Sobre Pilot

Pilot is a general ledger and enterprise accounting software designed to help startups and small businesses manage bookkeeping, taxes, and other financial processes. Administrators can file various income taxes including federal, state, and local and receive status updates regarding fillings in real-time.

The platform enables teams to manage annual budgeting, investor reporting, pitch assessments, fundraising strategies, forecasting, and other professional services. Pilot allows managers to analyze transactions and generate monthly financial reports including profit and loss, cash flow, and balance sheet. Operators can also calculate burn rates and share inventory updates with eCommerce retailers.

Pilot lets businesses process bills, create and share invoices with concerned personnel, track expenses, build budgets, and analyze companys' financial health. Employees can also identify R&D expenses and collect supporting documents to claim tax credits.

Precios desde:

399,00 US$/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Estados Unidos

Idiomas admitidos

inglés

Precios desde:

399,00 US$/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Imágenes

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Funcionalidades

Funcionalidades totales de Pilot: 18

  • Balance contable y cuadro de resultados
  • Conciliación bancaria
  • Contabilidad de acreedores
  • Contabilidad de deudores
  • Creación de informes financieros
  • Cálculo de impuestos
  • Declaración de ganancias/pérdidas
  • Empresa/negocios
  • Empresas de contabilidad CPA
  • Expedientes electrónicos
  • Facturación
  • Gestión de impuestos
  • Gestión de inventarios
  • Integración de servicios de contabilidad
  • Libro general
  • Reconocimiento de ingresos
  • Seguimiento de gastos
  • Varias divisas

Alternativas

Bench

4,8
#1 alternativa a Pilot
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QuickBooks Desktop Enterprise

4,5
#2 alternativa a Pilot
QuickBooks Enterprise es un software de contabilidad para pequeñas empresas que proporciona acceso en tiempo real a...

Xero

4,3
#3 alternativa a Pilot
Xero es un software de contabilidad para pequeñas empresas basado en la nube con herramientas de gestión de facturación,...

QuickBooks Online Advanced

4,4
#4 alternativa a Pilot
QuickBooks es una solución de contabilidad y gestión empresarial que permite a las pymes supervisar sus ventas,...

Opiniones

Calificación general

4,9 /5
(15)
Relación calidad-precio
4,7/5
Funcionalidades
4,7/5
Facilidad de uso
4,9/5
Asistencia al cliente
5/5

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Mostrando 5 opiniones de 15
Max F. Max F.
Calificación general
  • Sector: Recaudación de fondos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Happy Customer: Bookkeeping, Tax, CFO, R&D

Revisado el 5/4/2021

We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due...

We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach.

Puntos a favor

As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R&D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service.

As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine.

Desventajas

My only regret is not working with them sooner! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do.

Alternativas consideradas

Bench

Razones para cambiar a Pilot

I especially loved that Pilot builds on top of existing accounting software like Quickbooks, rather than reinventing the wheel with some proprietary software, and was able to build models in Google Sheets vs. Excel, enabling much better collaboration.
Usuario verificado
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Mensualmente durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Great Onboarding Experience and Ancillary Services

Revisado el 1/4/2021

Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding...

Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding to BAU support, the Pilot team has been incredibly responsive and patient with us as we uncovered mistakes that needed to be addressed asap.

Additionally, we realized that we needed some additional reporting for our board and discussed options with the [SENSITIVE CONTENT HIDDEN] services team. It was expensive (for us) but soooo worth it. The added insight that the team provides in addition to the reporting has been invaluable. We've had many conversations about our growth plans etc and I feel like they are an extension of our team.

We had recent conversations about leveraging PIlot for R&D Tax Credits. Although, we ultimately determined that we aren't ready to proceed at this point, I now know what we would need to have in place & the benefit should we decide to proceed in the future.

Puntos a favor

I'm someone that appreciates human interaction and Pilot makes it easy to engage with the team when I wanted to. I also love, love the dashboard it's easy to use and interactive.

Desventajas

I wouldn't say anything is missing - I would love to be able to generate reports directly out of Pilot instead of going to QBO - purely for aesthetic reasons because the format doesn't look the same as the monthly reports the team provides.

Lars A. Lars A.
Calificación general
  • Sector: Servicios de información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Mensualmente durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Pilot is a helpful ally for a small business

Revisado el 6/4/2021

Overall, I am very happy with the service that Pilot provides. I like the software that they offer...

Overall, I am very happy with the service that Pilot provides. I like the software that they offer and I'm excited to see how they continue to iterate and set an even higher bar.

Puntos a favor

A consolidated tool for both bookkeeping and tax preparation has been very helpful.
- Adding a new account or connection is easy
- I'm able to see the status of my corporate tax filing
- Contacting my tax representative is easy
- Vendors and transactions are in a centralized repository

I'm prompted for input once a month or when deadlines arrive to sort and code a short list of new vendors or unusual transactions, but otherwise the Pilot portal (and service) allows me spend more time focused on taking care of my employees and running the business.

Desventajas

I hope to see Pilot build out features for greater account customization and security in the coming months:
- Two factor authentication (2FA) or multi-factor authentication (MFA) made available
- Dashboard for updating email, password, security features
- Dashboard for adding/removing users and setting a security policy (ex: 2FA)
- Contact information for my bookkeeping team embedded into my Pilot dashboard the same way that it is for my Pilot tax team

Camilla H. Camilla H.
Calificación general
  • Sector: Servicios para el consumidor
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Mensualmente durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

I tell all my founder friends to use Pilot!

Revisado el 1/4/2021

Puntos a favor

Pilot is brilliant at doing exactly what it promises: taking over the accounting and back office work of running a company so that you (the founding team) can focus on actually building your product. Pilot also does an exceptional job delivering great value for much less than any of their competitors — a testament to the strength of their technology. Lastly, the humans at Pilot are amazing. Every time I’ve had a question, from the most basic to truly arcane accounting and tax questions, all I have to do is email my account manager and he proactively pulls in the needed expertise from the larger Pilot team. I am simply so grateful this service exists; it has fundamentally changed the way I get to run my company.

Desventajas

I’m excited to see what new features Pilot rolls out in the future. A founder community where we could ask accounting and finance related questions would be amazing, for example.

Alternativas consideradas

Bench

Razones para cambiar a Pilot

Better value for the price, better product, and better service. I know that Pilot can scale with my startup.
Ivo P. Ivo P.
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Mensualmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

No-brainer for any early stage startup

Revisado el 1/4/2021

Early customer, very happy, not planning on changing anything

Early customer, very happy, not planning on changing anything

Puntos a favor

- Full stack of services needed by a startup - bookkeeping, CFO services, AR / AP, tax prep
- QBO integration
- Very knowledgable team
- Very responsive, straightforward communication
- Automation of bookkeeping all but eliminates manual errors, keeps costs down

Desventajas

Honestly not much I dislike. I used to have to work with multiple firms for tax prep and AR / AP services, but now I have everything under one roof and loving it.

Alternativas consideradas

Bench

Razones para elegir Pilot

Too many errors, cumbersome communication, too expensive

Razones para cambiar a Pilot

Used to be Bench did not work with QBO. Might be different now.
Mostrando 5 opiniones de 15 Todas las opiniones

Preguntas frecuentes sobre Pilot

He aquí algunas preguntas frecuentes sobre Pilot.

Pilot ofrece los siguientes planes de precios:

  • A partir de: 399,00 US$/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: No disponible

Pilot Bookkeeping Core: $599/mo billed annually Select: $849/mo billed annually Plus: Contact Pilot for pricing details. Pilot CFO Services Monthly Engagement: $900/mo billed annually Annual Budgeting & Forecasting: $1500+/yr billed annually Pilot Tax Essentials: Starts at $1950 /yr Standard: Starts at $4500/yr

Los clientes habituales de Pilot son:

Trabajador autónomo, 2-10, 11-50, 51-200

Pilot admite los siguientes idiomas:

inglés

Pilot admite los siguientes dispositivos:

Pilot se integra con las siguientes aplicaciones:

Bill.com, Brex, Expensify, Gusto, NetSuite, Shopify, Stripe

Pilot ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro

Categorías relacionadas

Ver todas las categorías de software encontradas para Pilot.