Pilot

Pilot provides comprehensive bookkeeping, tax preparation, CFO advisory, and COO services designed specifically for startups and small businesses. The platform combines AI-powered tools with expert human guidance to deliver real-time financial intelligence, helping business owners make confident decisions about cash flow, hiring, and growth strategy. Trusted by over 2,500 growth-driven companies, Pilot positions itself as the largest startup and small business accounting firm in the US.

• AI-Powered Bookkeeping - Automated transaction categorization, account reconciliation, and monthly book closing with instant AI answers about past transactions and current cash flow scenarios.

• Real-Time Financial Dashboards - Track company expenses in real time, model cash flow scenarios, and identify hidden costs with intelligent dashboards that provide immediate visibility into business finances.

• Expert CFO Advisory - Access seasoned CFOs and operators who provide strategic guidance on fundraising, M&A, compensation planning, and growth strategy through regular calls and dedicated support.

• Tax Preparation Services - Federal and state corporate income tax filing, Delaware Franchise tax filing, 1099-NEC filings, and year-round tax compliance support tailored to startups and growing businesses.

• COO Operations Support - Comprehensive back-office services including HR, payroll, benefits administration, invoice collection, bill payment, and banking support handled by experts.

• Cash and Accrual Accounting - Flexible bookkeeping options that pull data from banks, credit cards, payroll, AP, inventory, and payment platforms with custom chart of accounts.

• Investor-Ready Financials - Budget vs actuals variance analysis, scenario planning models, industry-specific KPI dashboards, and board reporting support to help secure funding.

• Stock Administration - Cap table management and equity administration services through Carta integration to keep records accurate and up-to-date.

• R&D Tax Credit - Full claim process handling with documentation to help companies save up to $500,000 per year on qualifying research and development expenses.

To get started, businesses can contact Pilot's team to discuss specific growth challenges, watch a demo to understand their approach, or explore starter packages for early-stage companies. The platform integrates with existing tools and scales from tiny startups to large companies.