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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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72% 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 | Flexio is a finance management software that assists the user in monitoring all financial transactions and manages all the payments and expenses automatically and remotely. It enables the user to receive the invoices through email which can be downloaded automatically and then approved. Flexio platform handles everything, starting from enabling payments on date to delivering proper and transparent payments to the merchants. It helps you to complete all the income and expenses transactions by just entering the proper number of details in it. This software saves your time by automatically managing the transaction with just a click. Flexio is a simple and helpful software that manages transactions regularly and automatically. It helps the users grow fast by automating the account receivables and payables. With the help of Flexio, the users can make the transactions in a highly professional manner because it sticks to making and receiving the payments on a date without any delay. Additionally, the platform offers easy integrations with your pre-existing software and other popular platforms for enhanced collaboration. Read more |
Pricing Options |
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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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72% 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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5 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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API 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 |
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 |
Initial Others Essential Others Intermediate Others Superior Others |
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Videos |
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Company Details | Located in: San Francisco, California | Located in: Mexico City, Distrito Federal |
Contact Details |
+1 415-745-8101 |
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Social Media Handles |
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