Pilot

About Pilot

Pilot is a bookkeeping and tax management software that can be used to streamline the professional needs of startups and small businesses. The software is specially designed for bookkeeping, tax preparation and CFO services. Pilot offers a team of finance experts that manages businesses efficiently, reduces the extra burden, saves time and enhances productivity. Pilot delivers accurate records every month. It generates industry-specific reports with monthly statements that feature custom statements on inventory management for eCommerce and burn reports for startups. Companies get their own personal support executives to help them with their day to day accounts operations. The software also manages records of tax payments for businesses, prepares and files federal, state and local income taxes on their behalf. Pilot also help companies to get R&D credit that could save them thousands of dollars in a year. Lastly, the software assesses the expenses to maximise credit besides preparing documentation to back up the claim with the IRS.

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Pricing

Free Trial Not Available
Starts at $350.00. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

76%
Momentum

69%
Popularity

84%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Business Hours, Online

Pilot Awards

# 5 Fastest Growing Software Accounting Software
Q2 2021

# 17 Most Popular Software Accounting Software
Q2 2021

# 10 Most Popular Accounting Software
Q4 2019

# 10 Most Searched Accounting Software
Q4 2019

Pilot Features

Show Feature Explanation

Show Missing Features

Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Payroll

Handling the salary payable to the employees

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

Pilot Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

Starter (Bookkeeping) $499.00 $499.00 per month

Billed Annually

For Pre-Revenue Companies that are Just Getting Started.

Pricing Varies Based on Monthly Expenses.

Features

Scale Confidently with Flexible Services
Stress-Free Future
Save Time with Efficient Communication
Expert Support
Streamlined Communication
Personalized Onboarding
Accurate Books

User can Choose Additional Services:

Stock Administration - $ 399 Per Hour
R&D Tax Credit - We Charge 20% of Your Total Credit Received

Core (Bookkeping) $699.00 $699.00 per month

Billed Annually

For Companies with Streamlined Needs

Pricing Varies Based on Monthly Expenses.

Features

Includes All Features of the Starter Plan.

User can Choose Additional Services:

Stock Administration - $ 399 Per Hour
R&D Tax Credit - We Charge 20% of your Total Credit Received

Plus (Bookkeeping) Custom

Let us Tailor a Plan to Meet the Unique Needs of Your Business.

Features

Includes All Features of Core Plan, Plus

User can Choose Additional Services:

Stock Administration - $ 399 Per Hour
R&D Tax Credit - We Charge 20% of your Total Credit Received

Pro (Bookkeeping) $350.00 $350.00 per month

Billed Annually

This Plan is Built for Agencies, Consultancies, and Law Firms.

Pricing Varies Based on Monthly Expenses.

Features

Includes All Features of Starter Plan, Plus

User can Choose Additional Services:

Stock Administration - $ 399 Per Hour
R&D Tax Credit - We Charge 20% of your Total Credit Received

Essentials (Tax) $2,450.00 $2,450.00 per year

For US Businesses Getting Started

Features

Support for Unprofitable C Corps
Federal Corporate Income Tax Filing
State Corporate Income Tax Filing
Delaware Franchise Tax Filing
Free Tax Extension
Email Support
1099–NEC filing - 10 Included

User Can Choose Additional Services:

Additional City Income Tax Filing - $500 Per City
Additional State Income Tax Filings - $500 Per State
1099-NEC On-Time Filing Preparation - $125 Per Hour
Foreign Shareholder Return 5472 - $500 Per Shareholder
Foreign Financial Accounts - $500 Per FBAR
Tax Consulting Services - Starts at $400 Per Hour

Standard (Tax) $5,400.00 $5,400.00 per year

For US Businesses Getting Started

Features

Support for Unprofitable C Corps
Support for Profitable C Corps
Support for Entities with Foreign Subsidiaries
Support for LLCs and S Corps
Federal Corporate Income Tax Filing
State Corporate Income Tax Filing
Delaware Franchise Tax Filing
Free Tax Extension
Email Support
1099–NEC filing - 25 Included

User Can Choose Additional Services:

Additional City Income Tax Filing - $700 Per City
Additional State Income Tax Filings - $900 Per State
1099-NEC On-Time Filing Preparation - $125 Per Hour
Foreign Subsidiaries 5471 - $2,500 Per Subsidiary
Foreign Shareholder Return 5472 - $500 Per Shareholder
Foreign Financial Accounts - $500 Per FBAR
Tax Consulting Services - Starts at $400 Per Hour

Basic (CFO Services) $1,875.00 $1,875.00 per month

Billed Annually

Your CFO Analyzes Business Performance and Extracts Key Insights

Features

Fully Customized Financial Model, Including - Profit & Loss, Balance Sheet, and Cash Flow
Budget vs Actuals
Headcount & Compensation Plan
Scenario Planning (Base Case, Bear Case, Bull Case)
Industry-specific KPI Dashboard
Ad-hoc Scenario Planning to Understand the Impact of Business Decisions
Monthly Update of the Financial Model with Actuals
Financial Health & Strategic Insights

User can Choose Additional Services:

Stock Administration - $ 399 Per Hour
R&D Tax Credit - We Charge 20% of Your Total Credit Received

Essential (CFO Services) $3,375.00 $3,375.00 per month

Billed Annually

Your CFO Initiates Strategic Projects and becomes a Catalyst for Growth

Features

Includes All Features of Basic Plan, Plus.
Bi-Weekly Meeting to Review the Company’s Financial Health & Strategic Insights
Customized Strategy & Operations Projects Specific to your Company’s Needs

User can Choose Additional Services:

Stock Administration - $ 399 Per Hour
R&D Tax Credit - We Charge 20% of Your Total Credit Received

Custom (CFO Services) $5,625.00 $5,625.00 per month

Billed Annually

Your CFO Becomes Deeply Integrated with Your Team to Lead Data-Driven Strategies

Features

Includes All Features of Essential Plan, Plus
Weekly Meeting to Review the Company’s Financial Health & Strategic Insights
In-depth Strategy & Operations Projects
In-depth Investor & Board Reporting Support
In-depth Fundraising & M&A Support

User can Choose Additional Services:

Stock Administration - $ 399 Per Hour
R&D Tax Credit - We Charge 20% of Your Total Credit Received

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 17/07/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Pilot Pricing

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Pilot Reviews

User Rating

4.8/5 (Based on 90 Ratings)

Rating Distribution

Excellent
91.1%
Very Good
4.4%
Average
0%
Poor
0%
Terrible
4.4%

User Sentiments

Excellent Customer Support, Seamless Software Integrations, Time-Saving Automation, Personalized Bookkeeping Services

Lack of Proactive Communication, Limited Functionality for Specific Industries, Delayed Bookkeeping Completion, Potentially Confusing Pricing Structure

Do You Use Pilot?

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Review Summary

Reviewers generally agree Pilot is a user-friendly and efficient tool for managing marketing campaigns. Its intuitive interface and comprehensive feature set, including campaign planning, execution, and analytics, are highly praised. Users appreciate the ability to create personalized and targeted campaigns, track performance, and make data-driven decisions. However, some reviewers mention that the platform can be overwhelming for beginners and that customer support could be improved. Overall, Pilot receives positive feedback for its ease of use, robust capabilities, and effectiveness in streamlining marketing efforts.