Pilot is a back-office software and service platform designed for startups and small businesses. It offers a hybrid solution combining intelligent software tools with strategic financial guidance from experienced CFOs and operators. Pilot handles bookkeeping, tax compliance, financial modeling, and advisory services, helping businesses make confident decisions and scale effectively.

Features

• Bookkeeping & Accounting:
  • Real-time expense tracking
  • IRS-ready books maintained year-round
  • Accrual and cash accounting support
  • Automated workflows and reconciliations
• Tax Services:
  • Tax preparation and filing
  • R&D credit optimization
  • Multi-state compliance support
• CFO & Advisory Services:
  • Strategic financial modeling
  • Cash flow scenario planning
  • KPI dashboard creation
  • Fundraising and M&A support
• Smart Financial Tools:
  • Intelligent dashboards
  • Burn rate calculator
  • Founder salary benchmarking
  • Vendor database and back-office guides
• Growth Support Scenarios:
  • Expanding teams: hiring affordability analysis
  • Securing capital: investor-ready financials
  • Profitability optimization: cost analysis
  • Exit planning: financial foundation for M&A

Benefits

• Strategic Guidance: Access to seasoned CFOs and finance experts who understand startup growth challenges.
• Time Savings: Automates bookkeeping and reporting, freeing founders to focus on scaling.
• Financial Clarity: Real-time insights into cash flow, expenses, and profitability.
• Investor Confidence: Clean, accurate books and financial models for fundraising and due diligence.
• Scalable Support: Tailored for businesses at every stage—from incorporation to exit.
• Compliance Assurance: Ensures tax and financial compliance across jurisdictions.