Pilot
pilot.comBuild Difficulty: 3/5
Plan for 1-2 weeks of building with AI assistance
Bookkeeping & Accounting Services for Startups & Small Businesses
How to Replace PilotOverview
Features
64 features across 13 categories
AI(3)
AI reconciles accounts automatically
AI-powered instant answers about past transactions and current cash flow
AI categorizes transactions automatically
Advisory(11)
Guidance on acquisition strategy and go-to-market planning
On-demand strategy support for business questions
Bi-weekly strategic calls with dedicated CFO advisor
Guidance on equity story development and fundraising strategy
Strategic guidance from former CFOs and operators to answer business questions
Basic to advanced fundraising guidance and investor-ready financial preparation
Merger and acquisition financial preparation and guidance
Pricing strategy and monetization model guidance
Monthly strategic calls with dedicated CFO advisor
Strategic planning and objectives & key results (OKRs) development
Weekly strategic calls with dedicated CFO advisor
Bookkeeping(5)
Accrual-basis bookkeeping for true visibility into financial performance
Cash-basis bookkeeping using data from bank and credit cards
Custom chart of accounts tailored to business needs
Monthly closing of books with reconciliation
Pre-configured standard chart of accounts setup
Customization(1)
Custom workflows and reporting tailored to business
Equity Management(1)
Stock cap table administration and management for C corps issuing equity
Financial Management(5)
Full accounts payable management and processing
Full accounts receivable management and tracking
Bill payment processing and management
Invoice collection and accounts receivable management
Track company expenses in real time to identify spending waste
Financial Planning(6)
Detailed 13-week cash flow projection and analysis
Cash optimization and runway analysis
Model cash flow scenarios to determine if you can afford new hires before making offers
Fully customized financial model including P&L, Balance Sheet, and Cash Flow
Run scenarios to plan ahead and test different business outcomes
Scenario planning model with base case, bear case, and bull case analysis
HR & Payroll(4)
Compensation planning and industry benchmarking
Headcount planning and compensation modeling
HR, payroll, and benefits management
Payroll system setup and administration
Integration(2)
Data pulls from bank, credit cards, payroll, AP, inventory, and payment platforms
Keep existing QuickBooks account and historical data
Reporting(5)
Budget versus actuals variance analysis for performance tracking
Standard financial reports on 10th business day for Core plan, 6th business day for Custom
Smart tools providing instant financial insights
Investor updates and board presentation support
Industry-specific KPI dashboard tracking key metrics
Setup(5)
Banking setup with Mercury
Expert support for banking challenges and issues
Business incorporation setup through Stripe Atlas
Setup for payroll system
Setup and configuration of Pilot bookkeeping system
Support(4)
Customer support via email
Customer support through in-app messaging
Customer support via phone
Connect with dedicated team through Slack
Tax(12)
Reporting for 1099 income sources
Delaware franchise tax filing for corporations
Federal income tax filing and preparation
Quarterly tax payment planning with safe harbor
R&D tax credit identification, documentation, and claim filing
Schedule C income and loss filing for LLCs
State income tax filing and preparation
State payroll and tax compliance management
Get IRS-ready books year-round that stay compliant and maximize what you keep
Professional tax consulting services
Free tax extension filing
Year-end package prepared for your tax preparer
Pricing
Essentials
- ✓AI categorizes transactions
- ✓Reconciles accounts
- ✓Closes books monthly
- ✓Cash-basis bookkeeping
- ✓Data from bank and credit cards
- ✓Standard chart of accounts
- ✓Year-end package for tax preparer
- ✓Instant AI answers
- ✓Scenario planning
- ✓In-app messaging support
Core
Popular- ✓Everything in Essentials
- ✓US-based bookkeeper
- ✓Cash or accrual-basis bookkeeping
- ✓Bank, credit cards, payroll, AP, inventory, payment platform integration
- ✓Custom chart of accounts
- ✓Financial reports on 10th business day
- ✓Support from dedicated team
- ✓In-app, email, and phone support
Custom
- ✓Everything in Core
- ✓QuickBooks compatibility
- ✓Support for complex structures
- ✓Custom workflows and reporting
- ✓Reports on 6th business day
- ✓Full accounts receivable
- ✓Full accounts payable
- ✓Payroll administration
- ✓CFO advisory and financial planning
- ✓Fundraising support
Single Member LLC Tax
- ✓Free tax extension
- ✓Federal income tax filing
- ✓State income tax filing
- ✓Quarterly tax payments (safe harbor)
- ✓Schedule C for income and loss
- ✓Reporting for one of each income sources
- ✓Year-round email support
Just Formed LLC Tax
- ✓Free tax extension
- ✓Federal income tax filing
- ✓State income tax filing
- ✓Quarterly tax payments
- ✓Basic tax compliance
Partnership and S-Corp Tax
- ✓Free extension
- ✓Federal income tax filing
- ✓State income tax filing
- ✓Delaware franchise tax filing
- ✓Up to 25 1099-NEC filings
- ✓Year-round email support
Just Incorporated S-Corp Tax
- ✓Federal income tax filing
- ✓State income tax filing
- ✓Basic compliance
C-Corp Tax
- ✓Free tax extension
- ✓Federal income tax filing
- ✓State income tax filing
- ✓Delaware Franchise tax filing
- ✓Up to 10 1099-NEC filings
- ✓Year-round email support
CFO - Basic
- ✓Custom financial model with strategic insights
- ✓Budget vs actuals variance analysis
- ✓Scenario planning model
- ✓Industry-specific KPI dashboard
- ✓Monthly call with CFO
CFO - Essentials
Popular- ✓Everything in Basic
- ✓Cash and runway optimization
- ✓Investor & board reporting support
- ✓Basic fundraising and M&A support
- ✓Ad-hoc strategy support
- ✓Bi-weekly call with CFO
CFO - Custom
- ✓Everything in Essentials
- ✓13-Week Cash Flow Analysis
- ✓Investor updates & board presentations
- ✓Fundraising insights & equity story
- ✓Compensation planning and benchmarking
- ✓Acquisition and GTM strategy
- ✓Monetization and pricing strategy
- ✓Strategic planning & OKRs
- ✓Weekly calls with CFO
COO - Starter
- ✓Business incorporation through Stripe Atlas
- ✓Banking setup with Mercury
- ✓Payroll system setup
- ✓Pilot bookkeeping system setup
COO - Essentials
- ✓Everything in Starter (if needed)
- ✓Banking support
- ✓HR, payroll, and benefits
- ✓Invoice collection
- ✓Bill payment
COO - Custom
- ✓Everything in Essentials
- ✓High-volume invoice collection
- ✓High-volume bill payment
- ✓State payroll and tax compliance
- ✓Stock administration
Cost Calculator
Keep Paying Pilot
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 64 features at moderate complexity.
Build vs Buy
Should you build a Pilot alternative or buy the subscription? Estimate based on 64 features.
Buy Pilot
Better ValueBuild Your Own
Buying Pilot saves ~$93,720 over 3 years vs building.
Estimates based on 64 features and a BuildScore of 3/5. Actual costs vary.
Integrations
9 known integrations