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Pilot

AI-powered bookkeeping & accounting services for startups and small businesses

Paid·All audiences
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Key strengths

AI-assisted bookkeeping combined with human expert reviewCFO-level strategic advisory from former operators and investorsReal-time financial dashboards and KPI trackingEnd-to-end services: bookkeeping, tax, R&D credits, stock adminPurpose-built for startups and growth-stage SMBs
Paid only
San Francisco, USA
Founded 2017
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Technical Setup & Platform Details

AI Operating System – Meridian Pilot's Meridian AI layer automates the closing of books — handling transaction ingestion, categorization, anomaly detection, and report generation. Human expert accountants review and validate AI outputs before delivery, ensuring accuracy at scale.

Accounting Methods Supported

  • Cash accounting: Standard for early-stage businesses tracking actual inflows/outflows
  • Accrual accounting: Available for companies needing GAAP-compliant financials for investors or acquirers

Integrations Pilot connects with financial data sources including bank feeds, payroll platforms, payment processors, and e-commerce systems. The platform normalizes and categorizes data automatically.

Financial Report Outputs

  • Profit & Loss (P&L) statements
  • Balance sheets
  • Cash flow statements
  • Custom KPI dashboards (marketing funnels, supply chain metrics, burn rate)
  • Investor-ready data rooms and financial models

Specialized Modules

  • R&D Tax Credit: Automated identification and documentation of qualifying R&D expenses
  • Stock Admin: Cap table and equity management support
  • CFO Services: Scenario modeling, fundraising projections, M&A preparation

Compliance Supports multi-state hiring compliance paperwork, IRS-ready book maintenance, and audit-trail documentation suitable for due diligence.