Describe the project or task the provider helped with:
Bookkeeping — I used to do it myself (kind of) but it felt like such a time sink to do something so repetitive when I have so many other things on my mind. We are also currently onboarding them for tax. Review collected by and hosted on G2.com.
What do you like best?
Customer service. I used to have an accountant who made me feel like I was wasting his time. From Ryan who explained and sold the services to us to Cerisse who is a gem — she is incredibly patient both when I ask many questions or ask for many changes, and when I disappear for a little while. She’s incredibly professional and has made very useful recommendations. Plus she is willing to quickly get on the phone so things are more clear and faster. And of course they deliver their services very well too. Review collected by and hosted on G2.com.
Pilot Reviews
Describe the project or task the provider helped with:
We subscribed to Pilot in the Fall of 2019 to manage our bookkeeping. We are a bootstrapped startup and our bookkeeping is fairly straightforward. We needed help with balancing the books every month. Review collected by and hosted on G2.com.
What do you like best?
The integration with other software that we regularly use (Zenefits, Quickbooks, Veem, Invoiced.com). The books are always on time and they flag expenses or entries that are not clear. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Tax, R&D tax credit, accounting, and bookkeeping Review collected by and hosted on G2.com.
What do you like best?
Not sure there are any. They have an automated system but it doesn’t appear to be that efficient. A ton of back and forth. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We were talking to their sales team to see what plan to go for and they kept on changing our prices.
They mentioned they would give us a discount and in the end we figured out it was a discount they offered anyone with our bank (so completely intransparent).
They knew from the beginning that our company had a subsidiary and they decided to last minute to add a $100/mon subsidiary charge even though this was never mentioned before. Review collected by and hosted on G2.com.
What do you like best?
To be honest I initially thought they were relatively professional. In the end they clearly weren't. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot does all of Transcend's bookkeeping. It pulls transaction data from our bank account and Stripe, categorizes them, and files them in Quickbooks. Review collected by and hosted on G2.com.
What do you like best?
We don't even have to think about bookkeeping. As a founder, I (A) didn't know what to do and (B) didn't have bandwidth to even think about it. We used Pilot and it simply took all of those responsibilities off my plate. On occasion I'll get a straight to the point email from our account manager that asks me to clarify some transactions. Onboarding took 10 minutes, so my total interaction with Pilot is about 3 minutes per month responding to these emails... which is pretty ideal. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot has been great at stepping in and taking over and organizing my companies books in Quickbooks. A real person organizes and updates me every month. If they have any questions we are able to resolve them in a simple email. Review collected by and hosted on G2.com.
What do you like best?
I really love how Pilot uses QuickBooks because that is what I was already using. Unlike other companies (like Bench) that require you to use their custom software so you can never leave.
I like how they focus on getting the service right so I want to stay instead of getting me on their software where it would be very painful to leave.
Also the team is very responsive through email. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot handles all of my company's bookkeeping seamlessly so that we can focus on what actually matters to our business. Review collected by and hosted on G2.com.
What do you like best?
Love that they're always working on everything in the background & have status updates ready for us whenever needed. The structure of having an account manager specifically for our books is very helpful. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot does the bookkeeping for our small 7 person startup. They are quick to respond, reliable, trustworthy, and very organized. Getting set up with them was seamless. Each month when they submit our books (on the same day each month!), they ask for clarification on expenses they aren't sure of, and they quickly reconcile them once they have the information they need. Review collected by and hosted on G2.com.
What do you like best?
The peace of mind, and ease of working with them. I met their CEO at a conference for office-tending folk, and he had a deck ready to give "Finance 101" talks to those of us that wanted the basics. He's competent and kind, and has also hired great folks to work with him. They introduced us to a tax preparer, and send us "heads up" notices via email to make sure we're on track with compliance for things that I wouldn't otherwise even be aware of.
Pilot also integrates with Gusto, which is convenient. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot closes our books every month. We get a summary of credits and debits and if they have any questions on categories, they ask us. Review collected by and hosted on G2.com.
What do you like best?
Pilot is easy to use - I don't have to request our monthly summary, it just shows up in my inbox. It's always accurate. I've also asked for a few custom things that they've quickly adhered to. I fee like they really get the customer and live to serve me. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot manages your books and provides valuable counsel for bookkeeping and accounting, which are otherwise mysterious and difficult to find as a startup. Review collected by and hosted on G2.com.
What do you like best?
The team iterates quickly, overdelivers, and is incredibly responsive when you have questions. The product "just works" and requires almost no overhead (asides from occasional clarification questions) to maintain. It's an easy and obvious way to stay on top of finances, even as an early startup. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
I run a small non-profit. For the last 3 years we've had board members take care of our books on a rotating basis. It was a huge burden that no one liked to do.
Then we met Pilot. Not only did they do our books, they keep an eye out to make sure issues are caught and the recommend other services we use to keep our financial house in order. They are always available to answer questions and the service is amazing. Review collected by and hosted on G2.com.
What do you like best?
The wide range of financial topics that they'll lend advice on. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Monthly accounting including transaction classification, monitoring for abnormal activity, and burn rate projections Review collected by and hosted on G2.com.
What do you like best?
Setup was painless. They tailor made a chart of accounts to suit our business. Each month they send us a note with a report letting us know they've closed the prior month and include summary information that is bespoke to our business. Best of all: the price is far less than hiring our own accounting firm. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot has been doing our bookkeeping for about a year. Review collected by and hosted on G2.com.
What do you like best?
- Problems are rare and get addressed very quickly
- Communication is prompt, to the point
- Very smart team
- Very dependable - I don't have to double check everything. They are automating everything that can be automated and human errors are reduced to a minimum Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot manages your books no matter what stage you are at, but most importantly they understand the operational profile of early stage startups, including equity disbursements and tricky issues like SaaS revenue recognition. This is stuff you probably aren't thinking about and rightfully so, but having Pilot take care of things for you so you don't have to clean your books later will more than pay off. Review collected by and hosted on G2.com.
What do you like best?
I don't have to worry at all about our books, they can go from Pilot straight to our investors without needing any modification from me. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot takes care of all of our bookkeeping — so I don't have to worry about it. At my last startup, I tried to do it all. I've learned that lesson! That's why I'm happy to have Pilot taking care of our bookkeeping needs. Review collected by and hosted on G2.com.
What do you like best?
I like that the service is very consistent — not just the tech, but the humans who answer my questions when they come up. They are keeping customer quality up even as they scale. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We are using Pilot for our bookkeeping and consolidating all our expenses (contractors, consultants, vendors, reimbursements, etc.) in one place. Review collected by and hosted on G2.com.
What do you like best?
I like the customer support that's there when we need it and hands-off when everything works smoothly on its own. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
The pilot team took on my company, and cleaned up over a years worth of messy finances.
There was not a single transaction that didn’t get properly reconciled. Truly amazing.
They will custom tailor their services to your needs too. Our books are now extremely detailed, but also structured in a custom tailored way to my company.
Thanks to Waseem and his entire time. Can’t recommend them enough. Review collected by and hosted on G2.com.
What do you like best?
They keep it personal. That’s so important to me. No robots, just humans. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot takes care of our back office accounting and bookkeeping needs Review collected by and hosted on G2.com.
What do you like best?
I don't have to worry about anything, and it's always done timely and accurately. Also, customer service is excellent. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot owns 100% of the bookkeeping for my ecommerce business. They helped me set it up correctly, make the right integrations, and define our bookkeeping practices. Review collected by and hosted on G2.com.
What do you like best?
Exceptional customer service, clarity, explaining things. Patience with me, a non-accounting founder. Transparent pricing, great coordination with other accounting and tax-related partners/service providers. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Bookkeeping, categorizing expenses, and having a record of all our financial statements Review collected by and hosted on G2.com.
What do you like best?
1 .Simplicity
2. Low cost
3. The team is very attentive to categorization and rules through software
4. Low-touch Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
They take care of all our accounting, and produce detailed personalized company reports that give us an instant overview of what's going on with the financial health of the company. Review collected by and hosted on G2.com.
What do you like best?
Pilot assigns a person to manage your account. This level of personalized support is invaluable. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Pilot saves us an incredible amount of time in managing out books. All of our financial data is synchronized seamlessly, without any manual effort on our part beyond answering the occasional categorization question. Review collected by and hosted on G2.com.
What do you like best?
I love how much time they save. As an entrepreneur, my least favorite part of my work is doing the paperwork to keep our books accurate and our company compliant, and Pilot helps a huge amount in minimizing that. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
The team at pilot has helped our company make sense of complex, international books with a level of accuracy and professionalism that competitors can only dream of. This includes timely and error-free monthly reports, perfect categorization of expenses, and related advice. Review collected by and hosted on G2.com.
What do you like best?
Blazing fast and clear responses to inquiries. Review collected by and hosted on G2.com.
