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Pilot

by Pilot

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Pilot's own site

Plans

PlanBilled and limitsPrice
Essentialsbilled monthly · Up to $100,000 in monthly expenses$99 a month
Corebilled annually · $0 in monthly expenses · Up to 10 vendor bills per monthFree
CustomComplex business structures · Custom workflows and reporting · Full accounts receivable · Full accounts payable · Payroll administration · CFO advisoryOn request
Basic (CFO)billed annually · Custom financial model · Budget-versus-actual analysis · Scenario planning · KPI dashboard · Monthly CFO call$1,750 a month
Essentials (tax)billed annually · Federal, state, and city income tax filing · Delaware franchise tax filing · Up to 10 1099-NEC filings · Must be purchased with Pilot Bookkeeping$2,450 a year
Essentials (CFO)billed annually · Everything in Basic · Cash and runway optimization · Investor and board reporting · Fundraising and M&A support · Biweekly CFO call$3,150 a month
Standard (tax)billed annually · Federal and state corporate income tax filing · Delaware franchise tax filing · Up to 25 1099-NEC filings · Must be purchased with Pilot Bookkeeping$5,400 a year
Starter (tax)billed annually · Federal and state corporate income tax filing · Delaware franchise tax filing · Must be purchased with Pilot Bookkeeping$750 a year

The first 8 of 11 plans, as pilot.com lists them, read 20 Sept 2026. The maker's own page has the final word. Every plan

Facts from Pilot's own pages

Accountant access
Yes · pilot.com, 20 Sept 2026
Accounting-service limitation
Pilot says it does not provide audits, assurance, public-accounting services, or certifications of GAAP compliance. · pilot.com, 21 Oct 2026
AI transaction categorization
Pilot’s AI Accountant categorizes transactions and reconciles accounts as activity comes in. · pilot.com, 21 Oct 2026
Anomaly flags
Pilot says its AI Accountant flags unusual items such as duplicate charges, unexpected amounts, and new vendors. · pilot.com, 21 Oct 2026
API connections
Pilot says it uses secure API connections and bank-level authentication to connect financial and business tools. · pilot.com, 21 Oct 2026
Ask questions about finances
Pilot AI in the customer portal accepts plain-English questions about company financials and returns answers. · pilot.com, 21 Oct 2026
Automated reconciliation
Yes · pilot.com, 20 Sept 2026
Bank feeds
Yes · pilot.com, 20 Sept 2026
Bookkeeping requirements
Pilot says it requires electronic transaction access, expense-reporting software, and separation of business and personal expenses. · pilot.com, 21 Oct 2026
Cash-flow scenarios
Pilot says its tools let customers model cash-flow scenarios, including whether they can afford new hires. · pilot.com, 21 Oct 2026
CFO advisory
Pilot CFO services cover runway, margins, financial planning, fundraising, and strategic decisions. · pilot.com, 21 Oct 2026
Company size and status
LinkedIn lists Pilot as privately held with 201–500 employees. · linkedin.com, 21 Oct 2026
Documentation depth
Pilot’s FAQ covers pricing, support, bookkeeping, tax, and R&D credits; the opened pages did not identify developer documentation or system requirements. · pilot.com, 21 Oct 2026
Expense tracking
The homepage says customers can track company expenses in real time. · pilot.com, 21 Oct 2026
Founded
LinkedIn lists Pilot’s founding year as 2016. · linkedin.com, 21 Oct 2026
Free plan
Yes · pilot.com, 20 Sept 2026
Funding
Pilot’s About page says it has raised more than $150 million from investors including Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. · pilot.com, 21 Oct 2026
Headquarters
San Francisco, California, and Nashville, Tennessee, United States · pilot.com, 28 Sept 2026
Integration constraints
Pilot says it primarily supports US-based banks and payment platforms, while naming Wise, Deel, and Remote.com as international examples. · pilot.com, 21 Oct 2026
Integrations
Pilot says it connects with more than 10,000 banks, payment processors, payroll systems, and business tools. · pilot.com, 21 Oct 2026
Inventory tracking
No · pilot.com, 20 Sept 2026
License and hosting
Pilot’s privacy policy describes SaaS tools; the opened pages do not name an open-source license or describe self-hosting. · pilot.com, 21 Oct 2026
Limit: bank connectivity
A Trustpilot reviewer reported repeated connection failures, sync errors, missing transactions, and manual cleanup. · trustpilot.com, 21 Oct 2026
Limit: perceived product value
A Trustpilot reviewer said the platform provided little financial insight and characterized it as a thin layer over QuickBooks and Plaid. · trustpilot.com, 21 Oct 2026

Where Pilot stands on Freedom251

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