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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Description | Pilot is a bookkeeping and tax management software that can be used to streamline the professional needs of startups and small businesses. The software is specially designed for bookkeeping, tax preparation and CFO services. Pilot offers a team of finance experts that manages businesses efficiently, reduces the extra burden, saves time and enhances productivity. Pilot delivers accurate records every month. It generates industry-specific reports with monthly statements that feature custom statements on inventory management for eCommerce and burn reports for startups. Companies get their own personal support executives to help them with their day to day accounts operations. The software also manages records of tax payments for businesses, prepares and files federal, state and local income taxes on their behalf. Pilot also help companies to get R&D credit that could save them thousands of dollars in a year. Lastly, the software assesses the expenses to maximise credit besides preparing documentation to back up the claim with the IRS. Read more | FinFloh revolutionizes the accounts receivable process with its cutting-edge AI platform, designed to expedite the collection of payments. Tailored workflow automation, along with strategic buyer-seller collaboration, ensures quicker turnaround times, optimizing the credit decisioning based on comprehensive data analytics. The seamless ERP and accounting software integration, coupled with Payment, CRM, and Communications systems, simplifies complex infrastructures, creating a unified data ecosystem. FinFloh's AI-enabled multi-channel follow-up system adjusts tone and frequency in relation to the buyer's credit risks and past payment patterns, facilitating smoother transactions. Dispute resolution is streamlined through transparent workflows that foster cooperation among internal teams, identified by clear roles and responsibilities. Additionally, FinFloh's OCR technology automates the tedious task of invoice match-ups to incoming payments, significantly reducing manual errors and freeing up valuable human resources for strategic tasks. In-depth market insights and receivables data afford a better understanding of the client base, enhancing credit management strategies with FinFloh's comprehensive solution. Read more |
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SW Score & Breakdown |
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards | # 5 Fastest Growing # 17 Most Popular |
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Total Features |
16 Features
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10 Features
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Common Features for All |
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Project Accounting
Purchasing
Revenue Recognition
Spend Management
Tax Management
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Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Project Accounting
Purchasing
Revenue Recognition
Spend Management
Tax Management
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Excellent Customer Support, Seamless Software Integrations, Time-Saving Automation, Personalized Bookkeeping Services Lack of Proactive Communication, Limited Functionality for Specific Industries, Delayed Bookkeeping Completion, Potentially Confusing Pricing Structure |
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Review Summary |
Reviewers generally agree Pilot is a user-friendly and efficient tool for managing marketing campaigns. Its intuitive interface and comprehensive feature set, including campaign planning, execution, and analytics, are highly praised. Users appreciate the ability to create personalized and targeted campaigns, track performance, and make data-driven decisions. However, some reviewers mention that the platform can be overwhelming for beginners and that customer support could be improved. Overall, Pilot receives positive feedback for its ease of use, robust capabilities, and effectiveness in streamlining marketing efforts. |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Starter (Bookkeeping) $499.00 $499.00 per month Core (Bookkeping) $699.00 $699.00 per month Plus (Bookkeeping) Custom Pro (Bookkeeping) $350.00 $350.00 per month Essentials (Tax) $2,450.00 $2,450.00 per year Standard (Tax) $5,400.00 $5,400.00 per year Basic (CFO Services) $1,875.00 $1,875.00 per month Essential (CFO Services) $3,375.00 $3,375.00 per month Custom (CFO Services) $5,625.00 $5,625.00 per month |
Starter Custom Growth Custom Enterprise Custom |
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Screenshots | Not Available |
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Videos |
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Company Details | Located in: San Francisco, California | Located in: San Francisco, CA |
Contact Details |
+1 415-745-8101 |
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Social Media Handles |
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