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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Technical Setup & Integration

Meridian AI Operating System

Pilot's proprietary AI layer, Meridian, automates book closing workflows — transaction ingestion, categorization, and reconciliation — and flags anomalies for human review. It is designed to close books faster and with higher accuracy than manual processes.

Connecting Data Sources

Pilot integrates with common financial stack tools (e.g., QuickBooks, Stripe, Gusto, Brex, Expensify) via OAuth-based connections. Once authorized, data flows automatically into the Pilot platform for categorization and reporting.

Accounting Methods Supported

Cash and Accrual accounting — Pilot can migrate companies from cash to accrual basis (critical for investor-ready financials and revenue recognition compliance).
Multi-entity and multi-state support — handles payroll tax filings and compliance paperwork across multiple states.

Reporting & Exports

Outputs standard GAAP-compliant financial statements: P&L, Balance Sheet, Cash Flow Statement.
KPI dashboards track custom metrics (marketing funnel, supply chain, burn rate) configurable per business.
Investor data room packages can be generated on demand for fundraising due diligence.