Pilot

Pilot provides bookkeeping, tax and financial advisory services for startups and small businesses. Its delivery combines accounting software and AI with people responsible for the books, filings and management questions behind the numbers.

The bookkeeping service prepares financial reports and supports recurring close work. Tax, R&D credits, stock administration and outsourced operations address additional needs, while CFO services help with cash planning, scenarios, budgeting and strategic decisions.

Clients use dashboards, integrations and communication tools to inspect activity and work with the advisory team. Pilot also presents Meridian as an AI operating system for accounting firms. The company’s service offer remains oriented around completed accounting and finance work, rather than software access alone.

• Bookkeeping
• Tax services
• CFO services
• Month-end close
• Reconciliation
• Accounting platform

Pilot prices bookkeeping separately from annual tax services. Core and Custom bookkeeping depend on the business’s scope and expenses.

Essentials

$99 / month

AI bookkeeping for businesses with up to $100,000 in monthly expenses, cash-basis books and in-app support.

Single-member LLC tax

From $1,000 / year

Annual federal and state filing package, purchased with Pilot Bookkeeping.

Partnership & S-corp tax

From $2,000 / year

Annual tax filing with franchise tax and up to 25 1099-NEC filings; requires Pilot Bookkeeping.

C-corp tax

From $2,450 / year

Annual tax package with franchise tax and up to 10 1099-NEC filings; requires Pilot Bookkeeping.

Headquarters

San Francisco, California, and Nashville, Tennessee, United States

Stage

Series C

Funding

Over $150M total raised