Pilot.com, Inc.

Automates accounting workflows to enable firms to grow and focus on advisory services.

Streamline your bookkeeping with expert support and real-time insights for better financial decision-making.

Expert tax preparation services designed for startups and small businesses to ensure compliance and maximize savings.

Optimize financial decisions with expert CFO guidance tailored for startups and small businesses.

Save time and enhance efficiency by outsourcing crucial back-office operations.

Maximize R&D tax savings while minimizing paperwork with expert support.

Tailored financial services that empower startups to scale effectively.

Empower your small business with comprehensive bookkeeping, tax support, and expert CFO advisory to fuel growth.

Standardized franchise bookkeeping for effective financial management across multiple locations.

Day-to-day financial recordkeeping, accounts payable/receivable, bill payments, payroll, tax management, cloud accounting, and real-time financial reporting to maintain compliant books and cash flow visibility for small and growing businesses.

Products: Bookkeeping, Franchise Bookkeeping, SMB Booster, Startup Booster

Interim or part-time CFO leadership providing forecasting, operating models, custom KPI dashboards, board reporting, and fundraising readiness.

Products: CFO Services, Startup Booster, SMB Booster

Tax filing, compliance, and advisory for startups, including R&D credit identification and QRE tracking, payroll tax offsets, retroactive credits, and audit protection.

Products: Tax Services, R&D Credit, Bookkeeping, SMB Booster, Startup Booster

End-to-end outsourced finance operations that combine bookkeeping, payroll, billing, tax coordination, and back-office management to deliver investor-ready financials and free founder time.

Products: Outsourced Operations, Bookkeeping, SMB Booster, Startup Booster

Automation designed for accounting firms to streamline client onboarding, compliance monitoring, real-time client data access and integrations with QuickBooks Online.

Products: Meridian

Meridian

Meridian is Pilot's AI-powered operating system for accounting firms. It unites AI Accountant, integrations, and robust reporting into a single platform that keeps books current and delivers investor-ready financials. It provides real-time dashboards and a collaborative portal for team communication.

• Automates Bookkeeping Processes
  Streamlines bookkeeping tasks, allowing accountants to focus on higher-value advisory work while ensuring accuracy and timeliness in financial tracking.
• Generates Compliance-ready Reports
  Ensures all financial reports meet required standards, making it easier for firms to secure funding and maintain stakeholder confidence.
• Expedites Close Processes
  Reduces the time spent on month-end closes to hours, enabling accountants to take on more clients without increasing workload.
• Visualizes Financial Health
  Provides firms with immediate visibility into business performance metrics for better decision-making and strategic planning.
• Seamlessly Onboards New Clients
  Ensures a smooth transition for new clients without the burden of complex setups, enhancing client satisfaction and retention.
• Streamlines Operations
  Facilitates seamless workflow between various finance tools, enhancing efficiency and collaboration across accounting teams.

Bookkeeping

Pilot's bookkeeping service provides a dedicated US-based team that handles monthly closes, categorization, and reporting. It offers real-time expense tracking, cash flow modeling, and investor-ready financials, with tax readiness and integrations with banks, credit cards, Stripe, and Gusto.

• Ensure Accuracy Monthly
  Leave the complex accounting to our team, ensuring your financials are accurate and up-to-date every month.
• Stay Compliant Year-Round
  Our system ensures that your books are always prepared for tax season, reducing stress and maximizing refunds.
• Forecast Liquidity Accurately
  Our cash flow modeling ensures you understand your financial position and make informed decisions about your future expenses and investments.
• Monitor Expenses Instantly
  Get insights into your spending habits with real-time tracking to help you stay within budget.
• Seamlessly Connect Tools
  Effortlessly integrate your favorite financial tools with our system for a streamlined bookkeeping experience.
• Get Started Seamlessly
  Our onboarding ensures that we understand your business’s finances and integrate with your existing practices smoothly.
• Improve Team Interactions
  Easily ask questions and provide feedback to keep your books organized and ensure clarity.

Tax Services

Tax services including business income tax filings (federal, state, and city), 1099s, and Delaware Franchise Tax; dedicated tax preparer; streamlined online process; with live reminders and status updates.

• Comprehensive Tax Coverage
  Receive full support for all your business income tax needs, ensuring compliance across different jurisdictions.
• Get Personalized Support
  Work with an experienced tax advisor who understands your business’s unique tax needs, helping you navigate complex filing requirements.
• Streamline 1099 Compliance
  Easily manage contractor payments with precise 1099 filings, ensuring adherence to tax regulations.
• Stay Informed
  Get timely notifications and updates on your tax filing process, keeping you in the loop through every step.
• Simplify Your Tax Experience
  Leverage a user-friendly online platform that makes managing your tax filings straightforward and efficient.
• Ensure Compliance
  Manage your Delaware Franchise Tax with ease, avoiding penalties while ensuring timely submission.

CFO Services

Pilot's fractional CFO services offering forecasting, budgeting, cash flow planning, fundraising preparation, investor and board reporting, and strategic financial modeling.

• Maximize Cash Efficiency
  Ensures effective cash management through detailed planning and forecasting.
• Create Informed Budgets
  Enables strategic resource allocation based on accurate financial projections.
• Enhance Fundraising Success
  Prepares your startup for capital raises by crafting compelling financial narratives.
• Ensure Transparent Communications
  Facilitates clear and timely updates to stakeholders, enhancing trust and engagement.
• Support Strategic Decisions
  Delivers insights to inform key business decisions and strategies.
• Scalable CFO Support
  Provides appropriate levels of support as your business evolves.

Outsourced Operations

Back-office operations outsourcing including payroll, accounts payable/receivable, vendor management, and expense operations.

• Ensure Compliance
  Handle payroll efficiently while maintaining compliance with state and federal regulations.
• Streamline Payments
  Ensure timely payments and receivables management, optimizing cash flow and vendor relationships.
• Enhance Budgeting
  Improve tracking and reporting of expenses to support better financial decision-making.
• Boost Efficiency
  Implement systems that streamline operations, allowing you to focus on growth.
• Facilitate Employment
  Support hiring in various states while ensuring compliance with HR regulations.
• Optimize Relationships
  Maintain healthy vendor relationships through timely payments and effective communication.

R&D Credit

R&D tax credit services including handling the entire claiming process to help startups save up to $500,000 per year.

• Eliminate Paperwork Hassles
  Pilot manages the entire claiming process, from identifying eligible expenses to filing, ensuring you maximize your benefits without the stress.
• Unlock Up To $500,000
  This service offers opportunities to claim substantial payroll tax credits, crucial for boosting cash flow in early-stage companies.
• Ensure Audit Readiness
  Pilot ensures your documentation is meticulous, minimizing audit risks and preparing you for any IRS inquiries.
• Streamline Financial Processes
  By keeping bookkeeping and tax services all under one roof, Pilot helps maintain coordinated financial operations efficiently.

Startup Booster

Startup Booster is a specialized service bundle for startups including bookkeeping, tax support, and CFO advisory, enabling scalable finance operations during growth.

• Guide Fundraising And Scaling
  Expert CFO advisory helps navigate funding rounds and sets financial strategies for growth.
• Adapt Financial Operations As You Grow
  Financial operations that evolve with your startup, ensuring continuous alignment with growth objectives.
• Ensure Compliance And Clarity
  Dedicated bookkeeping and tax services streamline compliance while providing clear insights into financial health.
• Engage Expert Advice When Needed
  Immediate access to financial experts who can answer critical business questions and provide tailored insights.
• Establish Business Banking
  Set up essential banking services for smooth financial operations right from the start.
• Streamline Payroll Processes
  Personalized support to set up and manage payroll efficiently, ensuring timely employee payments.

SMB Booster

SMB Booster is a service bundle for small businesses providing bookkeeping, tax support, and CFO advisory to enable growth.

• Gain Peace of Mind
  Experience stress-free financial management with dedicated bookkeeping and timely tax filing services designed for small businesses.
• Access Expert Insights
  Leverage high-level financial strategies and expert guidance to navigate your business growth and financial planning effectively.
• Plan For Success
  Receive tailored support in budgeting and financial planning to ensure your business is well-positioned for sustainable growth.
• Streamline Your Launch
  Get your business set up for success with a bundle that includes tax filings, bookkeeping, and payroll setup for just $10/month.

Franchise Bookkeeping

Franchise-specific bookkeeping services to manage franchise-level needs, including high-volume transactions and franchise-specific reporting.

• Ensures Compliance With Franchisor
  Pilot provides accurate reporting aligned with franchisor requirements, helping franchise owners maintain compliance effortlessly.
• Customizes Financial Management Per Franchisee
  Dedicated bookkeepers maintain financial consistency across all locations, ensuring that reports reflect the specific needs of each franchisee.
• Streamlines Transaction Management
  Pilot's system expertly handles multiple transactions, saving time and reducing errors while enabling focused management of franchise operations.
• Provides Monthly Financial Insights
  Each location receives profit and loss, cash flow, and balance sheet statements, designed to inform operational decisions and management.
• Ensures Personalized Assistance
  Franchisees have a dedicated account manager who provides insights and support, facilitating smoother operations across all locations.