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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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.

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.

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.

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.

Simon L.

Small-Business (50 or fewer emp.)

1/26/2026

"Knowledgeable, Responsive Bookkeepers Backed by an Easy-to-Use App"

5/5

What do you like best about Pilot?

Knowledgeable and responsive bookkeepers, supported by an easy-to-use app. My books always came out clean and accurate, and it was reassuring to know the staff was on top of things whenever I needed help. Review collected by and hosted on G2.com.

What do you dislike about Pilot?

So far, I haven’t discovered any downsides. I’m happy with the service. Review collected by and hosted on G2.com.

Recommendations to others considering Pilot:

If you’re a small business owner spending a lot of time on bookkeeping, you should try Pilot Bookkeeping. Give it a try. Review collected by and hosted on G2.com.

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

I own a mobile sharpening service that operates three mobile sharpening vans. Pilot helps me stay on top of my bookkeeping, which frees me up to focus on expanding my business. 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.