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Pilot

Bookkeeping, tax and CFO services for startups and small businesses

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Pilot is a financial back-office service for startups and small businesses that combines an AI Accountant with a US-based team of bookkeepers and finance advisors. It addresses the work of maintaining accurate books, preparing tax filings, and obtaining financial guidance, allowing business owners to focus on operating their companies. The service covers bookkeeping, tax preparation, CFO advisory, and outsourced operations, with the AI handling routine transaction work and the human team providing strategic support.

The AI Accountant connects to bank and financial accounts, syncs with tools such as Stripe and Gusto, and manages categorization, reconciliation, vendor identification, and monthly close within a QuickBooks Online file. It flags unusual items for review and supports plain-English questions through the Pilot Portal. The platform also provides dashboards for cash, burn rate, and runway, along with P&L, balance sheet, and cash flow statements. Additional services include R&D credit, stock administration, and CFO advisory. Pilot is intended for growth-stage startups and small businesses, and the site indicates a free trial is available.

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