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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Taric M.

Small-Business (50 or fewer emp.)

2/28/2023

"Friendly, professional and efficient service"

5/5

What do you like best about Pilot?

Pilot makes the accounting side a breeze, freeing up time.

Also, their CEO is extremely helpful with giving startup advice as well as approachable. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

We haven't found downsides yet. So far, no complaints, and very happy with the service across the board. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Definitely give them a shot, particularly if you are a tech startup. If you need help in other areas besides their core services, it doesn't hurt to ask, they often can help in ways you wouldn't expect and/or connect you to someone who can. Review collected by and hosted on G2.com.

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

Pilot is handling our bookkeeping and corporate taxes. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

1/19/2023

"Pilot for Book Keeping"

4.5/5

What do you like best about Pilot?

1) Easy onboarding

2) Seamless technological integration with all of our financial vendors

2) knowledgeable on our unique structure with "industry experts" to guide initial set up process.

3) Flexible in working with us to provide additional detail we needed.

4) Branden Armes was especially valuable and helpful. He is highly recommended. He went the extra mile to help us get better understanding of all of the numbers going into the financials and clearing up other questions we had. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Initial set of financials didn't include a detailed breakdown of sources, so we could fully see everything that is going into an expense/revenue account. This would be especially helpful at set up. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Easy to use. Automation and integration is key to scalability. No worries around hiring and firing an internal book keeper. Review collected by and hosted on G2.com.

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

Pilot is providing Book Keeping services for our healthcare organization. We have a unique structure that Pilot understood and was able to handle book keeping for multiple entities. Review collected by and hosted on G2.com.

Nicholas A.

CEO

Small-Business (50 or fewer emp.)

11/2/2022

"Come for the simplicity, stay for the outcome"

5/5

What do you like best about Pilot?

Amazing value for the cost, buying my business significant flexibility for the future/ trust that our financials are always in great shape. The CFO services have been the most pleasantly unexpected value-add to my business. I'm eager to be an early customer for a soon-to-be-announced product that's been the bane of my existence managing a growing team's incentives program ;) Review collected by and hosted on G2.com.

What do you dislike about Pilot?

We're a value-based healthcare business with complex non-GAAP metrics, multiple operating entities and a ton of complexity. Pilot can/ will build internal "center of excellence" programs for big verticals that would have accelerated the learning curve and reduced my team's involvement in implementation. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Don't think - sign the deal and get back to focusing on "what makes your beer taste better?" Review collected by and hosted on G2.com.

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

First, I thought of Pilot as the bookkeeping easy button. Out of sight, out of mind, and designed give me back precious time as a founder.

Ultimately, our biggest value has come from the a) infrastructure to setup a complex set of entity/ funds flows, and b) the value-add during fundraising/ FP&A from CFO services Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

1/31/2023

"Saves us a lot of time and money once the tricky onboarding process is complete"

4/5

What do you like best about Pilot?

Once in steady state, Pilot handles most of our transaction categorization without needing much input from us. These bookkeeping efforts save us a lot of time. The CEO also makes himself available to us, which is an excellent touch of customer service. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

The onboarding experience was quite frustrating. It involved many hand-offs and multiple iterations before the first set of books was in good shape. Once we received our final bookkeeper, it was smoother sailing. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Pilot's output seems to rely heavily on the individual bookkeeper working on your account. If you're having a good amount of trouble, it may be worth requesting a new bookkeeper within Pilot. Review collected by and hosted on G2.com.

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

Pilot is augmenting our Finance team by handling our bookkeeping. It saves us time and allows us to put off making additional hires to take care of bookkeeping and to create financial statement reports. Review collected by and hosted on G2.com.

Raj S.

CEO & Co-Founder

Small-Business (50 or fewer emp.)

9/7/2020

"Pilot steered our accounting straight into the ground and destroyed our books"

0/5

Describe the project or task Pilot helped with:

Tax, R&D tax credit, accounting, and bookkeeping Review collected by and hosted on G2.com.

What do you like best about Pilot?

Nothing. Steer clear of pilot. I wish I had something positive to say here, but I don't. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Worst bookkeeping service we've ever experienced. They failed to properly recognize revenue. We sell hardware and software. The hardware is supposed to be recognized as revenue in the month it shipped. For an entire 18-months, they failed to follow this SOP, and it was an SOP they set. For the software, they failed to properly catergorize subscriptions. Thousands of transactions were misplaced into the wrong income accounts. They blamed this on a zap in zapier that they wrote to help automate some imports. They never disclosed the fact they were even using zapier at all. Anyone that ever uses Zapier knows that it needs to be managed. Not only did they not disclose that they were using Zapier to automate bookkeeping, but they didn't manage it and let their zap fail and miscategorize transactions for 18-months. They also incorrectly amoritized monthly subscriptions into daily subscriptions, and then also managed to get the math wrong. The founders are from MIT, yet they got the "count" in "accounting" wrong. We discovered our books were littered with journal entries and adjustments to make up for gross miscategorizations. This made the books unreadable and made it impossible to build any sort of financial KPI to understand the business. They promised to fix/clean up the books after we discovered these issues. Yet, they dragged on that process for months. Each time progress was made, someone would go on PTO. Then we'd discover that they didn't make any progress at all. Finally, we had no choice but to fire Pilot, three weeks before we were supposed to file taxes. Just a huge mess. They took our money for 18-months, messed up our books and financials, promised to fix them, and then failed to deliver on that promise. After several requests for a refund fell on deaf ears (they didn't even respond to our email requests), we've decided to start investigating our legal options. We've had to pay another bookkeeping service to step in and clean-up our books, hire a fractional CFO team to assist, and are now looking at IRS penalities for filling taxes late. The damages keep piling up. Don't let Pilot crash your company. Steer clear! Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Steer clear. Pilot is the worst possible custodian of your books. There are much better bookkeeping services out there, and although many are more expensive, the poor quality services you'll receive with Pilot will cost you a lot more! Review collected by and hosted on G2.com.

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

Pilot was hired to provide bookkeeping services. There services aimed at leveraging a combination of AI and experienced/qualified staff to help reduce costs and increase transparency. They did the exact opposite. Review collected by and hosted on G2.com.

Aviva R.

Co-Founder and COO

Small-Business (50 or fewer emp.)

1/31/2023

"Helpful, responsive, clear, and strategic"

4.5/5

What do you like best about Pilot?

The ability to use our fractional CFO as a thought partner and to be able to delegate tasks and questions from the board and potential investors. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

It costs some money per hour, so you need to prioritize the most important tasks or make sure you can afford the larger hourly bundle. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

For startup founders, this is a great way to outsource work you do yourself and find a strategic experienced finance partner. Review collected by and hosted on G2.com.

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

Pilot's fractional CFO is providing the services a traditional CFO would do: creating models and advising on growth plans and expenses. These are services I've been doing myself up until now. Review collected by and hosted on G2.com.

Utku Z.

CEO

Small-Business (50 or fewer emp.)

1/24/2023

"Pilot has been with us since day 1 - No-brainer for new companies"

5/5

What do you like best about Pilot?

We do not have to think about the accounting/taxes for our business. We only focus on our product and key business offerings. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

If you are an existing company with many custom processes, it may be harder to get on-boarded. That said this is not our experience. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

If you are starting a new business, Pilot is a fantastic partner. They will off-load all of the bookkeeping/tax-related activity from your core business. Using Pilot from day 1 will also ensure you are following the best practices instead of some other home-grown process which doesn't scale. Review collected by and hosted on G2.com.

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

Bookkeeping, tax, R&D tax credit. Review collected by and hosted on G2.com.

Victor Y.

CEO

Small-Business (50 or fewer emp.)

12/14/2022

"Wonderful Service, Very Diligent Team"

5/5

What do you like best about Pilot?

The ease of communication & availability of the team, wonderful online platform to simplify things. Simplified processes and streamlimed processes. More professional than others. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Nothing is not working well, we are enjoying all. Nothing we did not realize with the solution, no comment on imporvements. No impovements that we can see possible. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Perform your research, in the market to vet other providers after speaking to Pilot, you will find others that claim they can perform at the level of Pilot but do not deliver, we learned through trial and error with other firms that claim to be experts in E-Commerce. Review collected by and hosted on G2.com.

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

All inclusive, detailed Booking Keeping, Grossing Up all transactions, and expertise in our space to make things very easy and understandable. Things have gotten more steamlined. Review collected by and hosted on G2.com.