Pilot
AI-powered bookkeeping & accounting services for startups and small businesses
Paid·All audiences
Key strengths
AI-assisted bookkeeping combined with human expert reviewCFO-level strategic advisory from former operators and investorsReal-time financial dashboards and KPI trackingEnd-to-end services: bookkeeping, tax, R&D credits, stock adminPurpose-built for startups and growth-stage SMBs
Paid only
San Francisco, USA
Founded 2017
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- Accrual-to-cash accounting migration: Switch accounting methodologies with expert support, including reconciling invoice backlogs and setting up proper revenue recognition workflows.
- Investor data room construction: Generate GAAP-compliant financial statements, forecasting models, and structured data packages ready for Series A or pre-seed due diligence.
- R&D tax credit identification: Automatically scan expense categories to flag qualifying R&D activities and prepare IRS-compliant documentation for credit claims.
- Multi-state payroll compliance: Manage compliance paperwork for businesses hiring across multiple states, reducing regulatory risk during rapid headcount growth.
- KPI dashboard configuration: Build custom dashboards tracking metrics like CAC, LTV, burn rate, runway, and supply chain performance, updated with real-time financial data.
- M&A financial preparation: Produce triple-checked, audit-ready financials suitable for third-party scrutiny during acquisition due diligence processes.