# Pilot Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Pilot the right Bookkeeper solution for you? Explore 29 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186313/Pilot/reviews --- Pilot 4.9 (29) [View alternatives](https://www.capterra.com/p/186313/Pilot/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Pilot Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews AG Alyson G Head of FinanceDefense & Space, 11 - 50 employeesUsed the software for: Less than 6 months. “Pilot.com is somewhat pricey but it seems like there are pretty good CPAs that help close the books each month.“ March 3, 2025 VS Vikram S CEOInformation Technology and Services, 2 - 10 employeesUsed the software for: 6-12 months. “The only thing that I'd complain about is that the categories are sometimes difficult to navigate, and especially as a startup, we have some random expenses so adding a catch-all could be useful.“ December 22, 2021 SB Sarah B COOHuman Resources, 2 - 10 employeesUsed the software for: 1-2 years. “The portal is so useful and easy to navigate, and I always appreciate when they reach out with questions or clarifications.“ October 31, 2024 TN Thomson N CEOFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “Integration setup can be a hassle if you have a lot of vendors“ April 1, 2021 Hugh G CEOTelecommunications, 11 - 50 employeesUsed the software for: More than 2 years. “The interface is email + relatively simple webUI that makes managing exceptions pretty easy, books are generally delivered on time.“ April 26, 2022 SR Sam R Chief Business OfficerMedical Devices, 11 - 50 employeesUsed the software for: 1-2 years. “Also the pricing is very transparent and predictable and we don't get slapped with large accounting bills out of the blue.“ April 1, 2021 ## Showing most helpful reviews Showing 1-25 of 29 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ben D. Owner Marketing and Advertising Used the software for: Less than 6 months ### "The switch to Pilot has been a game changer" March 13, 2025 5.0 Pilot is handling our monthly books and preparing our payroll every other week. Their system is amazing and the best I've experienced. They are incredibly organized and it's been a very smooth transition. Their rates are also fair! Pros Their team is amazing. Every human we've interacted with has been professional, knowledgable, and gone above and beyond to ensure a smooth onboarding. Cons None so far! Initially their process felt more geared to SaaS businesses, but they are able to support professional services just as well. Switched from [Bookkeeper360](https://www.capterra.com/p/215737/Bookkeeper360/) They raised our rates and could not support the level of detail we needed Review Source WB Will B. COO Real Estate Used the software for: Less than 6 months ### "Great platform for early stage companies - highly recommend" August 20, 2024 5.0 Pilot has been a terrific partner from start to finish. The onboarding and bookkeeping experience have so far delivered above expectations, I'm loving their online portal, which is easy to navigate and presents our financials in a useful way - far better than pulling reports directly within QuickBooks. Pros The consultative sales process made me confident in choosing Pilot for our accounting & tax needs, the onboarding process was smooth, and their online portal is eye pleasing, easy to use, and makes collaborating with our dedicated bookkeeper seamless. Cons So far, I don't see any negatives in the platform. Pricing is transparent but scales with company size and transaction volume, so I'm interested to see where we land as we grow, but for now it's a great value for the services we receive. Alternatives considered [Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Reason for choosing Pilot Consultative sales experience, pricing, attractiveness of online platform. Review Source VR Verified Reviewer CEO Telecommunications Used the software for: 2+ years ### "Nearly great" April 26, 2022 3.0 Pros The book keepers are Pilot are quite good (even though it's "AI" much of the real work still needs people). They are generally fast to respond and correct errors. The interface is email + relatively simple webUI that makes managing exceptions pretty easy, books are generally delivered on time. Cons Customer support outside of book keeping is terrible. I tried to get pilot to also handle the company tax return, after 6 weeks of unresponsive email and repeatedly being sent questionnaires asking the same information, I gave up and used a regular accountant that was cheaper, faster, and more responsive. Pilot charges a premium, but offers far below average customer support for tax filing. Review Source Eldrick M. CEO Medical Devices Used the software for: Less than 6 months ### "Accounting for a SBIR / Med Device Company " May 6, 2024 5.0 Pilot is very professional and responsive. Pros Pilot had a very knowledgable sales team, \[sensitive content hidden\] is responsive, and their system is well built around Quickbooks, making your reports and books standard and portable. Question portal is great and captures what small startups need. Cons Want more insight into what expenses are flowing into what categories from the portal itself, rather than having to rummage around Quickbooks. Switched from [Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Had to make switch due to need for accrual based accounting. Review Source VC Victor C. Front office Manager Hospitality Used the software for: 1-2 years ### "Life made easy with pilot " June 22, 2022 5.0 We mainly work with the system in food and beverage department to track income versus expense. Stock is accurately tallied, expenses, sales all are deducted in one go giving us a solid plan on what to do next in terms of the company Goals. Pros The income and expenses comparison is the most impactful as it determines the benchmark for the next marketing target. We have as well managed to integrate it with semper reservations for easy flow of revenue. Cons Everything seems to be working well with pilot. Switched from [Semper](https://www.capterra.com/p/164816/Hospitality-Software/) Semper is slow and outdated. Revenue generation takes surmountable time to generate. Review Source Max F. CEO Fund-Raising Used the software for: 1-2 years ### "Happy Customer: Bookkeeping, Tax, CFO, R&D" April 5, 2021 5.0 We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach. Pros As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R&D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service. As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine. Cons My only regret is not working with them sooner! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do. Alternatives considered [Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Reason for choosing Pilot I especially loved that Pilot builds on top of existing accounting software like Quickbooks, rather than reinventing the wheel with some proprietary software, and was able to build models in Google Sheets vs. Excel, enabling much better collaboration. Review Source VR Verified Reviewer COO Computer Software Used the software for: 6-12 months ### "Great Onboarding Experience and Ancillary Services" April 1, 2021 5.0 Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding to BAU support, the Pilot team has been incredibly responsive and patient with us as we uncovered mistakes that needed to be addressed asap. Additionally, we realized that we needed some additional reporting for our board and discussed options with the \[SENSITIVE CONTENT HIDDEN\] services team. It was expensive (for us) but soooo worth it. The added insight that the team provides in addition to the reporting has been invaluable. We've had many conversations about our growth plans etc and I feel like they are an extension of our team. We had recent conversations about leveraging PIlot for R&D Tax Credits. Although, we ultimately determined that we aren't ready to proceed at this point, I now know what we would need to have in place & the benefit should we decide to proceed in the future. Pros I'm someone that appreciates human interaction and Pilot makes it easy to engage with the team when I wanted to. I also love, love the dashboard it's easy to use and interactive. Cons I wouldn't say anything is missing - I would love to be able to generate reports directly out of Pilot instead of going to QBO - purely for aesthetic reasons because the format doesn't look the same as the monthly reports the team provides. Reason for choosing Pilot Professionalism of the sales team, your investors and leadership team made me feel like you were in a stable place and wouldn't be closing up shop anytime soon, and the team agreed they could assist with some of the issues left unaddressed by our prior accountants. Review Source MA Max A. Business Operations Information Technology and Services Used the software for: 1-2 years ### "I would recommend giving Pilot a try! " February 5, 2025 5.0 Wonderful experience. Easy to work with, great tech product. Pros Easy to use, very knowledgable, fast to respond with any issues that we have. Books look great every month and they always ask intelligent questions when they are unsure about things. Cons Nothing really! Could use more hands on tax advice occasionally, and they don't cover canada. Review Source EM Eric M. Analyst Information Technology and Services Used the software for: 6-12 months ### "Effortless integration, allowing me to forget about my books until they're prepared for me." August 22, 2024 5.0 Pros The primary advantage is how seamlessly it integrates with our existing tools. Pilot connects directly to our Quickbooks system and essentially handles everything from that point on. They've also been exceptionally vigilant in identifying and bringing attention to any issues that require addressing, some of which turned out to be quite significant and had previously gone unnoticed by us. Cons The main challenge we've encountered is that one of our service providers requires a personal SSN for accountant access, which isn't compatible with Pilot's system. This is a minor inconvenience, though; we simply upload the statement manually once a month when Pilot sends a notification reminding us it's time to do so. Review Source Response from Pilot November 8, 2024 Thanks for the kind words, Eric! Grateful to have you as a customer. AG Alyson G. Head of Finance Defense & Space Used the software for: Less than 6 months ### "Pilot.com review" March 3, 2025 4.0 Pilot.com is somewhat pricey but it seems like there are pretty good CPAs that help close the books each month. Sometimes we need them to update and change our books and they are responsive and do so. Pros Asks a lot of questions, has an easy-to-use platform Cons Wish we could speak directly to the CPAs to ensure that our books are correct Review Source SB Sarah B. COO Human Resources Used the software for: 1-2 years ### "Great, flexible bookkeeping service for small businesses or startups" October 31, 2024 5.0 It's been a great experience, from them doing our "back books" from 8 or 9 months, and then ongoing monthly books. The portal is so useful and easy to navigate, and I always appreciate when they reach out with questions or clarifications. I think Pilot is a great service for small businesses or startups. Pros I love the hands-on service, but also that they only get in touch when they need to. Cons We had some team change-ups, but we have now settled in well. Review Source JK Josh K. CEO Computer Software Used the software for: Less than 6 months ### "Easy Onboarding" May 9, 2024 5.0 It has been great to work with and they are very helpful. Pros They manage everything seamlessly and transparently so I can focus on building my business. Cons I wish there was more of a task management, workflow in the dashboard. Review Source AS Abby S. COO Computer Software Used the software for: 1-2 years ### "Great solution for startups pre-finance hire" July 23, 2021 5.0 Overall, Pilot has been terrific. The Bookkeeping team is quick to respond and has been incredibly accommodating with time-sensitive requests from our team. The Tax Product has also been valuable and required much less oversight to manage than our prior tax filings. Pros Pilot allows us to focus on running our business without stressing about our books. Our Bookkeeping team highlights the transactions or trends we need to be aware of, allowing us to take action quickly and understand our financial status at a glance. I love Pilot because it gives me the peace of mind that our books are in order and that we have access to a team of professionals to steer us in the right direction. Finance and accounting can be unapproachable for a generalist, and Pilot makes bookkeeping and financial management comprehensible and actionable. Cons The portal to classify transactions and provide notes on unrecognized vendors or classifications continues to improve, but can be buggy. Review Source CH Camilla H. Founder, CEO Consumer Services Used the software for: 1-2 years ### "I tell all my founder friends to use Pilot!" April 1, 2021 5.0 Pros Pilot is brilliant at doing exactly what it promises: taking over the accounting and back office work of running a company so that you (the founding team) can focus on actually building your product. Pilot also does an exceptional job delivering great value for much less than any of their competitors — a testament to the strength of their technology. Lastly, the humans at Pilot are amazing. Every time I’ve had a question, from the most basic to truly arcane accounting and tax questions, all I have to do is email my account manager and he proactively pulls in the needed expertise from the larger Pilot team. I am simply so grateful this service exists; it has fundamentally changed the way I get to run my company. Cons I’m excited to see what new features Pilot rolls out in the future. A founder community where we could ask accounting and finance related questions would be amazing, for example. Alternatives considered [Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Reason for choosing Pilot Better value for the price, better product, and better service. I know that Pilot can scale with my startup. Review Source TM Tiffany M. Bookkeeper Financial Services Used the software for: 1-2 years ### "Time Saver" June 10, 2021 5.0 Pros We use pilot for our bookkeeping needs and absolutely love it. It has made the handling of taxes in particular so much simpler. I love that it connects our accounts and takes some of the work-load off when it comes to running monthly reports. Cons There is not really anything I dislike about the software. At the end of the day, it is something that really makes our jobs easier. Review Source Darko M. CEO Biotechnology Used the software for: 1-2 years ### "Pilot feels like having a great CPA in house, but more streamlined" July 23, 2021 5.0 It is like having a great CPA who grows to follow your needs as you grow. Pros Seem-less integrations Great customer support Worry-free automatization Cons It comes with a cost, but for us it is worth it to the last penny! Reason for choosing Pilot Pilot seemed more modern to me than competing software. As a immigrant founder and CEO I wanted to have a tech approach to our bookkeeping vs interviewing people who are CPAs. Review Source LA Lars A. Chief of Staff Information Services Used the software for: 6-12 months ### "Pilot is a helpful ally for a small business" April 6, 2021 4.0 Overall, I am very happy with the service that Pilot provides. I like the software that they offer and I'm excited to see how they continue to iterate and set an even higher bar. Pros A consolidated tool for both bookkeeping and tax preparation has been very helpful. - Adding a new account or connection is easy - I'm able to see the status of my corporate tax filing - Contacting my tax representative is easy - Vendors and transactions are in a centralized repository I'm prompted for input once a month or when deadlines arrive to sort and code a short list of new vendors or unusual transactions, but otherwise the Pilot portal (and service) allows me spend more time focused on taking care of my employees and running the business. Cons I hope to see Pilot build out features for greater account customization and security in the coming months: - Two factor authentication (2FA) or multi-factor authentication (MFA) made available - Dashboard for updating email, password, security features - Dashboard for adding/removing users and setting a security policy (ex: 2FA) - Contact information for my bookkeeping team embedded into my Pilot dashboard the same way that it is for my Pilot tax team Review Source TA Tuto A. CEO Health, Wellness and Fitness Used the software for: 2+ years ### "Pilot lets me focus to grow my business" December 28, 2021 5.0 Awesome, I love it and I recommend it to any entrepreneur opening a business in the US. Pros It very easily lets me see what I need to see and understand important matters to clear my mind and focus on what I need to do and what I am good at which will in turn grow my business. Cons Nothing bad about the software, but maybe a crash course on accounting and taxes will be nice. Reason for choosing Pilot Seems more profesional Review Source IP Ivo P. Co-Founder and CFO Information Technology and Services Used the software for: 2+ years ### "No-brainer for any early stage startup" April 1, 2021 5.0 Early customer, very happy, not planning on changing anything Pros \- Full stack of services needed by a startup - bookkeeping, CFO services, AR / AP, tax prep - QBO integration - Very knowledgable team - Very responsive, straightforward communication - Automation of bookkeeping all but eliminates manual errors, keeps costs down Cons Honestly not much I dislike. I used to have to work with multiple firms for tax prep and AR / AP services, but now I have everything under one roof and loving it. Alternatives considered [Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Reason for choosing Pilot Used to be Bench did not work with QBO. Might be different now. Review Source jS janaina S. operador de atendimento Banking Used the software for: 6-12 months ### "best accounting service" May 20, 2021 5.0 Pilot is easy to use, it automatically connects to our accounts, and sends us monthly reports. They helped me save money. I don't spend more time on accounting and focus on other things. Pros easy to use, has simple to understand reports, synchronizes accounts and warns you if you have double payments helping you not to lose money Cons it has no negative points in my opinion, it is a great app Review Source CS Christopher S. CEO Insurance Used the software for: 2+ years ### "Pilot is your guide for all things bookkeeping" April 5, 2021 5.0 By using Pilot, I know that our books are always pristine and accurate, without needing to employ a large or expense team to do bookkeeping. Pros The aspect I enjoy most is the professionalism and responsiveness of the Pilot team. They are dependable month to month in getting our books out to us timely and accurately. Cons Pilot is building more and more automation, which hopefully will continue to reduce the number of one-off adjustments or tags that we have to do each month. Switched from [Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Pilot was about the same price or cheaper and had many more features. Review Source CH Caroline H. Co-Founder Food & Beverages Used the software for: 6-12 months ### "Excellent Accounting Services" April 1, 2021 5.0 The Pilot software and team has significantly upgraded my organization's accounting functionality and has given us a better view of our business's financial health. Pros Pilot's software enables my business to have a consistent, accurate view of its financial health without much need for input from my team beyond the initial set-up. Cons We use Pilot's add-on tax service, and it can feel like the two teams do not share information/communicate, resulting in needing to provide the same information multiple times. Review Source SR Sam R. Chief Business Officer Medical Devices Used the software for: 1-2 years ### "Great product after a few million in fundraising" April 1, 2021 5.0 Pros This really simplifies the bookkeeping and has been a great tool and saves me a lot of time. Also the pricing is very transparent and predictable and we don't get slapped with large accounting bills out of the blue. Cons They do help with taxes but they don't have their own CPAs. I like to build relationships with my CPAs but they changed it without any notice and the next year I was filing my taxes I saw a different person in charge. Alternatives considered [Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Review Source GW Greg W. Product Manager Computer & Network Security Used the software for: 1-2 years ### "Bookkeeping and taxes suck. Let Pilot handle it!" April 3, 2021 5.0 Pros Pilot interfaces with most of the popular financial SaaS platforms and offers amazing customer support. They made it easy for us to toss the backoffice keys over to them so we could focus on building the business. Cons Certain actions and configurations on the various SaaS platforms require manual resolutions by either my team or through working with a Pilot representative. Fortunately, the Pilot team is very quick to respond and often resolves the issue with little or no interaction from us. Review Source YB Yash B. Chief Operating Officer Food & Beverages Used the software for: 6-12 months ### "Food and Beverage Startup - Accounting - Great Experience" December 22, 2021 5.0 Pros Pilot really made it easier by sifting through and re-organizing our Chart of Accounts. The team we worked with are super knowledgeable and the financial controllers helped us setup our processes to help us scale our business. Cons The onboarding process requires a some time to setup correctly; but only has to be done once. I also hope that Pilot can authenticate all connections added to accounts on a monthly basis so that any changes in credentials dont fall through the cracks. Review Source Similar Products Featured