Pilot Reviews & Provider Details

Name: Pilot
Price: 99.0 USD
Rating: 4.7 (143 reviews)

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

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)

Used by fitDEGREE and 2 others

Beta

Pricing

Pricing provided by Pilot.

Essentials

$99.00

Per Month

View More Pricing Information

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Alex K.

Founder

Small-Business (50 or fewer emp.)

9/16/2026

"Automated Bookkeeping Excellence with Pilot"

5/5

What do you like best about Pilot?

I find Pilot to be highly customizable and flexible, which was a huge plus for us compared to other options. Their automated bookkeeping has been a game-changer by consolidating our revenue streams and organizing our diverse product lines, which was previously done manually. I appreciate that everything is on time, with our books ready in the first two weeks of each month. It's great that they put in the effort to understand the complexity of our books, and their AI system makes things quick and easy by pulling in the books automatically. They also integrate well with tools like QuickBooks Online, Stripe, PayPal, and even our custom dashboards, making it seamless for us to work with them. I value that they're open to using our tools. Overall, their technology is a differentiator, and the automated bookkeeping encourages me to continue with them. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

The dashboard could be a bit more intuitive, and it would be great if they could evolve the process and metrics from where we have, take ownership after the handover, and integrate fully to own the books 100%. Review collected by and hosted on G2.com.

Raymond J.

Central Executive Committee member

Small-Business (50 or fewer emp.)

4/1/2023

"A rarity in US Business"

5/5

What do you like best about Pilot?

Well, since my review Pilot have managed to stay ahead of the curve. They actually added an economic expert at no extra cost. Meaning an AI tool that is truly helpful both mathematically and graphically. Gathering data, analysis and creating reports takes minutes instead of sometimes days. My love for Pilot is unwavering, simply put. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

There always is. But I cannot find any particular area that doesnt serve my needs. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Speak to the people, you will immediately get a fell for them, the team spirit, skill, preparedness and a sheere delight to communicate with. Review collected by and hosted on G2.com.

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

Pilot is truly good at staying on top of rules and regulations, be it books or taxes, so I dont have to. They are patient and helpful as I remember my first mentor was. He was the CEO of a company with more than 90 % market share on WallSt. They made Stentofon / Stentophone. Plastic with fresh colours and the buttons, you know. They keep me on their toes with deadlines and communicate truly well. What I get in return is calm, focus and hours and hours better spent on planning of growth, for instance. Review collected by and hosted on G2.com.

Nadim A.

Small-Business (50 or fewer emp.)

5/4/2026

"Reliable, Focused on Startups, and Time-Saving"

4.5/5

What do you like best about Pilot?

I recently started working with Pilot for bookkeeping and to prepare my company financials for operations and future growth. I appreciate Pilot's focus on supporting founders and their strong reputation, which made them a good fit for my company. I evaluated a few alternatives, but Pilot stood out for its focus on startups and the clarity of its offering. Pilot helps me manage bookkeeping accurately and keeps financial records organized from the start, saving time, reducing errors, and giving me clear visibility into the company's finances. I find the structured bookkeeping process, clear financial reports, and startup-focused expertise most valuable. Their accurate up-to-date financials and dedicated team give me confidence in managing the business and planning ahead. Pilot handles bookings through the platform and integrates directly with my bank account and Stripe, meaning there was no need to implement additional software. Their reliability, clear financial reporting, and startup expertise give me the confidence to continue working with them. The time they save me and the clarity they provide on my financials are key reasons to expand the partnership as my business grows. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

One improvement would be clearer guidance for international founders, especially around payment methods and Wise Account Setup. More detailed onboarding instructions and examples would help avoid issues and streamline the process. Review collected by and hosted on G2.com.

Allison B.

Chief Operating Officer

Small-Business (50 or fewer emp.)

4/27/2026

"So Much Better Than Anything We Used Before"

5/5

What do you like best about Pilot?

I can easily find the reports that I need to share with our investors. Additionally, I like knowing that we can scale up in their services if we ever need more specialized services than regular bookkeeping. Pilot integrates seamlessly with QBO, ADP, and our banks. The question-portal to our Pilot team is easy to use and to find what I am looking for. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

We have yet to find a downside. It is literally so much better than anything we used before. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Sign up now. Especially if you don't know much about accounting, this will make your life significantly easier. Review collected by and hosted on G2.com.

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

Previously, we worked with a book-keeper and the process was very manual. Long email threads with questions I couldn't go back and find... spreadsheets I didn't know how to read, etc. As a Founder, you just want the books to be done right without eating up your time. That's what Pilot has done for us. The people we work with there are experts in their field and easy to work with. The User-Interface of the system is nice to read. Review collected by and hosted on G2.com.

Kris G.

Founder & Principal Consultant

Small-Business (50 or fewer emp.)

2/17/2026

"Honestly Easy to Use, I don't know what I would do without them."

5/5

What do you like best about Pilot?

It's honestly easy to use. I love the support, consistency, and same point of contact. I enjoy being able to understand all aspects of our financial health as a rising startup. Couldn't be easier! Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I don't think I have any downsides that I can think of yet. But, I'm sure as we grow and evolve I'll have more needs. Which may lead to needing more features, but who knows. They seem to always be evolving. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

Give it a try! I think it's fully worth it. Review collected by and hosted on G2.com.

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

Accounting has always been one of the worst areas of my life. I hate how costly, time consuming, and boring it is. There's so many solutions out there, and, I think they come in to simplify as much as possible for our team. Reviewing books is quick & easy and I don't have to set aside a whole day. I can do it in less than 5-10 minutes. Review collected by and hosted on G2.com.

Frank X.

Senior Business Operations Associate

Small-Business (50 or fewer emp.)

1/21/2025

"Quick, Efficient, and Easy"

5/5

What do you like best about Pilot?

The continued relationship with working with the same AM has been amazing! (Sheri is awesome to work with!) Review collected by and hosted on G2.com.

What do you dislike about Pilot?

Nothing that I can think of. It has been awesome working with Pilot these past couple years. Have no complaints. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

The more info you share with Pilot, the more accurate your books will be. Review collected by and hosted on G2.com.

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

Pilot is helping us streamline and manage the entire bookkeeping process with a high level of accuracy which allows us to focus on other areas of our business. Review collected by and hosted on G2.com.

Eric R.

COO

Small-Business (50 or fewer emp.)

1/19/2026

"Fast Responses, Easy Platform, and a Team That Feels Like an Extension of Ours"

5/5

What do you like best about Pilot?

What I like best about Pilot is how quick they are to respond, how easy their platform is to use, and how their team doesn’t just do the work but actually becomes part of your team. They’re involved in the process, they help problem-solve, and it never feels like you’re just working with an outside agency checking boxes. They feel like an extension of our company. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

There hasn’t been anything significant. Overall, our experience has been very positive. If anything, the only open question we’re still working through is how to best use their CFO services within our specific setup. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

If you’re trying to decide whether to use Pilot, I highly recommend it. If you don’t have the budget for a full accounting team or you’re having trouble hiring the right people, Pilot is a strong option to help fill those gaps. It works especially well for small teams that want to automate parts of their financial process, bring in helpful technology, and access a level of expertise you might not get from a single hire. Pilot gives you reliable support without the overhead of building out a full department, and it’s definitely worth considering. Review collected by and hosted on G2.com.

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

Our company is growing, and when our office manager, who had been handling our books, retired at the end of the year, we needed a better system to manage our financials. We weren’t ready to bring on a full-time CFO or accounting team, so Pilot stepped in at the right time. They were able to pick up right where our previous resource left off, integrate with our team, and provide clarity through both their technology and expertise. They’ve essentially served as a bridge between what we had and where we know we need to be long term. Pilot gives us the tools, support, and insight to be more financially conscious as we grow and helps set the foundation for eventually building a full in-house accounting team. Review collected by and hosted on G2.com.

Therese C.

Fellow in Pediatric Emergency Medicine

Small-Business (50 or fewer emp.)

5/26/2026

"Love Pilot 100% Highly Recommend."

5/5

What do you like best about Pilot?

Platform is easy to use, Q&A process with my bookeeper is great. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I wish I didn't have to also pay for quickbooks- Seems redundant. Review collected by and hosted on G2.com.

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

Using bookkeeping as a preseed startup. I had another bookkeeper before Pilot who screwed up my books- incorrect categorization which resulted in counting an investment as taxable income because he didnt ask the right questions. I've educated myself so my oversight combined with Pilot's team is the right mix. I love their AI tool so I can query too. Review collected by and hosted on G2.com.

Jack H.

Inventor / Founder

Small-Business (50 or fewer emp.)

5/25/2026

"A Great Mix of Real Team Members and Smart Automation"

5/5

What do you like best about Pilot?

A great mix of real team members and automated systems. Peace of mind for accounting and taxes. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

I don't identify any downsides of using Pilot. Review collected by and hosted on G2.com.

Addison D.

2/16/2026

"Elevated Financial Operations with Exceptional Support"

5/5

What do you like best about Pilot?

I like Pilot's customer service, team members, and the Pilot portal. Their bookkeeping services, financial expertise, and broad range of team members make us feel confident. They're also incredibly fast. Their software platform really stands out; we don't have to use QuickBooks anymore and can easily monitor our books through their portal. The AI chatbot is also incredibly helpful for asking specific questions about our financials. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

N/A Review collected by and hosted on G2.com.