About Pilot
Pilot helps startups and small businesses manage books, taxes, and advisory work. It combines software with former CFOs and operators to deliver real-time visibility and strategic guidance.
Key Features
Founders juggling spreadsheets and quarterly reviews need clarity on timing and costs; Pilot blends real-time data with advisory support to answer questions like when to hire or where to trim expenses:
Real-time expense tracking
See spend as it happens and spot waste, helping uncover up to $2k/month in savings.
Cash flow modeling
Build scenarios to test hiring plans and runway before offers.
IRS-ready books & tax readiness
Year-round compliance and documentation to maximize deductions and simplify filings.
Advisory guidance from CFOs/COOs
US-based former executives translate numbers into strategy for growth.
Summary
Best for growth-stage startups, small business finance teams, and operations leads needing real-time cash flow and strategic guidance.
Pricing
View pricingEssentials
$99 / monthly
- Up to $100,000 in monthly expenses
- Cash-basis bookkeeping using data from your bank and credit cards
- Standard chart of accounts
- Year-end package for your tax preparer
- Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
- Support through in-app messaging
Core
$299 / monthly
- Starts at $299/month billed annually
- Up to $9,000 in monthly expenses
- US-based bookkeeper who handles, explains, and reviews your books
- Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
- Bill management for up to 10 vendor bills per month
- Custom chart of accounts
- Reports on the 10th business day
- Support from your dedicated team in-app, email, and over the phone
Custom
Varies / custom
- Everything in Core, plus any of these:
- Keep your existing QuickBooks account and historical data
- Support for complex business structures
- Custom workflows and reporting
- Reports on the 6th business day
- Full accounts receivable
- Full accounts payable
- Payroll administration
- CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack
For Single Member LLCs
$1,000+ / annual
- Free tax extension
- Federal income tax filing
- State income tax filing
- Quarterly tax payments (safe harbor)
- Schedule C for your LLC’s income and loss
- Reporting for one of each income sources: W-2, K-1, rental property, and 1099
- Year-round email support
For Partnerships and S-Corps
$2,000+ / annual
- Free extension
- Federal income tax filing
- State income tax filing
- Delaware Franchise tax filing
- Up to 25 1099-NEC filings
- Year-round email support
For C-Corps
$2,450+ / annual
- 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
Basic
$1,750 / monthly
- Custom financial model with strategic insights
- Budget vs actuals variance analysis
- Scenario planning model
- Industry-specific KPI dashboard
- Monthly call with your CFO
Custom
$5,250 / monthly
- 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 your CFO
Starter
$750 / one-time
- Business incorporation through Stripe Atlas
- Banking setup with Mercury
- Setup for a payroll system that actually works
- Pilot bookkeeping system setup
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