What pilot has

Support

A designated team of support specialists helps a customer's organization with its support needs.
Get help from the support team by writing to them via email. One of 16 Business Finance tools with email support.
Real people you can contact when you need help with the tool.
Get help from the support team by calling them directly on the phone. One of 13 Business Finance tools with phone support.

Extras

Digital books provide information and guidance that readers can use to learn about a topic.
An educational resource that explains a topic and helps readers build their knowledge. One of 6 Business Finance tools with guide.

Integrations

Shopify
Stripe
Deel
Gusto
Remote
Rippling
Amazon
Chase
Mercury
QuickBooks
Wise

Key Features

Bookkeeping and tax

We handle bookkeeping, tax, and advisory work for startups and small businesses.

IRS-ready books

Get IRS-ready books year-round that stay compliant and maximize what you keep.

CFO guidance

Get guidance from CFOs and COOs who've been there.

Pros

Combines AI software with expert human financial advisors for comprehensive service.
Specialized support for startups and AI companies with scalable plans.
Transparent pricing based on business expenses and complexity.
Integration with QuickBooks Online ensures data portability and industry standard compliance.
Offers fractional CFO services providing strategic financial insights beyond bookkeeping.

Cons

Pricing can be high for very early-stage or pre-revenue startups without discounts.
Accounts payable and receivable services are not included by default and require additional fees.
Currently supports only US entities; foreign entities are not supported.
Personal income tax filing is not offered, only business tax services.
Onboarding includes a one-time fee equal to one month of bookkeeping, which may be a barrier for some.

What pilot has

Support

A designated team of support specialists helps a customer's organization with its support needs.
Get help from the support team by writing to them via email. One of 16 Business Finance tools with email support.
Real people you can contact when you need help with the tool.
Get help from the support team by calling them directly on the phone. One of 13 Business Finance tools with phone support.

Extras

Digital books provide information and guidance that readers can use to learn about a topic.
An educational resource that explains a topic and helps readers build their knowledge. One of 6 Business Finance tools with guide.

Integrations

Shopify
Stripe
Deel
Gusto
Remote
Rippling
Amazon
Chase
Mercury
QuickBooks
Wise

Key Features

Bookkeeping and tax

We handle bookkeeping, tax, and advisory work for startups and small businesses.

IRS-ready books

Get IRS-ready books year-round that stay compliant and maximize what you keep.

CFO guidance

Get guidance from CFOs and COOs who've been there.

Pros

Combines AI software with expert human financial advisors for comprehensive service.
Specialized support for startups and AI companies with scalable plans.
Transparent pricing based on business expenses and complexity.
Integration with QuickBooks Online ensures data portability and industry standard compliance.
Offers fractional CFO services providing strategic financial insights beyond bookkeeping.

Cons

Pricing can be high for very early-stage or pre-revenue startups without discounts.
Accounts payable and receivable services are not included by default and require additional fees.
Currently supports only US entities; foreign entities are not supported.
Personal income tax filing is not offered, only business tax services.
Onboarding includes a one-time fee equal to one month of bookkeeping, which may be a barrier for some.

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pilot

Overview

What pilot has

Support

Extras

Integrations

Key Features

Bookkeeping and tax

IRS-ready books

CFO guidance

Pros

Cons

Pricing

pilot pricing plans

Essentials

Frequently Asked Questions

What pilot has

Support

Extras

Integrations

Key Features

Bookkeeping and tax

IRS-ready books

CFO guidance

Pros

Cons

Pricing

pilot pricing plans

Essentials

Frequently Asked Questions

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