Pilot Bookkeeping

pilotbookkeeping.com
Accounting Software
Few Days

Virtual bookkeeping and accounting for small businesses

How to Replace Pilot Bookkeeping

Overview

Pilot provides outsourced bookkeeping services combined with software to help small businesses manage their finances. Their team of certified bookkeepers handles data entry, reconciliation, and financial reporting while integrating with accounting software.

Features

44 features across 21 categories

AR/AP(3)

Bill Payment

Process and schedule bill payments with audit trails.

Invoice Management

Create, send, and track invoices with automatic payment reminders.

Vendor Management

Track vendor information, payment terms, and transaction history.

Accessibility(1)

Mobile App

Access bookkeeping data and approve transactions on iOS and Android devices.

Also in: Justinmind, Justworks, Notion

Analytics(3)

Budget TrackingPremium

Set and monitor budgets against actual spending with variance analysis.

Cash Flow ForecastingAIPremium

AI-powered projections of future cash flow based on historical data.

Financial BenchmarkingAIPremium

Compare your business metrics against industry standards and competitors.

Also in: Hugging Face, Notion, Smartsheet

Asset Management(1)

Fixed Asset ManagementPremium

Track depreciation and management of fixed assets with depreciation schedules.

Client Management(1)

Customer PortalPremium

Allow clients to view their invoices, payments, and financial summaries.

Also in: mycase, Litify, Acuity Scheduling

Compliance(2)

Audit Trail

Complete record of all changes made to accounts with timestamps and user identification.

Compliance ReportingPremium

Generate reports for regulatory compliance and financial audits.

Also in: Insider CDP, Airtable, 1Password

Core Accounting(6)

Account Reconciliation

Comprehensive reconciliation tools for all account types with variance investigation.

Accrual Accounting

Record transactions when incurred rather than when cash changes hands.

Bank Reconciliation

Automated matching and reconciliation of bank statements with accounting records.

Credit Card Reconciliation

Automatic matching of credit card statements with recorded transactions.

Journal Entry Management

Create, edit, and audit manual journal entries with supporting documentation.

Monthly Close

Automated monthly financial closing and reconciliation process.

Data Entry(3)

Automated Data EntryAI

Machine learning-powered automatic import and categorization of transactions.

Receipt ScanningAI

Optical character recognition to extract data from receipt images.

Transaction CategorizationAI

Intelligent categorization of business transactions into appropriate accounts.

Data Management(1)

Document Management

Centralized storage and organization of financial documents with version control.

Data Quality(1)

Duplicate DetectionAI

AI identifies and flags duplicate or suspicious transactions.

Expense Tracking(2)

Expense Management

Track and categorize business expenses with receipt scanning.

Expense Report AutomationPremium

Streamlined submission and approval of employee expense reports.

Integration(1)

API AccessPremium

Developer-friendly API for custom integrations and data synchronization.

International(1)

Multi-Currency SupportPremium

Handle transactions in multiple currencies with real-time conversion.

Liability Management(1)

Loan ManagementPremium

Track loan balances, interest calculations, and payment schedules.

Notifications(1)

Email Notifications

Automatic alerts for important events like invoice due dates or bank reconciliation issues.

Organization(1)

Class TrackingPremium

Segment transactions by department, location, or project for detailed analysis.

Payroll(1)

Payroll Integration

Synchronize payroll data with accounting records for accurate financial reporting.

Reporting(7)

Balance Sheet Analysis

Detailed breakdown of assets, liabilities, and equity with trend analysis.

Cash Flow Statement

Monitor operating, investing, and financing activities for cash health.

Custom ReportsPremium

Build and save custom financial reports with specific metrics and filters.

Dashboard Analytics

Visual representation of key financial metrics and business performance indicators.

Financial Statements

Generate balance sheets, income statements, and cash flow statements automatically.

Income Statement Analysis

Track revenue, expenses, and profitability with detailed line item breakdowns.

Scheduled ReportsPremium

Automatically generate and email reports on a recurring schedule.

Security(3)

Data Encryption

Bank-level encryption for all data at rest and in transit.

Role-Based Access Control

Set permissions and access levels for different team members.

Two-Factor Authentication

Enhanced security with multi-factor authentication for account access.

Service(1)

Dedicated BookkeeperPremium

Access to a certified bookkeeper for personalized accounting support.

Tax(3)

Sales Tax ManagementPremium

Track and calculate sales tax liability across multiple jurisdictions.

Tax Liability TrackingPremium

Monitor estimated tax payments and liability across income, sales, and payroll taxes.

Tax Preparation SupportPremium

Guidance and organization of documents for tax filing with certified professionals.

Pricing

Starter

$500/mo
  • Monthly close
  • transaction categorization
  • basic reporting

Professional

Popular
$1000/mo
  • Everything in Starter plus dedicated bookkeeper
  • tax support

Premium

$2000/mo
  • Everything in Professional plus advanced analytics
  • custom reports

Cost Calculator

Keep Paying Pilot Bookkeeping

Monthly$500/mo
Yearly$6k/yr
5-Year Total$30k

Build It Yourself

Est. Build Time~5 hrs
Hosting$20/mo
DifficultyEasy

Total Cost Comparison

1 YearSave $5.8k
SaaS
$6k
DIY
$240
3 YearsSave $17.3k
SaaS
$18k
DIY
$720
5 YearsSave $28.8k
SaaS
$30k
DIY
$1.2k

DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 44 features at easy complexity.

Build vs Buy

Should you build a Pilot Bookkeeping alternative or buy the subscription? Estimate based on 44 features.

Buy Pilot Bookkeeping

Monthly cost$5,000/mo
3-year total$180,000
Time to deployDays

Build Your Own

Better Value
Development cost$36,000
Maintenance$540/mo
3-year total$55,440
Dev time~3 months

Building could save ~$124,560 over 3 years.

Estimates based on 44 features and a BuildScore of 4/5. Actual costs vary.

Integrations

27 known integrations