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Pilot Reviews & Provider Details

Pilot Overview

What is Pilot?

We’re the largest startup and small business-focused accounting firm in the US with a team of 300+ US-based employees. Our accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business. We offer bookkeeping, CFO, tax services, and more for thousands of companies, ranging from two founders in a garage to hundred-person teams. Whether you’re looking to strengthen your decision-making or want a hands-off compliance solution, we'll tailor our services to your unique needs. See Pilot in action with our 8-minute demo: https://pilot.com/demo Talk to an expert: https://pilot.com/talk-to-expert

Pilot Details
Provider Website
Discussions
Pilot Community
Languages Supported
English
Services Offered
Bookkeeping, Fractional CFO, Tax services
Locations Serviced
United States
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Provider Description

Pilot takes care of your bookkeeping from start to finish so you can focus 100% on making your business succeed.

How do you position yourself against your competitors?

Business finances can be confusing and stressful. You’re probably going to have questions. That’s why support is included with every plan. The same dedicated account manager who handles your books each month will be on hand to answer your questions and guide you through any concerns you have.

Pilot does both accrual and cash basis bookkeeping. And all your books are done in Quickbooks Online — so you're never locked in. Your data is yours and it is in the industry-standard format.


Seller Details
Seller
Pilot
Company Website
Year Founded
2016
HQ Location
San Francisco, CA
Twitter
@PilotHQ
2,924 Twitter followers
LinkedIn® Page
www.linkedin.com
336 employees on LinkedIn®
Description

Pilot is a financial services company that specializes in providing bookkeeping, tax, and financial management solutions for small businesses. Through its user-friendly platform, Pilot offers streamlined accounting services that help entrepreneurs manage their finances more efficiently. The company combines technology with expert support to deliver accurate financial insights, enabling businesses to focus on growth and operations. For more information, visit their website at https://pilot.com.


Waseem D.
WD
Overview Provided by:
CEO of Pilot

Recent Pilot Reviews

BD
Ben D.Small-Business (50 or fewer emp.)
5.0 out of 5
"The switch to Pilot has been a game changer"
Their team is amazing. Every human we've interacted with has been professional, knowledgable, and gone above and beyond to ensure a smooth onboarding.
Verified User
O
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Great Support and know what they are doing"
Their team is friendly, highly responsive, and incredibly capable. They not only provide expert support but also offer insightful suggestions that ...
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"great experience!"
Their fast responses and high touch support, also their dilligence and simple product.
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113 Pilot Reviews

4.7 out of 5
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113 Pilot Reviews
4.7 out of 5
113 Pilot Reviews
4.7 out of 5

Overall Review Sentiment for PilotQuestion

Communication
0 (Worst)
10 (Best)
Responsiveness
0 (Worst)
10 (Best)
Execution Ability
0 (Worst)
10 (Best)
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Judi C.
JC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

Their expertise with start ups, the kind and professional attention given to us, as well as getting us ready for funding opportunities. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

The pricing is a little steep for the little business, but I am glad it didn't stop us. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

"Pilot has become one of our most trusted partners. Their invaluable customer service and expertise guide us step by step with our financials. By streamlining our workflow processes, Pilot saves us an incredible amount of time, allowing us to focus on growing our business." Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

As a new start up, Pilot has been side by side with us educating, organizing and preparing us for the next phase of growth. Their customer service has exceptional responsiveness and detailed, timely financial guidance showcase their impressive dedication and commitment to our business. Pilot has many great workflow partners to help us grow and streamline certain business ventures. I find them an invaluable asset to our new business. Review collected by and hosted on G2.com.

Kitty C.
KC
Chief of Staff to the CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

Pilot's messages section makes it easy to troubleshoot or coordinate charges. I can go back at any time to keep track of previous conversations. The interface is wonderfully designed in such a way that enables quick and easy navigation to the information I need. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I have to wait until the end of the month to see my company financials. I understand the process because it builds trust and establishes financial accuracy, but I'm left wondering what my current expenditure is halfway through a cost intensive month. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

If you're looking to be lean and effective, Pilot is the absolute best choice. Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

Thanks to Pilot, my team and I have not needed to hire an additional team of finance analysts to put together monthly balance sheets. I was very pleasantly surprised about Pilot's ability to identify transactions and correctly categorize them. I had expected this to be a longer term function that learns over time, but they were able to get it right on the first try. Review collected by and hosted on G2.com.

BD
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

Their team is amazing. Every human we've interacted with has been professional, knowledgable, and gone above and beyond to ensure a smooth onboarding. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

None so far! Initially their process felt more geared to SaaS businesses, but they are able to support professional services just as well. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

I'd recommend Pilot to other business owners Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

Pilot is handling our monthly books and preparing our payroll every other week. Their system is amazing and the best I've experienced. They are incredibly organized and it's been a very smooth transition. Their rates are also fair! Review collected by and hosted on G2.com.

Diana I.
DI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

The exceptional client support when needed Review collected by and hosted on G2.com.

What do you dislike about Pilot?

monthly closing dates can be later in the month Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

If you're looking for a bookkeeping partner that combines a robust platform with knowledgeable client support, Pilot is an excellent choice. They provide thorough guidance at every stage, making complex financial tasks manageable. I recommend Pilot to anyone needing a reliable, efficient solution for startup bookkeeping and financial oversight. Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

As an external CFO working with startups, I was searching for a comprehensive bookkeeping service that could support my clients at every stage of their financial journey. After choosing Pilot, I couldn't be more pleased with the decision. They have not only met but exceeded our expectations with their user-friendly platform and exceptional client support. Pilot has become a reliable partner, and their expertise has been invaluable for my clients' financial management needs. Review collected by and hosted on G2.com.

Verified User in Computer Software
OC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

Pilot support is incredibly responsive and very helpful with day-to-day issues as well as unique situations. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Pilot is a bit more expensive than a single cheap accountant or do-it-yourself books but they are incredibly competant, comprehensive, and I wouldn't trust another service nearly as much. Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

Pilot has been handling our day-to-day bookkeeping, yearly taxes, and submissions for our R&D tax credit. Pilot provides books that are well formatted and easy to understand, and they provide easy access to make updates or submit questions. We free up a lot of our teams time to focus on other critical areas while still maintaining a tight handle on our books and compliance. Review collected by and hosted on G2.com.

Verified User in Manufacturing
OM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
What do you like best about Pilot?

We don' t have to worry about the month-end process. They handle everything and ask really good questions to make sure they are accounting properly. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

The pricing is a bit more than we would prefer. Additionally, response time sometimes is longer than we would prefer. Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

We are a small start-up without a Controller or CPA - Pilot.com does all the basic accounting (except AP & AR), including month-end, for us Review collected by and hosted on G2.com.

Greg M.
GM
Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

Great service, like how the interface with QuickBooks - they are handling all the things I disliked about bookkeeping! Review collected by and hosted on G2.com.

What do you dislike about Pilot?

No complaints, actually. I think they are doing a great job. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Take a look around, weigh your options. They are a little more expensive than an independent bookkeeper, but they do quality work and you don't have to worry about a single person quitting on you. Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

I wanted to outsource my bookkeeping. Pilot has done a great job of managing my books. They also are helping with accounts payable. Review collected by and hosted on G2.com.

Rui L.
RL
Finance
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Pilot?

The best thing I like is Pilot always reminds us what we should do for the next step and the deadline for the tasks so that we can plan for the jobs earlier and not miss them. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Although our Pilot accounting manager has changed several times, they still finish our books professionally. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Excellent service provider! Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

Pilot does all the bookkeeping and the filing of tax reports for us! The monthly books are always done on time with high professionalism. The customer service is also excellent. Support is always provided immediately when we have questions or concerns about accounting and taxing. Pilot has saved us lots of time and energy! Review collected by and hosted on G2.com.

Verified User in Human Resources
OH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

I like best that we have a dedicated team, but we also have access to other experts and could expand our service with them if we needed to (e.g. getting a fractional CFO or having Pilot do our taxes). Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I don't really dislike anything about pilot, but sometimes it seems we aren't their core market, as their marketing emails always seem to target vc-backed startups (we are a small consulting group). Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

The portal is really useful and it's clear they're adding features and capacity to it on a regular basis. Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

When we were looking for someone to manage our books, we weren't sure exactly what we needed, but we knew we didn't have the internal capacity or expertise to handle it ourselves. We researched a few fractional or service-based providers, and Pilot stood out as the best fit for our team. We wanted someone to just deliver our books to us with as little input from us as possible, and Pilot has delivered that in spades. Review collected by and hosted on G2.com.

JT
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pilot?

The rep at Pilot has a great understanding of our issues and provides a level of knowlege that allows for a great experience Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I wish I could hire our represenative directly. That speaks to how well we enjoy the interaction. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

If you are considering Pilot keep in mind that anyone that works for them are going to be the best at what they do! Review collected by and hosted on G2.com.

What problems is Pilot solving and how is that benefiting you?

Pilot is doing our books for us Review collected by and hosted on G2.com.