Pilot offers two plans depending on your needs. Both plans include the same accurate bookkeeping, dedicated account manager, and stellar support.
Ideal for small businesses.
Core provides accurate bookkeeping and dedicated support for common business setups. Pricing each month is based on your current expense rate and there are no hourly charges.
Ideal for larger businesses or those with complex needs.
For businesses dealing with multiple entities, multiple locations, AR/AP, or special revenue recognition, we will tailor a custom plan that meets every requirement.
Both plans include the essential pieces of our approach: A dedicated account manager, automatic transaction import, and accurate bookkeeping.Learn more about how it works →
|Dedicated account manager||yes||yes|
|Automatic transaction import||yes||yes|
|Accrual basis bookkeeping||yes||yes|
|Unlimited transactions and connections||yes||yes|
|P&L, balance sheet, cash flow statements||yes||yes|
|Payroll and balance sheet reconciliation||yes||yes|
|Burn rate calculations||yes||yes|
|Chart of accounts||Standard||Custom|
|Electronic transaction access||Required||Required|
|Expense reporting software ? Only required if processing reimbursements||Required||Required|
|No commingled personal expenses||Required||Required|
|Advanced revenue recognition bookkeeping||yes|
|Multiple entity support||yes|
|Multiple currency support||yes|
|Comprehensive AR/AP tracking and reporting||yes|
|Supporting schedules ? Pilot can provide supporting schedules for depreciation, amortization, prepaid expenses, and unearned revenue. If you have additional needs please contact us and we'd be happy to help.||yes|
|Support for classes, departments, or locations ? If you want to break out your books by departments, work locations, or any other cuts, please contact us and let us know.||yes|
We view ourselves as a partner in your business’s success. While our passion is bookkeeping, we understand that businesses need other financial services throughout the year. Your dedicated account manager is there for guidance on all the tasks related to bookkeeping – and this is all included as part of your plan.
We help set up software integrations related to bookkeeping (QuickBooks Online, Gusto, Expensify, bill.com, Stripe, and others).
We can help you select a vendor for payroll, reimbursement, or billing.
We will identify opportunities to streamline your company’s bookkeeping processes and tools.
We coordinate with your tax preparers or outside CFO services.
We strive to price our plans in a simple, clear way, but if you have any concerns or need a little extra help choosing a plan, feel free to reach out to us.
No, there are no extra fees for asking questions – in fact, we encourage it.
We understand the importance of predictability and transparency. Every month, we’ll average your prior 3 months of Pilot books to understand your current expense rate. That expense rate feeds into the pricing table above (or the table in your quote) and you’ll be charged the corresponding amount. No hidden fees or tricks.
For pricing purposes, we generally include in expenses all of the money your company spends each month, including payroll, cost of goods sold, and distributions. If a large percentage of your expenses are cost of goods sold (COGS), please reach out to us for a custom quote.
Our goal is simple and transparent pricing. In examining different models, we found that expenses closely reflected business complexity while also having the advantage of being simple to calculate.
We want you to use Pilot because you’re happy with the service, not because you signed a contract. You can cancel anytime. If you’re on the year prepay plan, we will provide a refund for the remaining unelapsed full months.
Prepaying significantly reduces your costs because it locks you into a cheaper pricing table than paying monthly. If your expense rate exceeds the amount you’ve prepaid for, you’ll simply get billed the difference that month (at the discounted yearly rate).
Yes, there's an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.
Signing up for Pilot is easy. We think once you experience truly stress-free bookkeeping, you won’t want to go back.