8.9
SpotScore
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
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Spotsaas Analysis for Pilot
Pilot at 4.4/5 from 66 reviews and SpotScore 8.9 serves Sales Managers and Account Executives at medium-sized Martech and Fintech companies that need integrated bookkeeping and tax filing. The platform connects directly to QuickBooks and Zenefits, reducing manual data entry between accounting and HR systems. Pricing runs higher than competitors, which affects adoption at smaller firms.
Accounting software automates bookkeeping, tax preparation, and financial reporting for growing businesses. The primary workflow shift moves tax filing from external accountants or manual spreadsheets into the platform itself.
Quick picks:
What is Pilot?
Pilot is a managed bookkeeping and accounting service for startups and growing businesses that want accurate monthly books without hiring an in-house accountant. It combines software automation with dedicated human bookkeepers, covering monthly close, expense tracking, and financial reporting, with integrations to QuickBooks and tools like Zenefits. Fractional CFO services are available for teams that need strategic financial guidance beyond standard monthly bookkeeping.
Pricing
Pilot offers custom pricing plan
Best For
Suited for 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?
Get started with Pilot
Connect with the team for a personalised demo.
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See how it stacks up
Compare Pilot side-by-side with top Accounting Software alternatives.
What is the pricing of Pilot?
Pilot uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Weighing your options?
Not sure if Pilot fits your budget?
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
Are you using Pilot?
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 ...
Read more
- See if Pilot fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
What are the features of Pilot?
Pilot's Accounts Payable feature simplifies your organization's payment processes by automating invoice approvals and payments. This functio…
The Accounts Receivable feature in Pilot automates invoicing and tracks customer payments to manage incoming revenue more efficiently. Busin…
Pilot's Bank Reconciliation feature automates the process of matching your bank statements with your internal records. This keeps all transa…
Pilot's Billing and Invoicing feature lets businesses create professional invoices customized to their branding in just a few clicks. This f…
Pilot offers a dedicated feature for CPA firms that improves collaboration between accountants and their clients. This includes simplified a…
Pilot's Cash Management feature tracks income and expenses across all accounts to give you real-time visibility into cash flow. This lets yo…
The Collections feature in Pilot helps organizations manage overdue accounts by automating follow-up communications with customers who have…
The Expense Tracking feature in Pilot lets organizations capture, categorize, and manage expenses easily. Employees can upload receipts and…
Pilot's General Ledger feature provides a complete view of all financial transactions within an organization. It is the backbone for financi…
The Multi-Currency feature lets Pilot support businesses operating internationally by allowing transactions in various currencies. It automa…
Pilot's Payroll feature simplifies employee compensation management by automating calculations for wages, deductions, and taxes. It maintain…
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
Pricing starts at $2,000/month — businesses under $1M revenue often choose Bench or Bookkeeper.com instead
Lacks customizable workflows — companies with non-standard GL structures or multi-entity accounting need Xero or NetSuite
No industry-specific modules — construction firms, nonprofits, and e-commerce sellers add vertical tools like Procore, Aplos, or Shopify accounting apps
Minimal hands-on support — teams wanting dedicated accountant access choose Bench or hire fractional CFOs instead of fully automated platforms
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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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
