Pilot Review for November 2025 Best Bookkeeping Services

Find out where to cut expenses without killing growth momentum. Passage AI was able to track its growth without much effort and easily update investors. It saves a lot of time and there’s never any back-and-forth,” says Ravi Raj, CEO and Co-founder.

It’s 50/50 people and software—smart tools for instant insights, expert people for strategic guidance.

Let’s discuss your specific growth challenges and financial strategy. Get clarity on cash flow, hiring decisions, and scaling complexity. “Why are sales up but cash flow is down?” “What happens if we hire two more people?” “Which expenses are growing faster than revenue?”You shouldn’t need a finance degree to understand your own business. These aren’t just admin tasks; they help you spot problems early, avoid penalties, and stay cash flow-positive. Small businesses live and die by how well they manage money month-to-month. And if you’re a small business owner juggling dozens of priorities, the easiest way to stay on top of your finances is by breaking the work into time-based routines.

Core bookkeeping tasks and what to expect from a service

I needed it to be as simple as possible while displaying the level https://www.bookstime.com/ of detail required, a fine balance that allows me to communicate with various stakeholders in near-real time. Beyond this piece, staying apprised of opportunities in debt financing, financial control processes, and generating new reports that respond to business needs. As AR/AP processing go beyond the monthly bookkeeping close, they are not included unless you’re under the Plus plan.

Additional Services

We hire CFOs from top investment banks, PE & VC firms, and consulting firms to ensure that you are paired with someone that understands your business and is well-versed in the support you are looking for. Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all. For profitable startups and small businesses, with or without foreign subsidiaries. Get your income taxes done with Pilot on top of bookkeeping.

Reports related to Pilot

The Zeni Business Credit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa credit cards are accepted. Pilot’s features are sufficient for basic bookkeeping, but they lack the depth and flexibility a business owner with more complex financial needs may require. Pilot will work with you to upgrade your plan appropriately, adjusting pricing based on your new expense level. In addition to the yearly subscription cost ($349/mo x 12), a one-time onboarding fee equal to one month’s service is required.

Types of bookkeeping services offered

Get the peace of mind that comes with a team exclusively dedicated to Stock Administration. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions. With Pilot as your trusted partner, you can rest assured that Bookkeeping for Startups your financials are in capable hands, allowing you to focus on growing your business and achieving your entrepreneurial dreams. Automate bank statements, invoices, and receipts with BankGPT. AI-powered, secure, and free to use—ideal for finance teams, accountants, and businesses.

In this article, we dive into the features, pricing, and key differences between Bench and Pilot, then recommend who each service is best for. For a quick overview of how Pilot and Bench stack up based on the attributes above, we included a comparison chart. Read everything multi-time founders and business owners wish they’d known from the start—regarding finance, raising, hiring, and more.

• If your operations are expanding and your books can’t keep up, we’re ready to help.
• It’s important to note that every business’s experience may vary, and it’s always recommended to do your own research and evaluate your specific needs before making a decision.
• With its platform, users can access detailed financial reports, tax-ready statements, and actionable insights, all presented in a clear and user-friendly interface.
• If you send an invoice due in 30 days, that revenue is recorded when you send the invoice (instead of when it’s paid).
• Pilot offers a discount for pre-revenue companies — $200 off the Core or Select plans each month for the first subscription year — available for businesses with less than $15,000 in total revenue.
• Whenever I post questions in our Pilot portal, I hear back quickly, typically within one day.

Benefits of Pilot Bookkeeping Services

• We start with a 14-step checklist, which includes both manual tasks done by our team and automated tasks handled by our software.
• Plus, get industry-specific reports, with metrics that matter.
• The first difference between the two services is the software each uses to handle your bookkeeping.
• Although Pilot lists prices on a monthly basis, all plans are prepaid annually.
• Our tools connect with your stack (Stripe, Gusto, QuickBooks, and more) to keep books current and close cycles fast—so your time stays where it matters.
• If you’re scaling and need more than DIY spreadsheets, we’re here to help.

Starting at $349 per month ($299 per month, if paid annually), you’ll receive a P&L, balance sheet, and 1099 reporting along with your year-end tax-ready financial packages. The fact is that cash-basis bookkeeping works best for very small businesses, and is outgrown quickly as the business’s financial situation gets more complex. It makes sense to plan for that from the beginning with a service that keeps your books ready for the added complexity when it arrives. Another big difference between Pilot and Bench is the method they use for your bookkeeping.

• The Zeni Business Credit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa credit cards are accepted.
• To determine the best Pilot plan for your business’ needs, we also factor in the number of financial institutions, transactions, and hours of support.
• Pilot Tax includes federal, state, and city level income tax preparation, Form 1099-NEC e-filing services, and email support for included deliverables.
• Finally understand our financesAfter 1.5 years of being in business, we knew that we needed a different level of financial literacy.
• With accurate, reliable bookkeeping that scales as you grow, we’re the partner built for your next stage.
• Through their user-friendly portal, you’ll have clear, organized communication with your bookkeeper and quick access to timely responses.

That’s why having a reliable bookkeeping service is essential for small businesses. Enter Pilot, your trusted co-pilot in navigating the financial landscape. In this review, we’ll explore why Pilot is the ideal choice for small businesses and how their comprehensive range of services can help you soar to new heights. We deliver monthly pilot bookkeeping P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s financial health and enable you to make informed decisions. Plus stay up to date with real time account data directly in the portal.