Pilot
Series C
Pilot is a back-office finance provider offering bookkeeping, tax, and CFO services to startups and small businesses.
Founded
2017Pilot is a back-office finance provider offering bookkeeping, tax, and CFO services to startups and small businesses.
Pilot sells a bundled back-office finance service for startups and small businesses, combining dedicated finance teams with proprietary software to deliver monthly bookkeeping, tax preparation, R&D tax credit claims, and fractional CFO advisory.
In 2026 Pilot launched Meridian, a separate AI accounting product that completes the month-end close end-to-end for accounting firms, writing finished output directly into general ledgers such as QuickBooks Online, Xero, and NetSuite.
Pilot pairs dedicated US-based finance teams with proprietary automation built over nearly a decade of closing books, letting it deliver bookkeeping, tax, and CFO work from a single integrated stack rather than separate vendors.
Because advisory services run on top of its own closed books, Pilot's fractional CFOs can offer forecasting, fundraising, and board support that is grounded in current, accurate financials, and the same underlying system is now productized as Meridian for other accounting firms.
Pilot bundles bookkeeping, tax, and CFO work into one subscription stack, so founders who want to keep an existing accountant or tax preparer only partially engaged may find the bundled model a poor fit.
Its service pricing scales with company stage and CFO engagement depth, which can run higher than pure-software alternatives, and the offering has been oriented toward US startups and small businesses rather than international or enterprise finance teams.
Pilot prices its services on a recurring monthly subscription with tiered plans that scale with company size and service depth, starting at $99 per month for bookkeeping and rising through bundled tax and CFO engagements.
Its fractional CFO service is offered in three tiers, Foundation, Strategic Support, and Embedded Partner, starting at $1,750 per month, while the R&D tax credit service is priced as 20 percent of the total credit a client receives.