Pilot
AI-powered bookkeeping, accounting & CFO services for startups and small businesses
Paid·All audiences
Key strengths
50/50 blend of AI software and US-based human CFO expertsReal-time financial dashboards and KPI trackingInvestor-ready financials for fundraising and M&ACovers bookkeeping, tax, R&D credits, and CFO advisory in one platformPurpose-built for startups and growth-stage businesses
Paid only
San Francisco, United States
Founded 2017
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- Accrual conversion — migrate from cash to accrual accounting for accurate revenue recognition and investor-grade financials
- Multi-state payroll compliance — automate tax filings and compliance paperwork across multiple states as the team scales
- Investor data room preparation — generate triple-checked GAAP financials and financial projections for seed, Series A, or M&A due diligence
- Cash flow scenario modeling — build hiring and growth models (e.g., "can we afford 3 more engineers?") using CFO-led financial planning tools
- R&D tax credit identification — programmatically surface qualifying R&D expenses for federal and state credits
- KPI dashboard configuration — set up custom metric tracking across marketing funnels, supply chain, and unit economics