{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/pilot-com","markdownUrl":"https://nowen.ai/agents/pilot-com.md","jsonUrl":"https://nowen.ai/agents/pilot-com.json","name":"Pilot.com, Inc.","nickname":"Pilot","website":"https://pilot.com","location":"San Francisco, CA, United States","address":{"city":"San Francisco","state":"CA","country":"United States"},"industry":"Accounting","deliveryModel":"services","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-10-17T14:13:16.783Z","summary":"Pilot provides outsourced finance and accounting services for startups and small businesses.","description":"Pilot provides outsourced finance and accounting services for startups and small businesses, combining expert teams with AI-enabled tools to deliver real-time dashboards, investor-ready financials, and scalable back-office support. The company specializes in bookkeeping, tax preparation, and CFO advisory, helping clients manage cash flow, forecasting, and growth.","mission":"Our mission is to build the future of the financial back office to help small and medium sized businesses grow and flourish.","directory":{"industryName":"Accounting","agentCount":35,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"aiReaderFamilies":["Anthropic","Perplexity","Amazon"],"advisorListingUrl":"https://haycion.com/advisors/pilot-com","products":[{"name":"Meridian","type":"Platform","url":"https://pilot.com/meridian","summary":"Automates accounting workflows to enable firms to grow and focus on advisory services.","description":"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.","pricing":{},"features":[{"name":"AI-powered bookkeeping","value":"Automates Bookkeeping Processes","valueDescription":"Streamlines bookkeeping tasks, allowing accountants to focus on higher-value advisory work while ensuring accuracy and timeliness in financial tracking."},{"name":"Investor-ready financials","value":"Generates Compliance-ready Reports","valueDescription":"Ensures all financial reports meet required standards, making it easier for firms to secure funding and maintain stakeholder confidence."},{"name":"End-to-end financial close automation","value":"Expedites Close Processes","valueDescription":"Reduces the time spent on month-end closes to hours, enabling accountants to take on more clients without increasing workload."},{"name":"Real-time dashboards and insights","value":"Visualizes Financial Health","valueDescription":"Provides firms with immediate visibility into business performance metrics for better decision-making and strategic planning."},{"name":"Client onboarding automation","value":"Seamlessly Onboards New Clients","valueDescription":"Ensures a smooth transition for new clients without the burden of complex setups, enhancing client satisfaction and retention."},{"name":"Tool integrations and portal","value":"Streamlines Operations","valueDescription":"Facilitates seamless workflow between various finance tools, enhancing efficiency and collaboration across accounting teams."}]},{"name":"Bookkeeping","type":"Service","url":"https://pilot.com/bookkeeping","summary":"Streamline your bookkeeping with expert support and real-time insights for better financial decision-making.","description":"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.","pricing":{},"features":[{"name":"Monthly closes and categorization","value":"Ensure Accuracy Monthly","valueDescription":"Leave the complex accounting to our team, ensuring your financials are accurate and up-to-date every month."},{"name":"Tax readiness","value":"Stay Compliant Year-Round","valueDescription":"Our system ensures that your books are always prepared for tax season, reducing stress and maximizing refunds."},{"name":"Cash flow modeling","value":"Forecast Liquidity Accurately","valueDescription":"Our cash flow modeling ensures you understand your financial position and make informed decisions about your future expenses and investments."},{"name":"Real-time expense tracking","value":"Monitor Expenses Instantly","valueDescription":"Get insights into your spending habits with real-time tracking to help you stay within budget."},{"name":"Tool integrations","value":"Seamlessly Connect Tools","valueDescription":"Effortlessly integrate your favorite financial tools with our system for a streamlined bookkeeping experience."},{"name":"Personalized onboarding","value":"Get Started Seamlessly","valueDescription":"Our onboarding ensures that we understand your business’s finances and integrate with your existing practices smoothly."},{"name":"Streamlined communication","value":"Improve Team Interactions","valueDescription":"Easily ask questions and provide feedback to keep your books organized and ensure clarity."}]},{"name":"Tax Services","type":"Service","url":"https://pilot.com/tax","summary":"Expert tax preparation services designed for startups and small businesses to ensure compliance and maximize savings.","description":"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.","pricing":{},"features":[{"name":"Federal/state/local filings","value":"Comprehensive Tax Coverage","valueDescription":"Receive full support for all your business income tax needs, ensuring compliance across different jurisdictions."},{"name":"Dedicated tax preparer","value":"Get Personalized Support","valueDescription":"Work with an experienced tax advisor who understands your business’s unique tax needs, helping you navigate complex filing requirements."},{"name":"1099 filing","value":"Streamline 1099 Compliance","valueDescription":"Easily manage contractor payments with precise 1099 filings, ensuring adherence to tax regulations."},{"name":"Reminders and status updates","value":"Stay Informed","valueDescription":"Get timely notifications and updates on your tax filing process, keeping you in the loop through every step."},{"name":"Streamlined online process","value":"Simplify Your Tax Experience","valueDescription":"Leverage a user-friendly online platform that makes managing your tax filings straightforward and efficient."},{"name":"Delaware Franchise Tax","value":"Ensure Compliance","valueDescription":"Manage your Delaware Franchise Tax with ease, avoiding penalties while ensuring timely submission."}]},{"name":"CFO Services","type":"Service","url":"https://pilot.com/cfo-services","summary":"Optimize financial decisions with expert CFO guidance tailored for startups and small businesses.","description":"Pilot's fractional CFO services offering forecasting, budgeting, cash flow planning, fundraising preparation, investor and board reporting, and strategic financial modeling.","pricing":{},"features":[{"name":"Cash Flow Planning","value":"Maximize Cash Efficiency","valueDescription":"Ensures effective cash management through detailed planning and forecasting."},{"name":"Forecasting and Budgeting","value":"Create Informed Budgets","valueDescription":"Enables strategic resource allocation based on accurate financial projections."},{"name":"Fundraising Preparation","value":"Enhance Fundraising Success","valueDescription":"Prepares your startup for capital raises by crafting compelling financial narratives."},{"name":"Investor and Board Reporting","value":"Ensure Transparent Communications","valueDescription":"Facilitates clear and timely updates to stakeholders, enhancing trust and engagement."},{"name":"Strategic Financial Modeling","value":"Support Strategic Decisions","valueDescription":"Delivers insights to inform key business decisions and strategies."},{"name":"Custom Engagement Levels","value":"Scalable CFO Support","valueDescription":"Provides appropriate levels of support as your business evolves."}]},{"name":"Outsourced Operations","type":"Service","url":"https://pilot.com/solutions/outsourced-operations","summary":"Save time and enhance efficiency by outsourcing crucial back-office operations.","description":"Back-office operations outsourcing including payroll, accounts payable/receivable, vendor management, and expense operations.","pricing":{},"features":[{"name":"Payroll Processing","value":"Ensure Compliance","valueDescription":"Handle payroll efficiently while maintaining compliance with state and federal regulations."},{"name":"AP/AR Management","value":"Streamline Payments","valueDescription":"Ensure timely payments and receivables management, optimizing cash flow and vendor relationships."},{"name":"Expense Operations","value":"Enhance Budgeting","valueDescription":"Improve tracking and reporting of expenses to support better financial decision-making."},{"name":"Operational Excellence","value":"Boost Efficiency","valueDescription":"Implement systems that streamline operations, allowing you to focus on growth."},{"name":"HR and Benefits Management","value":"Facilitate Employment","valueDescription":"Support hiring in various states while ensuring compliance with HR regulations."},{"name":"Vendor Management","value":"Optimize Relationships","valueDescription":"Maintain healthy vendor relationships through timely payments and effective communication."}]},{"name":"R&D Credit","type":"Service","url":"https://pilot.com/rd-credit","summary":"Maximize R&D tax savings while minimizing paperwork with expert support.","description":"R&D tax credit services including handling the entire claiming process to help startups save up to $500,000 per year.","pricing":{},"features":[{"name":"R&D Tax Credit Claim Management","value":"Eliminate Paperwork Hassles","valueDescription":"Pilot manages the entire claiming process, from identifying eligible expenses to filing, ensuring you maximize your benefits without the stress."},{"name":"Significant Potential Savings","value":"Unlock Up To $500,000","valueDescription":"This service offers opportunities to claim substantial payroll tax credits, crucial for boosting cash flow in early-stage companies."},{"name":"Expert Documentation Support","value":"Ensure Audit Readiness","valueDescription":"Pilot ensures your documentation is meticulous, minimizing audit risks and preparing you for any IRS inquiries."},{"name":"Simplified Operations","value":"Streamline Financial Processes","valueDescription":"By keeping bookkeeping and tax services all under one roof, Pilot helps maintain coordinated financial operations efficiently."}]},{"name":"Startup Booster","type":"Service","url":"https://pilot.com/startup-booster","summary":"Tailored financial services that empower startups to scale effectively.","description":"Startup Booster is a specialized service bundle for startups including bookkeeping, tax support, and CFO advisory, enabling scalable finance operations during growth.","pricing":{},"features":[{"name":"CFO Advisory for Growth","value":"Guide Fundraising And Scaling","valueDescription":"Expert CFO advisory helps navigate funding rounds and sets financial strategies for growth."},{"name":"Scalable Finance Operations","value":"Adapt Financial Operations As You Grow","valueDescription":"Financial operations that evolve with your startup, ensuring continuous alignment with growth objectives."},{"name":"Startup-Focused Bookkeeping and Tax Support","value":"Ensure Compliance And Clarity","valueDescription":"Dedicated bookkeeping and tax services streamline compliance while providing clear insights into financial health."},{"name":"Access to Financial Experts","value":"Engage Expert Advice When Needed","valueDescription":"Immediate access to financial experts who can answer critical business questions and provide tailored insights."},{"name":"Business Bank Account Setup","value":"Establish Business Banking","valueDescription":"Set up essential banking services for smooth financial operations right from the start."},{"name":"Payroll Setup","value":"Streamline Payroll Processes","valueDescription":"Personalized support to set up and manage payroll efficiently, ensuring timely employee payments."}]},{"name":"SMB Booster","type":"Service","url":"https://pilot.com/smb-booster","summary":"Empower your small business with comprehensive bookkeeping, tax support, and expert CFO advisory to fuel growth.","description":"SMB Booster is a service bundle for small businesses providing bookkeeping, tax support, and CFO advisory to enable growth.","pricing":{},"features":[{"name":"Bookkeeping and Tax Support","value":"Gain Peace of Mind","valueDescription":"Experience stress-free financial management with dedicated bookkeeping and timely tax filing services designed for small businesses."},{"name":"CFO Advisory","value":"Access Expert Insights","valueDescription":"Leverage high-level financial strategies and expert guidance to navigate your business growth and financial planning effectively."},{"name":"Growth Planning","value":"Plan For Success","valueDescription":"Receive tailored support in budgeting and financial planning to ensure your business is well-positioned for sustainable growth."},{"name":"First-Year Business Support","value":"Streamline Your Launch","valueDescription":"Get your business set up for success with a bundle that includes tax filings, bookkeeping, and payroll setup for just $10/month."}]},{"name":"Franchise Bookkeeping","type":"Service","url":"https://pilot.com/solutions/franchise-bookkeeping","summary":"Standardized franchise bookkeeping for effective financial management across multiple locations.","description":"Franchise-specific bookkeeping services to manage franchise-level needs, including high-volume transactions and franchise-specific reporting.","pricing":{},"features":[{"name":"Franchise Reporting & Compliance","value":"Ensures Compliance With Franchisor","valueDescription":"Pilot provides accurate reporting aligned with franchisor requirements, helping franchise owners maintain compliance effortlessly."},{"name":"Franchise-Specific Bookkeeping","value":"Customizes Financial Management Per Franchisee","valueDescription":"Dedicated bookkeepers maintain financial consistency across all locations, ensuring that reports reflect the specific needs of each franchisee."},{"name":"High-Volume Transaction Handling","value":"Streamlines Transaction Management","valueDescription":"Pilot's system expertly handles multiple transactions, saving time and reducing errors while enabling focused management of franchise operations."},{"name":"Timely Monthly Franchise Financial Reporting","value":"Provides Monthly Financial Insights","valueDescription":"Each location receives profit and loss, cash flow, and balance sheet statements, designed to inform operational decisions and management."},{"name":"Centralized Support for Franchise Owners","value":"Ensures Personalized Assistance","valueDescription":"Franchisees have a dedicated account manager who provides insights and support, facilitating smoother operations across all locations."}]}],"audiences":[],"segments":[{"name":"Outsourced Accounting and Bookkeeping","description":"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.","size":100,"cagr":9.1,"color":1,"productNames":["Bookkeeping","Franchise Bookkeeping","SMB Booster","Startup Booster"],"methodology":"Estimate uses explicit accounting-outsourcing projection (Grand View Research) reported in search results: ~USD 100 billion by 2026 with ~9.1% CAGR. A broader accounting services report in the results values the overall market at ~USD 828.1 billion (2025) with a similar ~9.2% CAGR, which supports robust growth for the outsourced subset.","citations":[{"url":"https://www.linkedin.com/pulse/2025-business-trends-why-smart-owners-outsourcing-fudoc","text":"The global accounting outsourcing market is projected to reach $100 billion by 2026, growing at a CAGR of 9.1% (Source: Grand View Research)."},{"url":"https://metastatinsight.com/report/accounting-services-market","text":"Global accounting services market valued at approximately USD 828.1 billion in 2025, growing at a CAGR of around 9.2% through 2032."}]},{"name":"Fractional CFO and strategic finance","description":"Interim or part-time CFO leadership providing forecasting, operating models, custom KPI dashboards, board reporting, and fundraising readiness.","size":7,"cagr":15,"color":2,"productNames":["CFO Services","Startup Booster","SMB Booster"],"methodology":"Search results contained many “fractional” service providers (CFO-adjacent: fractional CISO, fractional platforms) but no explicit market-size figures. I estimated market size using an SME-addressable approach: assume ~1.0M target SMEs globally for fractional-CFO services, a 5% near-term adoption (~50k clients) in the US-equivalent market paying ~$60k/year on average (forecasting, models, fundraising support) -> ~$3.0B. Scaling to global demand (tech-enabled providers, Europe/APAC adoption) gives ~2–3x -> ~$6–9B; midpoint rounded to $7.0B. Growth (CAGR ~15%) reflects accelerating adoption of fractional/interim executives, increased outsourcing of strategic finance, remote/AI enablement lowering delivery costs, and comparisons to growth rates in other fractional/interim executive segments. Key assumptions: addressable SME count, conservative 3–7% adoption range, average annual spend $40k–$100k per client, and global scale factor 2–3x US-equivalent market.","citations":[]},{"name":"Tax advisory and R&D credits","description":"Tax filing, compliance, and advisory for startups, including R&D credit identification and QRE tracking, payroll tax offsets, retroactive credits, and audit protection.","size":1.5,"cagr":8.5,"color":3,"productNames":["Tax Services","R&D Credit","Bookkeeping","SMB Booster","Startup Booster"],"methodology":"Search results do not provide a direct market-size or CAGR estimate for startup-focused tax filing, compliance, and R&D credit advisory. Using internal market knowledge, the estimate treats this as a U.S.-focused specialist services niche, including recurring startup tax work and R&D credit studies. The cited $11.8 billion figure is the estimated federal tax-revenue reduction from the R&D credit in 2020, indicating the scale of the underlying incentive, not the advisory-services market. The market size and growth rate are therefore estimates rather than directly reported figures.","citations":[{"url":"https://kahnlitwin.com/blogs/tax-blog/why-you-should-invest-in-r-d","text":"the R&D tax credit will reduce tax revenue by about $11.8 billion in 2020"},{"url":"https://sourceadvisors.com/wp-content/uploads/2023/09/RD-Tax-Credits-Fact-Sheet.pdf","text":"Over $2.7 Billion in Credits Claimed"}]},{"name":"Finance operations outsourcing","description":"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.","size":70.3,"cagr":9.3,"color":4,"productNames":["Outsourced Operations","Bookkeeping","SMB Booster","Startup Booster"],"methodology":"Estimate based on industry reports: Grand View Research values global BPO at USD 328.4B in 2025 with finance & accounting holding 21.4% (implies ~USD 70.3B F&A BPO in 2025). Spherical Insights reports F&A BPO growing from USD 60.29B (2023) to USD 147.20B (2033) at a 9.34% CAGR—supporting a ~9.3% growth potential for finance operations outsourcing.","citations":[{"url":"https://www.grandviewresearch.com/industry-analysis/business-process-outsourcing-bpo-market","text":"Market size in 2025: USD 328.4 Billion; Finance & accounting segment held the largest market share of 21.4% in 2025."},{"url":"https://www.sphericalinsights.com/our-insights/finance-and-accounting-business-process-outsourcing-market","text":"Grow from USD 60.29 Billion in 2023 to USD 147.20 Billion by 2033, at a CAGR of 9.34% during 2023-2033."}]},{"name":"CPA client engagement and practice automation","description":"Automation designed for accounting firms to streamline client onboarding, compliance monitoring, real-time client data access and integrations with QuickBooks Online.","size":3.5,"cagr":12,"color":5,"productNames":["Meridian"],"methodology":"Search results provided no explicit market-size or CAGR figures for CPA client‑engagement and practice‑automation software. Estimate based on internal market hierarchy: the broader accounting/accounting‑software market (multi‑billion USD) and the portion attributable to practice‑management and client‑engagement automation for CPA firms (on‑premises and cloud tools integrating with platforms like QuickBooks Online). Assuming practice automation represents a modest share of the global accounting software market (low‑double digit percent globally, larger in developed markets) yields an estimated market size of roughly $3–4 billion. Given strong cloud migration, demand for automation, and accelerating integrations with bookkeeping platforms, a realistic near‑term CAGR is ~10–14%; estimate used: 12% CAGR.","citations":[]}],"faq":[],"comparisons":[],"sources":[{"url":"https://pilot.com","text":"Pilot.com, Inc."},{"url":"https://pilot.com/meridian","text":"Meridian"},{"url":"https://pilot.com/bookkeeping","text":"Bookkeeping"},{"url":"https://pilot.com/tax","text":"Tax Services"},{"url":"https://pilot.com/cfo-services","text":"CFO Services"},{"url":"https://pilot.com/solutions/outsourced-operations","text":"Outsourced Operations"},{"url":"https://pilot.com/rd-credit","text":"R&D Credit"},{"url":"https://pilot.com/startup-booster","text":"Startup Booster"},{"url":"https://pilot.com/smb-booster","text":"SMB Booster"},{"url":"https://pilot.com/solutions/franchise-bookkeeping","text":"Franchise Bookkeeping"},{"url":"https://www.linkedin.com/pulse/2025-business-trends-why-smart-owners-outsourcing-fudoc","text":"The global accounting outsourcing market is projected to reach $100 billion by 2026, growing at a CAGR of 9.1% (Source: Grand View Research)."},{"url":"https://metastatinsight.com/report/accounting-services-market","text":"Global accounting services market valued at approximately USD 828.1 billion in 2025, growing at a CAGR of around 9.2% through 2032."},{"url":"https://kahnlitwin.com/blogs/tax-blog/why-you-should-invest-in-r-d","text":"the R&D tax credit will reduce tax revenue by about $11.8 billion in 2020"},{"url":"https://sourceadvisors.com/wp-content/uploads/2023/09/RD-Tax-Credits-Fact-Sheet.pdf","text":"Over $2.7 Billion in Credits Claimed"},{"url":"https://www.grandviewresearch.com/industry-analysis/business-process-outsourcing-bpo-market","text":"Market size in 2025: USD 328.4 Billion; Finance & accounting segment held the largest market share of 21.4% in 2025."},{"url":"https://www.sphericalinsights.com/our-insights/finance-and-accounting-business-process-outsourcing-market","text":"Grow from USD 60.29 Billion in 2023 to USD 147.20 Billion by 2033, at a CAGR of 9.34% during 2023-2033."}]}