Pilot Reviews (142)

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Pilot Reviews (142)

4.7
142 reviews
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Raymond J.
RJ
Raymond J.
Central Executive Committee member
Small-Business (50 or fewer emp.)
"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.

NA
Nadim A.
Small-Business (50 or fewer emp.)
"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.
AB
Allison B.
Chief Operating Officer
Small-Business (50 or fewer emp.)
"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.

Kris G.
KG
Kris G.
Founder & Principal Consultant
Small-Business (50 or fewer emp.)
"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.

Frank X.
FX
Frank X.
Senior Business Operations Associate
Small-Business (50 or fewer emp.)
"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.

Eric R.
ER
Eric R.
COO
Small-Business (50 or fewer emp.)
"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.

Therese C.
TC
Therese C.
Fellow in Pediatric Emergency Medicine
Small-Business (50 or fewer emp.)
"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.

Jack H.
JH
Jack H.
Inventor / Founder
Small-Business (50 or fewer emp.)
"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.
AD
Addison D.
"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.

WJ
Walt J.
Small-Business (50 or fewer emp.)
"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.