, including whether they can afford new hires.checked 21 Oct 2026
The company
- Company size and status
- LinkedIn lists Pilot as privately held with 201–500 employees.checked 21 Oct 2026
- Founded
- LinkedIn lists Pilot’s founding year as 2016.checked 21 Oct 2026
- Headquarters
- San Francisco, California, and Nashville, Tennessee, United Stateschecked 28 Sep 2026
Money
- Free plan
- Yeschecked 20 Sep 2026
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