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Bookkeeping, tax, and CFO services for startups
Pilot provides outsourced bookkeeping, tax preparation, and CFO services for startups and growing companies, combining dedicated accounting experts with software that integrates directly with a business's bank accounts and financial tools. It delivers accrual-basis books, monthly financial statements, and support for investor reporting, so founders can hand off the finance function and focus on building.
Pilot is popular with venture-backed startups that need clean, investor-ready financials and help navigating R&D tax credits, corporate taxes, and burn analysis. Beyond core bookkeeping, its CFO services offer budgeting, forecasting, and fundraising support. For teams that want accounting done for them rather than a tool to do it themselves, Pilot fills that gap with a service-plus-software model.
Pricing Model
PAID
Starting Price
Contact vendor
Free Options
None
| Feature | Core Popular | Plus |
|---|---|---|
| Dedicated bookkeeper | — | |
| Accrual-basis books | — | |
| Monthly financial statements | — | |
| Bank and tool integrations | — | |
| Expense categorization | — | |
| Everything in Core | — | |
| CFO services | — | |
| Budgeting and forecasting | — | |
| Tax preparation add-on | — | |
| Investor reporting support | — |
Other
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Accounting and financial management software for small businesses
