Pilot is business accounting and general ledger software designed to help start-ups and small businesses manage accounting, taxes, and other financial processes. Administrators can report various income taxes, including federal, state, and local taxes, and receive status updates regarding supplies in real-time.
The platform enables teams to manage annual budgeting, investor reporting, field assessments, fundraising strategies, forecasting, and other professional services. Pilot allows managers to analyze transactions and generate monthly financial reports, including profit and loss, cash flow, and balance sheet. Operators can also calculate consumption rates and share inventory updates with online retailers.
Pilot allows businesses to process invoices, create and share invoices with relevant staff, track expenses, create budgets, and analyze business financial health. Employees can also identify R&D expense reports and collect supporting documents to claim tax credits.
CFO services provided by Pilot include a review of your financial health & processes, financial forecast, conducting strategic analyses, maintenance & enhancement of operating budget, supporting vendor contract review, and recommendations for sales efficiency & retention.
Moreover, Pilot provides annual budgeting & forecasting services and will prepare forecasts for revenue, employee expenses, COGS, operating expenses, and more.
Pilot offers additional tax services such as additional city & state income tax filing, 1099-NEC filing preparation, Foreign subsidies 5471, foreign shareholder return 5472, low-activity years tax filing, and foreign financial accounts.
Dedicated finance expert Accrual basis bookkeeping P&L, balance sheet, and cash flow statements World class support and advice
Dedicated finance expert Accrual basis bookkeeping P&L, balance sheet, and cash flow statements World class support and advice Industry standard financial ratios Expedited books delivery Monthly phone reviews Priority support
Support for unprofitable C corps Federal corporate income tax filing State corporate income tax filing Delaware Franchise tax filing 1099-NEC filing Email support Free tax extension
A fundraising strategy from experts who’ve done it before. Our CFOs can help you with: Check mark icon Overall fundraising strategy and approach Check mark icon Comprehensive pitch narrative, deck design, and mock pitch sessions Check mark icon Financial and market analyses
Monthly updates of your financials and business metrics Monthly rolling forecasts of financials
Personal CFO Consultations Revenue projections COGS budget Headcount budget Payroll budget Non-payroll budget Forecast drivers based on historical trends, financial ratios, or custom inputs Sensitivity analysis Scenario planning Robust three statement models