Pilot 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Pilot

4.9

(29)

Pricing

Starting at $199.00 per month

About Pilot

Pilot: One team for all your accounting needs.

Pilot is the largest startup and small business focused accounting firm in the US. Our team of 250+ US-based accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business.

Pilot Screenshots

Pilot Pricing and Plans

Starting price: $199.00 per month

Free Trial

Free Version

Essentials

$199.00

flat rate, per month

Plan includes:

Real-time visibility into your finances
Monthly P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email

Core

$599.00

flat rate, per month

Plan includes:

Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone

Custom

Pricing available upon request

Plan includes:

Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Pilot Features

Popular features found in Bookkeeper
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
General Ledger
More features of Pilot
Accounting
Activity Dashboard
Data Import/Export
Document Management
Email Reminders
For Small Businesses
Mobile Access
Real-Time Data
Real-Time Reporting
Remote Access/Control
Transaction History

Pilot User Reviews

Overall Rating

4.9

Ratings Breakdown

90%

Secondary Ratings

Ease of Use

4.8

Value for money

4.5

Customer support

4.9

Functionality

4.7

Ben D.

Verified reviewer

Marketing and Advertising

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed March 2025

The switch to Pilot has been a game changer

Pilot is handling our monthly books and preparing our payroll every other week. Their system is amazing and the best I've experienced. They are incredibly organized and it's been a very smooth transition. Their rates are also fair!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Their team is amazing. Every human we've interacted with has been professional, knowledgable, and gone above and beyond to ensure a smooth onboarding.

Cons:

None so far! Initially their process felt more geared to SaaS businesses, but they are able to support professional services just as well.

Reasons for switching to Pilot

They raised our rates and could not support the level of detail we needed

Will B.

Verified reviewer

Real Estate

2-10 employees

Used monthly for less than 6 months

Review source

Reviewed August 2024

Great platform for early stage companies - highly recommend

Pilot has been a terrific partner from start to finish. The onboarding and bookkeeping experience have so far delivered above expectations, I'm loving their online portal, which is easy to navigate and presents our financials in a useful way - far better than pulling reports directly within QuickBooks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The consultative sales process made me confident in choosing Pilot for our accounting & tax needs, the onboarding process was smooth, and their online portal is eye pleasing, easy to use, and makes collaborating with our dedicated bookkeeper seamless.

Cons:

So far, I don't see any negatives in the platform. Pricing is transparent but scales with company size and transaction volume, so I'm interested to see where we land as we grow, but for now it's a great value for the services we receive.

Reasons for choosing Pilot

Consultative sales experience, pricing, attractiveness of online platform.

Verified

Reviewer

Telecommunications

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed April 2022

Nearly great

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The book keepers are Pilot are quite good (even though it's "AI" much of the real work still needs people). They are generally fast to respond and correct errors. The interface is email + relatively simple webUI that makes managing exceptions pretty easy, books are generally delivered on time.

Cons:

Customer support outside of book keeping is terrible. I tried to get pilot to also handle the company tax return, after 6 weeks of unresponsive email and repeatedly being sent questionnaires asking the same information, I gave up and used a regular accountant that was cheaper, faster, and more responsive. Pilot charges a premium, but offers far below average customer support for tax filing.

Eldrick M.

Verified reviewer

Medical Devices

2-10 employees

Used monthly for less than 6 months

Review source

Reviewed May 2024

Accounting for a SBIR / Med Device Company

Pilot is very professional and responsive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Pilot had a very knowledgable sales team, [sensitive content hidden] is responsive, and their system is well built around Quickbooks, making your reports and books standard and portable. Question portal is great and captures what small startups need.

Cons:

Want more insight into what expenses are flowing into what categories from the portal itself, rather than having to rummage around Quickbooks.

Reasons for switching to Pilot

Had to make switch due to need for accrual based accounting.

Victor C.

Verified reviewer

Hospitality

11-50 employees

Used daily for less than 2 years

Review source

Reviewed June 2022

Life made easy with pilot

We mainly work with the system in food and beverage department to track income versus expense. Stock is accurately tallied, expenses, sales all are deducted in one go giving us a solid plan on what to do next in terms of the company Goals.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The income and expenses comparison is the most impactful as it determines the benchmark for the next marketing target. We have as well managed to integrate it with semper reservations for easy flow of revenue.

Cons:

Everything seems to be working well with pilot.

Reasons for switching to Pilot

Semper is slow and outdated. Revenue generation takes surmountable time to generate.

Max F.

Verified reviewer

Fund-Raising

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed April 2021

Happy Customer: Bookkeeping, Tax, CFO, R&D

We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R&D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service. As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine.

Cons:

My only regret is not working with them sooner! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do.

Reasons for choosing Pilot

I especially loved that Pilot builds on top of existing accounting software like Quickbooks, rather than reinventing the wheel with some proprietary software, and was able to build models in Google Sheets vs. Excel, enabling much better collaboration.

Verified

Reviewer

Computer Software

2-10 employees

Used monthly for less than 12 months

Review source

Reviewed April 2021

Great Onboarding Experience and Ancillary Services

Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding to BAU support, the Pilot team has been incredibly responsive and patient with us as we uncovered mistakes that needed to be addressed asap. Additionally, we realized that we needed some additional reporting for our board and discussed options with the [SENSITIVE CONTENT HIDDEN] services team. It was expensive (for us) but soooo worth it. The added insight that the team provides in addition to the reporting has been invaluable. We've had many conversations about our growth plans etc and I feel like they are an extension of our team. We had recent conversations about leveraging PIlot for R&D Tax Credits. Although, we ultimately determined that we aren't ready to proceed at this point, I now know what we would need to have in place & the benefit should we decide to proceed in the future.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I'm someone that appreciates human interaction and Pilot makes it easy to engage with the team when I wanted to. I also love, love the dashboard it's easy to use and interactive.

Cons:

I wouldn't say anything is missing - I would love to be able to generate reports directly out of Pilot instead of going to QBO - purely for aesthetic reasons because the format doesn't look the same as the monthly reports the team provides.

Reasons for choosing Pilot

Professionalism of the sales team, your investors and leadership team made me feel like you were in a stable place and wouldn't be closing up shop anytime soon, and the team agreed they could assist with some of the issues left unaddressed by our prior accountants.

Reasons for switching to Pilot

Because they closed abruptly and we had 30-60 days to figure it out!

Max A.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed February 2025

I would recommend giving Pilot a try!

Wonderful experience. Easy to work with, great tech product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use, very knowledgable, fast to respond with any issues that we have. Books look great every month and they always ask intelligent questions when they are unsure about things.

Cons:

Nothing really! Could use more hands on tax advice occasionally, and they don't cover canada.

Eric M.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed August 2024

Effortless integration, allowing me to forget about my books until they're prepared for me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The primary advantage is how seamlessly it integrates with our existing tools. Pilot connects directly to our Quickbooks system and essentially handles everything from that point on. They've also been exceptionally vigilant in identifying and bringing attention to any issues that require addressing, some of which turned out to be quite significant and had previously gone unnoticed by us.

Cons:

The main challenge we've encountered is that one of our service providers requires a personal SSN for accountant access, which isn't compatible with Pilot's system. This is a minor inconvenience, though; we simply upload the statement manually once a month when Pilot sends a notification reminding us it's time to do so.

Vendor Response

Thanks for the kind words, Eric! Grateful to have you as a customer.

Replied November 2024

Sarah B.

Verified reviewer

Human Resources

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed October 2024

Great, flexible bookkeeping service for small businesses or startups

It's been a great experience, from them doing our "back books" from 8 or 9 months, and then ongoing monthly books. The portal is so useful and easy to navigate, and I always appreciate when they reach out with questions or clarifications. I think Pilot is a great service for small businesses or startups.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the hands-on service, but also that they only get in touch when they need to.

Cons:

We had some team change-ups, but we have now settled in well.

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