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.

Pilot Essentials

$199.00

Per Month

View More Pricing Information

Official Downloads

(5)

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Pilot Reviews (133)

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Walt J.

Small-Business (50 or fewer emp.)

10/20/2025

"Trusted Finance Partner with Pristine Books, But Monthly Closings Could Be Faster"

5/5

What do you like best about Pilot?

We absolutely love that Pilot acts like a fully integrated, in-house finance function for our business. They don't just process transactions; they are proactive partners who anticipate our needs and provide guidance without us having to constantly ask for updates. This dedication and trust are what we value most. Because their team handles everything so reliably, we achieve the ultimate benefit: our books are always pristine, and we can forget about the complexities of accounting, knowing that our finances are entirely secure. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

The one area we find challenging with Pilot is the timing required for the full monthly book closing. Because they need around four weeks to prepare the books for a complete month, we are not able to follow our daily or real-time cash flow as closely as we would like. This means we have had to develop and maintain our own internal financial projections and interim tracking systems to manage daily cash flow, since the official financial statements arrive a little later than is ideal for immediate operational decisions. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

We would strongly recommend Pilot to companies that are ready to move past basic, reactive bookkeeping and into a more strategic, supported financial system. If your firm needs a partner who is proactively flagging issues and ensuring everything is always in place so you don't have to think about it, Pilot is an excellent choice. While they may not provide real-time cash flow tracking due to the monthly closing process, they are the ideal solution for any business where rock-solid financial accuracy and having an integrated, expert team is the highest priority. Review collected by and hosted on G2.com.

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

The main problem Pilot solves for our business is the constant stress and distraction of managing complex financial records ourselves. Having a dedicated, trustworthy team that is always keeping track of all our books and proactively flagging potential issues means we have a sense of complete financial control without having to do the work. The immense benefit is simple: we no longer have to worry about our financials, which frees up our mental energy and time entirely so we can focus on driving our business forward and achieving our core mission. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

12/29/2025

"A reliable and well-organized accounting experience"

5/5

What do you like best about Pilot?

Pilot’s platform is definitely what I like most. Everything is very well organized and easy to navigate. From the first set of books they manage for you, expenses are updated on a weekly basis, which provides great visibility and control.

I especially appreciate the roadmap feature, as it gives a clear view of how long your budget is likely to last based on your current spending pace. This has been extremely helpful for planning and financial decision-making. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

At this stage, I haven’t identified any significant drawbacks. The service has met my expectations so far. Review collected by and hosted on G2.com.

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

Pilot helps me manage accounting and both state and federal tax filings (including Delaware and IRS). Overall, it has been very helpful in keeping my finances organized and up to date.

Their work gives me peace of mind and saves me a significant amount of time. They consistently meet deadlines, are responsive when needed, and their customer support is very friendly and professional.

The team is empathetic, takes the time to understand the client’s situation, and provides thoughtful recommendations. Overall, the service and attention I’ve received have been excellent, and my experience with Pilot has been very positive. Review collected by and hosted on G2.com.

Heather H.

Small-Business (50 or fewer emp.)

11/11/2025

"Affordable, Feature-Rich Platform with Seamless Integrations"

4.5/5

What do you like best about Pilot?

This platform offers a low cost, brings together various features in one place, and provides smooth integration with other services and apps. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

This service feels less personal and comprehensive compared to other bookkeeping options I have used. Occasionally, the automated features lead to unexpected issues that require additional reconciliation. I also wish they provided an option to file sales tax reports. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

The price and value are excellent. As a small business owner, I found this to be a fantastic choice that reduced my bookkeeping expenses by half. Review collected by and hosted on G2.com.

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

The service includes monthly bookkeeping and reconciliation, along with offering valuable financial insights. This combination helps keep my accounts organized and provides a clearer understanding of my financial situation. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

11/18/2025

"Great product & Team to work with along with a great QuickBooks Integration/Backend"

5/5

What do you like best about Pilot?

We appreciate the asynchronous workflow that Pilot offers, and we especially value that they do all the backend ("actual book keeping" ) in QuickBooks. This combination lets us enjoy the advantages of both QuickBooks Online and Pilot’s software and service. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

This isn't necessarily an issue unique to Pilot, but because we have several bank accounts for our CDs and Treasury accounts that don't all update in real time to Pilot, our cash balances and weekly cash flow statements often turn out to be quite inaccurate. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

I recommend starting with them early, and once you begin generating some revenue, take the time to review your accounts and bookkeeping practices with your assigned accountant. It's important to either use QuickBooks' invoicing feature directly or choose a service that syncs all invoice product details with QuickBooks. By setting up accurate COGS reporting while your numbers are still small, you'll make things much easier for yourself as your startup scales. Review collected by and hosted on G2.com.

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

They have been instrumental in helping us maintain proper bookkeeping during the early stages of our startup, a time when hiring a full-time professional for accurate GAAP reporting is often not feasible. Working with the Pilot team has allowed us to establish a solid foundation for our financial records and overall bookkeeping. Review collected by and hosted on G2.com.

Gabriela S.

Small-Business (50 or fewer emp.)

10/27/2025

"User-Friendly UI and Seamless Support Make Onboarding a Breeze"

5/5

What do you like best about Pilot?

User friendly UI, prompt tech support, positive attitude from the entire team.

Seamless comms from sales to service, we didn't have to reiterate any data. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Nothing comes to mind at the moment, we've only been clients for about two months. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

The clearer the picture for your ideal financial management, the faster they can put your books together.

The more you share upfront, the less you have to go back and forth answering questions. Review collected by and hosted on G2.com.

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

Pilot gives is a high level overview of our finances and allows us to dig right into each individual transaction when needed.

They provide detailed reports of our books and classify our transactions using custom classes we requested.

They're also helping file our taxes at the end of the year. Review collected by and hosted on G2.com.

M. J.

Small-Business (50 or fewer emp.)

7/7/2025

"Pilot is a Game Changer"

5/5

What do you like best about Pilot?

Their team is incredibly reliable and detail-oriented, which means I never have to worry about the accuracy of my books or staying compliant. Knowing that Pilot is consistently handling the financial side of things for both my businesses lets me focus on growth. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

While they’re accurate and timely, a little more customization or context specific to my businesses would add even more value. That said, whenever I’ve needed clarification or had a question, the team has been quick to respond and incredibly helpful. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Overall, I highly recommend Pilot to any business owner who wants reliable financial oversight and peace of mind. Review collected by and hosted on G2.com.

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

Pilot.com has been an absolute godsend for my businesses. They’ve done an amazing job keeping the books in order for both of my companies. The peace of mind they provide is invaluable — I sleep a lot easier knowing that a knowledgeable and reliable team is managing our finances with care and precision. Review collected by and hosted on G2.com.

Michael B.

Small-Business (50 or fewer emp.)

12/15/2025

"Affordable Pricing, But Slow Book Completion"

2.5/5

What do you like best about Pilot?

Pilot is economical for the needs I have for my single owner business. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Very slow with turn around on completing my books. Review collected by and hosted on G2.com.

Samuel D.

Chief of Staff

Small-Business (50 or fewer emp.)

3/13/2024

"Pilot made bookkeeping very easy in the early stages of our business."

4/5

What do you like best about Pilot?

As we become more complex, it was clear that they were not the accounting partner to grow with. Great for early stage though Review collected by and hosted on G2.com.

What do you dislike about Pilot?

They are no proactive in getting us to GAAP compliance and make lots of assumptions. They are very focused on closing the books and not as focused on rigor of the books. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Need a great way to feel confident about closing your books and having investor grade financial? Pilot has been the tool for us and has met all of our needs. Review collected by and hosted on G2.com.

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

Pilot serves as our accountant. They handle all of our transactions and closse our books in Quickbooks, always checking on categorization, clarification, and connects directly to our invoicing, banking, and HR software. Review collected by and hosted on G2.com.

Verified User in Mental Health Care

Small-Business (50 or fewer emp.)

8/19/2025

"Reliable, Communicative, and Easy to Work With"

4.5/5

What do you like best about Pilot?

I really appreciate how communicative and collaborative the team is. They take the time to work with me, explain things clearly, and make sure I always know where my books stand. Everyone I’ve interacted with has been professional, friendly, and genuinely helpful. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Honestly, I don’t have any major dislikes. No system is ever perfect, but my experience with Pilot has been smooth and I’ve always felt supported. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Pilot takes the stress out of accounting and bookkeeping. They handle the details so I can focus on running my business, while still keeping me in the loop. Their organization and communication give me confidence that my finances are accurate and up to date, which saves me both time and worry. Review collected by and hosted on G2.com.

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

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/6/2025

"Present over Perfect; Pilot is making strides to automate what was hard to automate before"

4/5

What do you like best about Pilot?

The portal is easy to use! The reports are better than Quickbooks (to use and read) although they aren't as many. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Some features are glitchy, like the revenue waterfall seems to have issues.

Also there are many things they aren't set up to navigate (such as inventory) but they disclose that upfront. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Pilot will streamline a lot for you and save you a ton of money, but if you have complex needs or reporting requirements... really discuss that prior to agreeing. It needs to make sense for both parties and as Pilot is new and growing in this field (which is much needed) there's still some things that need a manual touch. If this is you, be sure to outline everything beforehand. Review collected by and hosted on G2.com.

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

So much of accounting can be streamlined. As an operator, I have better things to do with my time. So I'm all about automating things a computer can do. That's one area Pilot really shines in. Review collected by and hosted on G2.com.