CustomBooks™ vs Pilot
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CustomBooks™ offers fewer features (36 vs 64) and fewer integrations (2 vs 9). Starting price: CustomBooks™ at $29/mo vs Pilot at $99/mo. CustomBooks™ has 36 unique features while Pilot has 64 unique features, with 0 features in common.
| CustomBooks™ | Pilot | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 36 | 64 |
| AI-Powered Features | 0 | 4 |
| Starting Price | $29/mo | $99/mo |
| Pricing Tiers | 5 | 14 |
| Integrations | 2 | 9 |
| Shared Features | 0 | |
| Shared Integrations | 1 | |
| Data Quality | 70% | 90% |
Feature Comparison by Category
AI (0 vs 3)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| AI Account Reconciliation | ||
| AI Instant Answers | ||
| AI Transaction Categorization |
Accounting (2 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Accounting | ||
| Pay Bills |
Advisory (0 vs 11)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Acquisition & GTM Strategy | ||
| Ad-hoc Strategy Support | ||
| Bi-weekly CFO Calls | ||
| Equity Story & Fundraising Insights | ||
| Financial Advisory | ||
| Fundraising Support | ||
| M&A Support | ||
| Monetization & Pricing Strategy | ||
| Monthly CFO Calls | ||
| Strategic Planning & OKRs | ||
| Weekly CFO Calls |
Banking (3 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Bank Reconciliation Detail | ||
| Bank Transactions | ||
| Banking |
Bookkeeping (0 vs 5)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Accrual Basis Bookkeeping | ||
| Cash Basis Bookkeeping | ||
| Custom Chart of Accounts | ||
| Monthly Book Closing | ||
| Standard Chart of Accounts |
Community (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Community Forum |
Customization (2 vs 1)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Custom Print Forms | ||
| Custom Workflows | ||
| Customization Services |
Equity Management (0 vs 1)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Stock Administration |
Financial Management (0 vs 5)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Accounts Payable Management | ||
| Accounts Receivable Management | ||
| Bill Payment Processing | ||
| Invoice Collection | ||
| Real-time Expense Tracking |
Financial Planning (0 vs 6)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| 13-Week Cash Flow Analysis | ||
| Cash & Runway Optimization | ||
| Cash Flow Modeling | ||
| Custom Financial Model | ||
| Scenario Planning | ||
| Scenario Planning Model |
HR & Payroll (0 vs 4)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Compensation Planning & Benchmarking | ||
| HR & Benefits Management | ||
| Headcount & Compensation Planning | ||
| Payroll Administration |
Infrastructure (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Cloud-Based Access |
Integration (1 vs 2)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Data Migration Tool | ||
| Multi-platform Bank Integration | ||
| QuickBooks Compatibility |
Inventory Management (5 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Bill of Materials (BOM) | ||
| Inventory | ||
| Item Lot Detail | ||
| Multi-Channel Inventory | ||
| TRUE Inventory Management |
Onboarding (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Demo/Playground Company |
Pricing Management (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Price Matrix |
Project Management (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Projects & Time Tracking |
Purchasing (2 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Purchase Orders | ||
| Purchases |
Reporting (5 vs 5)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Budget vs Actuals Analysis | ||
| Custom Field Reporting | ||
| Financial Reporting | ||
| General Journal by Class | ||
| Intelligent Dashboards | ||
| Investor & Board Reporting | ||
| KPI Dashboard | ||
| Reports | ||
| Sales by Location | ||
| Universal Report |
Sales (2 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Sales | ||
| Sales Orders/Invoicing |
Security (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| User-Defined Security Roles |
Setup (0 vs 5)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Banking Setup | ||
| Banking Support | ||
| Business Incorporation | ||
| Payroll System Setup | ||
| Pilot Bookkeeping System Setup |
Support (1 vs 4)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| 5-Star Support | ||
| Email Support | ||
| In-app Messaging Support | ||
| Phone Support | ||
| Slack Integration Support |
Support Services (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Professional Services |
Tax (0 vs 12)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| 1099 Income Reporting | ||
| Delaware Franchise Tax Filing | ||
| Federal Income Tax Filing | ||
| Quarterly Tax Payments | ||
| R&D Tax Credit | ||
| Schedule C Filing | ||
| State Income Tax Filing | ||
| State Payroll & Tax Compliance | ||
| Tax Compliance & Preparation | ||
| Tax Consulting | ||
| Tax Extension Filing | ||
| Year-end Tax Package |
Tax Management (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Sales Tax Management |
Training (2 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| CustomBooks™ Academy | ||
| How-to Videos |
Usability (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Multiple Tabs |
User Management (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Unlimited Users |
eCommerce (1 vs 0)
| Feature | CustomBooks™ | Pilot |
|---|---|---|
| Cloud Commerce |
Unique Features
Only in CustomBooks™ (36)
Accounting
Pay Bills
Bank Reconciliation Detail
Bank Transactions
Banking
Community Forum
Custom Print Forms
Customization Services
Cloud Commerce
Cloud-Based Access
Data Migration Tool
Bill of Materials (BOM)
Inventory
Item Lot Detail
Multi-Channel Inventory
TRUE Inventory Management
Demo/Playground Company
Price Matrix
Projects & Time Tracking
Purchase Orders
+ 16 more unique features
Only in Pilot (64)
Acquisition & GTM Strategy
Ad-hoc Strategy Support
Bi-weekly CFO Calls
Equity Story & Fundraising Insights
Financial Advisory
Fundraising Support
M&A Support
Monetization & Pricing Strategy
Monthly CFO Calls
Strategic Planning & OKRs
Weekly CFO Calls
AI Account Reconciliation
AI Instant Answers
AI Transaction Categorization
Accrual Basis Bookkeeping
Cash Basis Bookkeeping
Custom Chart of Accounts
Monthly Book Closing
Standard Chart of Accounts
Custom Workflows
+ 44 more unique features
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