Pilot

About Pilot

Pilot is a premier financial service designed to optimize bookkeeping for startups and established businesses. Its innovative Quality Check tool allows users to connect their QuickBooks account for a detailed assessment of their financial records, identifying errors and improvement opportunities, helping businesses thrive.

Pilot offers various pricing plans tailored to meet diverse needs. Each tier provides exceptional value, from essential bookkeeping services to advanced CFO support. Upgrading allows users to access specialized reports and personalized assistance, enhancing financial management capabilities at competitive rates.

Pilot's user interface is designed for seamless navigation and efficiency, making financial management straightforward. The website features an intuitive layout, ensuring users can easily access vital tools like the Quality Check report, which helps streamline bookkeeping practices and enhances overall user experience.

How Pilot works

Users start by logging into their QuickBooks account and inviting Pilot as their accountant. Following this, Pilot conducts an in-depth analysis of the books, evaluates data against a built-in checklist, and generates a comprehensive report highlighting critical issues. Users can then expect a consultation to discuss insights and recommendations.

Key Features for Pilot

Quality Check Tool

Pilot's Quality Check tool provides an in-depth review of your bookkeeping, pinpointing errors and offering actionable insights. This unique feature streamlines the process of improving financial accuracy, helping businesses maintain a clear, comprehensive understanding of their financial health.

Customization of Reports

With Pilot, users benefit from customizable reports that cater to specific business needs, enhancing the understanding of financial health and performance. This feature allows users to track key metrics and gain insights tailored to their operational requirements, ensuring informed decision-making.

Free Consultation

Pilot offers a free consultation to help businesses discuss their Quality Check results. This feature enables users to engage with financial experts, explore further improvement opportunities, and receive tailored advice for optimizing bookkeeping and enhancing overall business performance.