Pilot Review for November 2025 Best Bookkeeping Services

Pilot has raised over $150M in Series A, Series B, and Series C financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions (Jeff Bezos’s investment company) and Whale Rock. Our investors also include a long-list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston and Diane Greene. We’ll keep you informed, and we’ll never sell your information to anyone.

Not ready to talk? Get free insights that move the needle.

If Pilot makes an error, they’ll correct it at no additional cost and adjust any impacted financial statements. Pilot uses automated tools like Reviewbot to perform initial checks on financial transactions for enhanced accuracy. Payment services are provided by Community Federal Savings Bank and Column National Association, to which Nium, Inc. acts as a service provider. Zeni Inc is not licensed, nor exempt to provide any payment services in income summary the US. The Zeni Business Credit Card is currently available to eligible Zeni customers by invite only.

Medtech fundraising advice from a CFO

Whether you’re a newly incorporated business or a profitable business looking to expand, our team has the expertise to handle your needs. Pilot not only provides a great system, tool, and process—but they also bring deep knowledge and suggestions for how we can improve and make changes to our finances. Pilot Bookkeeping works as a go-between for you and QuickBooks Online. Your accounts are connected to Pilot, where the data is reviewed and cleaned up before being imported into QuickBooks Online.

• The team we worked with are super knowledgeable and the financial controllers helped us setup our processes to help us scale our business.
• Our expert bookkeepers are supported by powerful software, ensuring books with unmatched accuracy.
• In addition, Pilot charges a one-time fee for the onboarding process, equal to one month of bookkeeping.
• During this phase, your dedicated team connects to your financial data sources and establishes a tailored approach to your bookkeeping needs.
• DK/RK Services has announced specialized bookkeeping consultancy services to help Denver businesses navigate Colorado’s Family and Medical Leave Insurance (FAMLI) program payroll compliance …
• Tax plans are billed separately but must be purchased with Pilot Bookkeeping services.
• Sections 2.8 and 3 will survive for three years after termination or expiration of the Agreement, and Section 6 will survive for the period set forth therein.

Scaling from growth stage to IPO

They spent a lot of time with us on the front end to clean up our books and explain it all. On the tax front, you’ve got options starting at $750/year for small businesses spending under $500k annually, which covers your federal and state filings. Their Essentials plan at $2,450/year adds Delaware Franchise tax filing and 1099-NEC support, while their Standard plan ($5,400/year) increases your 1099-NEC filing capacity and is perfect for growing pilot accounting or profitable businesses of any type. Pilot makes inventory updates in your financial statements every month based on data provided either directly by you or by the source of truth for your inventory, such as an inventory management system (e.g., TradeGecko / Quickbooks Commerce). We have over a thousand customers ranging in all sizes and spanning many industries.

• We reserve the right to request prepayment before starting the provision of any Services.
• Stripe and its founders, Patrick and John Collison, as well as former VMware CEO Diane Greene had previously invested in Pilot.
• She has written about higher education and career development for various online publications since 2016.
• “Delegates” means employees, consultants, service providers, agents, and professional advisors of an entity or its Affiliates.
• We evolve with your business, making sure you always have accurate financials delivered in a timely manner for informed decision-making.
• Their system makes it super easy to respond to any questions and their communication is top level!

As part of providing the Services, Pilot may transfer, store and process Customer Data within the United States. By using the Services, you consent to this transfer, processing and storage of Customer Data. This Section applies to the extent that we provide bookkeeping Services to you. “We” in these terms means the provider of Services listed in your Order Form. Their system makes it super easy to respond to any questions and their communication is top level! We have a complete view into our cash position with Pilot, which fundamentally shapes how we think about our product, our company, and where we want to go.

Bookkeeping

• We’ll also take care of your federal and state income tax filing, 1099s, and Delaware Franchise Tax filing.
• When filing for the R&D tax credit, you must submit the relevant tax forms to the IRS.
• Each month, you’ll receive a detailed financial report with your profit and loss statement, balance sheet, and cash flow overview.
• We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s financial health and enable you to make informed decisions.

Consolidation is performed if management (i) informs Pilot about related entities (including subsidiaries and variable interest entities) and (ii) purchases bookkeeping services for consolidated financial statements. In such a case, intercompany balances and transactions are eliminated. Pilot’s employees — mostly former accountants — are assigned to work directly with a small business. They take on administrative tasks like payroll, bookkeeping, taxes and bills.

• We hope our reviews help you find the perfect bookkeeping solution for your business needs.
• With Pilot, you get peace of mind knowing your books are done well.
• You can remove them as accountants, then bring in your new team, and they have access to all the historical data for a smooth transition.
• If you don’t wish to be bound by these arbitration provisions (including its waiver of class and representative claims), you must email   arbitration-opt- no later than 30 days after the Effective Date (unless a longer period is required by applicable law).
• Any representations and commitments in these terms about the Pilot Platform are made by Pilot, and not by us.
• Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s financial health and enable you to make informed decisions. Plus stay up to date with real time account data directly in the portal. With a discount for pre-revenue companies, burn-rate calculations included in each plan (an important metric for venture capitalist-backed businesses) and an add-on CFO service double declining balance depreciation method available, Pilot is well suited for high-growth-potential startups.