# Pilot

> Bookkeeping, tax, CFO, and COO services for startups and small businesses with AI-powered financial insights and expert guidance.

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.

## Features
- AI-powered transaction categorization
- Real-time expense tracking
- Cash flow modeling and scenario planning
- Cash and accrual-basis bookkeeping
- Federal and state tax filing
- Delaware Franchise tax filing
- 1099-NEC filing preparation
- Custom chart of accounts
- Budget vs actuals variance analysis
- Industry-specific KPI dashboards
- CFO advisory calls
- Investor and board reporting support
- Fundraising and M&A support
- HR, payroll, and benefits administration
- Invoice collection and bill payment
- Stock administration through Carta
- R&D tax credit processing
- Year-end tax package preparation
- Multi-state payroll compliance
- Custom financial modeling

## Integrations
QuickBooks, Stripe Atlas, Mercury, Carta, Bank integrations, Credit card integrations, Payroll systems, AP systems, Inventory systems, Payment platforms

## Platforms
WEB

## Pricing
Subscription-based

## Links
- Website: https://pilot.com
- Documentation: https://pilot.com/resource-hub
- EveryDev.ai: https://www.everydev.ai/tools/pilot