Pilot.com

Overview

Pilot is a financial services company based in San Francisco, founded in 2016 and publicly launched in 2019. It specializes in bookkeeping, tax preparation, CFO services, and back-office solutions for startups, small businesses, and sectors including e-commerce and retail. By integrating proprietary software with expert accountants, the company delivers modern accounting products that streamline traditional processes and elevate data accuracy.

Pilot offers services tailored for high-growth businesses, such as monthly bookkeeping, tax preparation integrated seamlessly with bookkeeping, and strategic CFO support. Its platform features a client portal for real-time access to financial information and communication tools, plus partnerships with various financial platforms. The company focuses on supporting firms at all stages, prioritizing client satisfaction and organic growth through referrals.

Basic Information

Contact Details

• Phone: +1 415-745-8101
• Website: pilot.com
• LinkedIn: linkedin.com/company/pilothq

Key Focus Areas & Initiatives

• Automation tools
• Financial analysis
• Tax filing
• Financial operations
• Financial insights
• Startup financial automation
• Tech startup finance
• Financial data security
• Business growth tools
• Consumer goods & retail
• Tax compliance
• Financial back-office
• Software integration
• Cloud-based software
• Real-time data
• Growth analytics
• CFO services
• Financial dashboards
• Startup financial reporting
• Early-stage financial planning
• Startup financial analytics
• Small business finance
• R&D tax credits
• Venture-backed company accounting
• Tax preparation
• Financial workflows
• Fundraising support
• Bookkeeping
• Professional services
• Financial modeling
• Accounting, tax preparation, bookkeeping, and payroll services
• Startup accounting
• Financial planning tools
• Growth analytics for startups
• Cloud accounting
• Startup cap table management
• E-commerce
• Financial advisory
• Financial planning
• Startup finance
• Bookkeeping services
• Accounting automation
• Integrated platform
• Venture-backed startups
• Small business
• Financial automation
• Seed to series c finance
• Capital raising
• Business intelligence
• Tax optimization
• High-growth company finance
• Financial reporting software
• Compliance automation
• Multi-channel integration
• Small business accounting
• Compliance management
• Financial forecasting
• Tech startup CFO support
• Early-stage funding support
• Industry-specific reports
• Small business tax credits
• Tax services
• Customer service
• Cloud software
• Startup financial dashboards
• Growth support
• Startup financial compliance
• Automated tax credits
• B2B
• Fundraising financial modeling
• Small business tax planning
• Financial management
• Cash flow management
• Tech-enabled bookkeeping
• Compliance
• R&D tax credit claims
• Integrated software
• Accounting software integrations
• Monthly financial statements
• KPI tracking
• Business financial insights
• Dedicated accountants
• Financial health assessment
• Cost management
• Investor reporting
• Back-office support
• Customized finance solutions
• Payroll tax credits
• Seamless bookkeeping
• Startup support
• Consultative services
• Industry-specific accounting
• Founder salary insights
• Annual planning
• Monthly bookkeeping
• Audit support
• Scalable accounting services
• Tailored accounting
• Real-time financial tracking
• Bookkeeping audits
• Financial decision support
• Fractional CFO
• Business growth strategy
• Financial education
• Startup finance solutions
• Remote bookkeeping
• Integrated accounting
• Dedicated tax preparer
• Online communication platform
• Healthcare
• Professional training & coaching
• Consumer internet
• Information technology & services
• Financial consulting
• Management consulting
• Analytics
• Health, wellness & fitness
• Hospital & health care

Technologies Used

• AI
• AWS CodeDeploy
• AWS Trusted Advisor
• AdPilot
• Amazon SES
• Atlassian Cloud
• BILL
• Bing Ads
• Bizible
• CSS
• Carta
• Cloudflare DNS
• Deel
• Dell EMC PowerStore
• Docker
• DoubleClick
• DoubleClick Conversion
• Drift
• Dropbox
• ECS
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Figma
• Gmail
• Google AlloyDB for PostgreSQL
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Gusto
• Honeycomb
• Hotjar
• Javascript
• Marketo
• Microsoft Excel
• Mobile Friendly
• Pantheon
• PostgreSQL
• Python
• React
• Remote
• Rippling
• Salesforce
• Segment.io
• Sendgrid
• Slack
• Storybook
• Terraform
• TypeScript
• Typekit
• VueJS
• Webflow
• Wistia
• YouTube
• Zendesk
• Zoomdata

Affiliated Organizations & Regional Branches