8.9
Spot Score
Pilot Review: Is It The Right Accounting Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
GDPR
SOC 2Pilot offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
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SpotSaaS Analysis for Pilot
Pilot is an accounting software solution frequently used by Sales Managers and Account Executives in medium-sized businesses, particularly within Martech and Fintech companies. A 4.4/5 rating from 66 reviews indicates broad validation, suggesting that most users find it effective and reliable.
Pilot's ability to efficiently manage bookkeeping and tax responsibilities is a significant time-saver for users. Its smooth integration with tools like QuickBooks and Zenefits enhances workflow efficiency. However, some users note that the pricing can be steep, particularly for startups or smaller businesses.
Quick facts about Pilot
What is Pilot?
Pilot Accounting software is an accounting software for small and medium businesses. Features include Customizable chart of accounts, Subledger accounting and reporting tools, Password protection, Audit log trail with automatic backups for security, E-mail import and export, Multi-currency support
Pricing
Pilot offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Pilot Software Demo
Pilot was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Pilot
- Use cases
- Martech companies, Fintech businesses, Consulting firms
- Team types
- Sales Managers, Account Executives
- Company size
- 50-500 employees, Medium Business
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Pilot
Efficient bookkeeping and tax handling that saves significant time
Seamless integration with tools like QuickBooks, Zenefits, and Veem
Responsive and professional customer support with quick turnaround
Is Pilot right for you?
Best for medium businesses needing tech-enabled bookkeeping with strong integrations.
Choose Pilot if
- You run a medium-sized Martech, Fintech, or consulting firm with 50-500 employees.
- You want a flexible, configurable accounting solution combining automation and human oversight.
- You require seamless integration with tools like QuickBooks, Zenefits, and Veem.
Consider alternatives if
- You are a startup or very small business with limited budget due to higher pricing.
- Your accounting processes are highly customized or nonstandard, needing simple onboarding.
What buyers should know before shortlisting Pilot
Pilot stands out as an excellent solution for businesses seeking reliable, tech-enabled bookkeeping and financial services. Users consistently praise its blend of seamless technology and human oversight, creating a service that is both user-friendly and highly professional.
The platform's intuitive interface, efficient communication, and excellent customer support make it particularly appealing to startups, growing businesses, and time-constrained founders. Its ability to integrate smoothly with tools like QuickBooks, Zenefits, and other financial software enhances operational ease.
Highlights include Pilot's dependable accuracy, timely delivery, and flexibility to scale as businesses grow, complemented by additional offerings like fractional CFO services that provide strategic financial support. While overwhelmingly positive, some minor drawbacks were noted, such as the occasional need for clarification on pricing or delays in month-end reporting.
Additionally, the service can be perceived as costly for smaller startups or those with complex, unique financial needs. However, most users feel the value surpasses the price, thanks to the time and stress saved.
For forward-thinking businesses aiming to streamline their financial operations, Pilot delivers trusted expertise with a long-term, partnership-driven approach.
Pilot pros and cons
- Pilot pros
Efficient bookkeeping and tax handling that saves significant time
Seamless integration with tools like QuickBooks, Zenefits, and Veem
Responsive and professional customer support with quick turnaround
- Pilot cons
Pricing perceived as expensive for startups and small businesses
Occasional delays in monthly bookkeeping report delivery
Ready to try it?
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What is the pricing of Pilot?
Pilot uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Pilot reviews and ratings
Buyer sentiment
Overall positive sentiment highlights Pilot's user-friendly interface, strong integrations, and excellent customer support, tempered by concerns over pricing and onboarding complexity.
What buyers like
- Ease of use
- Customer support responsiveness
- Integration with other financial tools
Common complaints
- Pricing cost
- Report delivery delays
What users are saying
KB
Karen Bonner
05/27/24
Simple and efficient bookkeeping
Our experience with Pilot has been efficient and seamless. I am happy with how responsive they are. Whenever I post questions in our Pilot portal, I ...
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AU
Anonymous User
12/05/23
"Outstanding Service and Team"
What do you like best about Pilot? - Great software solution to work through taxes and monthly bookkeeping - Clear onboarding structure and ...
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MM
Michael M
12/01/23
"Great Customer Experience for time and resource strapped startups"
What do you like best about Pilot? Pilot has helped us cut down on our close times and make it more efficient from start to finish. They make it easy ...
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AU
Anonymous User
08/29/23
"Pilot is a great partner for your accounting and finance needs"
What do you like best about Pilot? Knowledge, response time and ability to always help. What do you dislike about Pilot? I do not think there is ...
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AR
Alexander R
08/15/23
"Pilot is a must for resource/time-strapped startups"
What do you like best about Pilot? Their customer service has been fantastic! What do you dislike about Pilot? Nothing! It's been a seamless ...
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AU
Anonymous User
07/26/23
"Pilot's the best for non-US founders!"
What do you like best about Pilot? Platform makes it easy to classify information. Imagine a product created for non-finance people, but organizes ...
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What are the features of Pilot?
Pilot's Accounts Payable feature streamlines your organization's payment processes by automating invoice approvals and payments. This functi…
The Accounts Receivable feature in Pilot simplifies the management of incoming payments by automating invoicing and tracking customer paymen…
Pilot’s Bank Reconciliation feature automates the process of matching your bank statements with your internal records. This ensures that all…
With Pilot's Billing and Invoicing feature, businesses can create professional invoices tailored to their branding in just a few clicks. Thi…
Pilot offers a dedicated feature for CPA firms that facilitates collaboration between accountants and their clients. This includes streamlin…
Pilot's Cash Management feature provides real-time insights into cash flow by tracking income and expenses across all accounts. This allows…
The Collections feature within Pilot helps organizations manage overdue accounts effectively by automating follow-up communications with cus…
The Expense Tracking feature in Pilot enables organizations to capture, categorize, and manage expenses effortlessly. Employees can upload r…
Pilot's General Ledger feature provides a comprehensive view of all financial transactions within an organization. It serves as the backbone…
With the Multi-Currency feature, Pilot supports businesses operating internationally by allowing transactions in various currencies. It auto…
Pilot’s Payroll feature simplifies employee compensation management by automating calculations for wages, deductions, and taxes. It ensures…
The Project Accounting feature allows businesses to track costs and revenues associated with specific projects effectively. By assigning exp…
Purchasing is a method by which an individual or organization acquires goods or services to achieve its objectives. Despite the efforts of n…
Revenue recognition is a generally accepted accounting standard (GAAP) that identifies and accounts for the exact criteria under which reven…
Spend management is the tried-and-true method of monitoring all supplier connections and company purchasing to identify and maximize every d…
A tax is a governmental mandatory financial charge or levy imposed on a taxpayer to fund certain public expenses. The taxation system is cri…
Pilot security and data handling
Key compliance certifications and security features for IT and security teams evaluating Pilot.
Certifications
Security features
Developer & data
Alternatives to Pilot
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Why buyers keep looking beyond Pilot
Users may seek alternatives to Pilot due to budget constraints, as some businesses find the pricing structure of Pilot too high for their current financial situation or specific accounting needs.
Businesses experiencing rapid growth might require more scalable solutions that offer customizable features, which can sometimes be lacking in Pilot’s standard offerings.
Users may look for alternatives if they need specialized industry-specific accounting tools or integrations that Pilot does not provide, ensuring they have the right resources for their unique operations.
Some users might prefer alternatives that offer more hands-on support or personalized service, as they seek a deeper level of engagement with their accounting processes beyond automated solutions.
Pilot Support Options
Frequently Asked Questions About Pilot
Common questions buyers ask before choosing Pilot.
Pilot is a Accounting Software. Pilot offers Accounts Payable, Accounts Receivable, Bank Reconciliation, Billing and Invoicing, Cash Management and many more functionalities.
Pilot is a strong fit if: You run a medium-sized Martech, Fintech, or consulting firm with 50-500 employees.; You want a flexible, configurable accounting solution combining automation and human oversight.. Consider alternatives if: You are a startup or very small business with limited budget due to higher pricing.; Your accounting processes are highly customized or nonstandard, needing simple onboarding..
Buyers commonly note the following limitations of Pilot: Pricing perceived as expensive for startups and small businesses; Occasional delays in monthly bookkeeping report delivery; Onboarding can be complex for companies with customized processes.
Some top alternatives to Pilot includes Xero, Zoho Books, Quickbooks, Freshbooks and AccountsIQ.
Pilot offers Subscription, Quotation Based pricing models
The starting price is not disclosed by Pilot. You can visit Pilot pricing page to get the latest pricing.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
