# **Reliable, stress-free accounting services for your business**

You didn't start a business to track your cash flow or reconcile accounts. But we did.

Pilot gives you the freedom to focus on your business, knowing you'll receive accurate, detailed books every month.

## **Accounting services that scale with your business**

**Precision you can trust**  
Get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors.

**Dedicated finance experts, beyond the numbers**  
Get a finance expert dedicated to your business. Beyond managing your books and taxes, we help you select the right payroll provider, offer financial best practices, and more.

**Designed for growth, built for scale**  
With accrual basis accounting and burn rate reports, we are built for growing businesses. We integrate with hundreds of tools like Bill.com, Stripe, and Gusto.

**Full service tax prep and financial support**  
Beyond accounting and bookkeeping, we're here for your growing financial needs. With [Tax](https://pilot.com/tax) or [CFO Services](https://pilot.com/cfo-services), we support everything from filing business income taxes to building investor decks.

## Getting started with Pilot’s accounting is fast, simple, and easy

1

### Meet your dedicated finance expert  
   No complex setup, no headaches. Whether you’re starting fresh or switching providers, your dedicated accounting expert is with you from day one handling onboarding, understanding your finances, and guiding your business as it grows.

2

### Send your transactions — automatically  
   Forget CSV exports and email attachments. Pilot integrates seamlessly with QuickBooks, Gusto, Expensify, and other tools you already use. Your finance expert sets everything up, ensuring a smooth, accurate, and automated process.

3

### Get your report, get back to business  
   Each month, you’ll receive a detailed financial report with your profit and loss statement, balance sheet, and cash flow overview. We include industry-relevant insights—like burn rate for startups or inventory updates for eCommerce—so you can make decisions with the full picture in mind.

4

### **Expand with Tax & CFO services**  
   Need more than just accounting? Pilot offers additional financial services to support your growing business—whether that’s [tax prep](https://pilot.com/tax), budgeting, or investor-ready financial modeling.

## Get additional services, beyond the books

Sometimes you need financial support, beyond monthly accounting. With Pilot's additional services, we can help you pay your business bills, and create and send invoices to your customers at an hourly rate.

### Need more strategic finance support?  
   We build investor decks, budgets, and more through our CFO services. Outsourcing your CFO needs can help streamline fundraising and financial planning for your business.

Pilot has proven to be a truly invaluable service. The amazing responsiveness and delivery of thorough guidance and time-sensitive financials demonstrate an impressive care and commitment regarding our business.

Max  
Founder, Filmbot

## **Common questions about Pilot’s accounting services**

Accounting is an important foundation for any business, so we understand if you have questions. We address common concerns in our FAQ – but always feel free to reach out with specific questions.

### How does pricing work?  
   Our accounting services and tax plans are based on an annual subscription model with transparent pricing that scales with your expense rate and your business needs such as connected institutions, bills, and invoices. See our [pricing page](https://pilot.com/pricing) for more details.

### What are the requirements to start with Pilot?  
   We have three requirements that allow us to deliver the most accurate books for your business.
   1. Electronic transaction access
   2. Expense reporting software
   3. No commingling of personal expenses

### Is support included? Can I ask questions?  
   Yes! Support is included in your plan. Your dedicated finance expert is happy to answer any questions you might have. We strive to respond to inquiries in one business day or less. See our [pricing page](https://pilot.com/pricing) for more details.

### What’s the difference between accrual accounting and cash accounting?  
   Cash accounting only tracks when money enters or leaves a bank account. Accrual accounting is a more sophisticated approach that records when the money was earned or owed. Most larger companies use accrual basis bookkeeping and Pilot does accrual from day one so there’s no painful transition later.

### Are AP/AR services included?  
   As AR/AP processing go beyond the monthly bookkeeping close, they are not included unless you’re under the Plus plan. However, we provide AR/AP processing in our Extended Services at an hourly rate for Core and Select customers.

## Your full finance stack

Pilot goes beyond CFO services to offer everything you need for your business's financial management.

### Tax  
   Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.

### R&D Credit  
   The R&D tax credit could save your business up to $250,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.

### CFO Services  
   Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

## See what Pilot can do for you

Learn how the Pilot Portal streamlines communication, offers valuable insights, and saves you time so you can focus on growing your business.