Pilot Reviews & Provider Details

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

Provider Website

Seller

Pilot

Discussions

Pilot Community

Languages Supported

English

Services Offered

Bookkeeping, Fractional CFO, Tax services

Locations Serviced

United States

Overview by

Waseem Daher (CEO of Pilot)

Pricing

Pricing provided by Pilot.

Essentials

$99.00

Per Month

View More Pricing Information

Pilot Media

The video explores the transformative impact of AI on back office operations, particularly for entrepreneurs like Malik, who struggle with bookkeeping and financial management. It emphasizes the importance of having clean financial records

$This promotional video explores whether startups need a fractional CFO by examining three real company case studies. It explains that while startups may not need full-time finance staff, they still need to manage money effectively. The vide$

This promotional video explores whether startups need a fractional CFO by examining three real company case studies. It explains that while startups may not need full-time finance staff, they still need to manage money effectively. The vide

This educational video explains the critical difference between cash flow and bank balance for business owners. Using the example of Diane, a business owner who gets into financial trouble by only looking at her bank balance, the video demo

This content explains the critical importance of proper bookkeeping for businesses of all sizes. It begins by highlighting major corporate scandals like WorldCom and Rite Aid to demonstrate the serious consequences of improper financial rec

This educational video breaks down the complexity of corporate taxes in simple terms, explaining how businesses can calculate their tax obligations. The content covers the four key pieces of information needed for tax calculation: company t

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Verified User in Computer Software

Small-Business (50 or fewer emp.)

2/5/2025

"Great Support and know what they are doing"

5/5

What do you like best about Pilot?

Their team is friendly, highly responsive, and incredibly capable. They not only provide expert support but also offer insightful suggestions that add real value, making collaboration seamless and efficient. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

So far, we haven't encountered any downsides. However, the pricing did represent an increase for us. That said, the value and benefits we've gained have made it a worthwhile investment. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

11/4/2025

"Great Once Set Up, But Onboarding could be faster"

4/5

What do you like best about Pilot?

uses AI to automate a lot and is therefore a cheaper price Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Onboarding took about 6 months but they acknowledged they are working on speeding up onboarding. Review collected by and hosted on G2.com.

Piero M.

Watson Cognitive Researcher

Information Technology and Services

Small-Business (50 or fewer emp.)

5/27/2025

"Seamless onboarding, great platform and experience"

4.5/5

What do you like best about Pilot?

The most helpful aspect is that once you set it up you can truly be hands off and they take care of everything, and yo ucan refocus your time on productive activities. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Not much really. Pricing could e slightly lower, but I wouldn't pay less for a worse service. Review collected by and hosted on G2.com.

Verified User in Medical Devices

Small-Business (50 or fewer emp.)

8/4/2025

"Easy to understand and quickly helpful"

5/5

What do you like best about Pilot?

Everything in my account is easy to access, and if I am struggling or have questions, it's easy to get in contact with someone for troubleshooting. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I wish there was more included for early stage startups who are strapped for cash. It would incentivize them to stay with this service when they do have funding/revenue imo. Review collected by and hosted on G2.com.

Kellie R.

Small-Business (50 or fewer emp.)

5/22/2024

"Excellent service"

5/5

What do you like best about Pilot?

I like most about Pilot the ease of answering any questions and resolving outstanding categorization issues they may have. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I have yet to find anything that I dislike about Pilot. They are prompt with replies and we have had no issues. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Our team at Pilot has been professional and thorough. As long as you get them the information they need, you will be pleased with their performance. Review collected by and hosted on G2.com.

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

Pilot is doing our monthly bookkeeping which takes a huge load of of me. Review collected by and hosted on G2.com.

Judi C.

Founder

Small-Business (50 or fewer emp.)

12/3/2024

"Incredible Customer Service"

5/5

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.

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

6/30/2025

"Best book keeping service ever!!"

5/5

What do you like best about Pilot?

Timeliness. My last book keeping service was always so behind that I would have to file extensions for taxes. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

After I signed up I didn’t hear from my book keeper or anyone on my team for several weeks. It would be nice to know what is going on step by step in the beginning. I was starting to worry id been scammed. Review collected by and hosted on G2.com.

Kitty C.

Chief of Staff to the CEO

Small-Business (50 or fewer emp.)

11/18/2024

"Incredible team, incredible product"

5/5

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.

Verified User in Public Policy

Small-Business (50 or fewer emp.)

10/15/2024

"Pilot Onboarding"

4/5

What do you like best about Pilot?

Ease of platform, friendly and helpful team, and smooth onboarding process of clients. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Nothing noteworthy so far. I have been impressed by the start of the services. Review collected by and hosted on G2.com.

Dan D.

President & Co-Founder

Small-Business (50 or fewer emp.)

6/23/2023

"Hands-down the best bookkeeping company in existence."

5/5

What do you like best about Pilot?

Very responsive, professional, friendly personnel. Also their technology and presentation of financials is superb. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

No downsides. Everything went very smoothly from A to Z. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Just keep doing what you're doing! Review collected by and hosted on G2.com.

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

They do our bookkeeping and they're amazing at. Their people are extremely knowledgeable and know/figure out how to handle very novel & sometimes tricky situations in bookkeeping/accounting. Their technology and reporting is also unrivaled. We are extremely proud of our financial reporting, both in accuracy and in formats, thanks to Pilot. Review collected by and hosted on G2.com.