Pilot vs Upflow Comparison

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

Pilot

Accounting Software

4.8 90 user ratings

Get Free Advice

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

Upflow

Accounting Software

4.8 116 user ratings

Get Free Advice

Overview

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	Upflow helps to finish up with your unpaid invoices and maintain a seamless transaction and paying experience. It helps you to manage the follow-ups of the invoices starting from the process of recovery until the payment. It enhances the management of the business using a real-time view at the receivables. It has optimised billing tracking with an all-inclusive dashboard, financial indicators and average payment time alerts. It has a systematic client recovery system that defines stimulus action so that there will not be any unpaid invoice. It contains custom recovery plans that are capable of adapting stimulus channels with the involvement of good interlocuters. By using the services provided by Upflow, the customers can adopt new methods of payment to make sure the payment is done quickly and conveniently. It enables simplified payment method for customer convenience by providing diversified payment modes and automatic banking reconciliation. It is very easy to integrate the software with the environment. It keeps your existing billing and accounting tools connected with each other and successfully revolutionises the management of receivables in minutes. Read more
Pricing Options	Free Trial Not Available Starts at $350.00. Offers Custom plan.	Free Trial Available Starts at $440.00. Offers Free-forever and Custom plan.
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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 76% Momentum 63% Popularity 84%	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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 86% Reviews 75% Momentum 62% Popularity 75%
SaaSworthy Awards	# 5 Fastest Growing # 17 Most Popular	Not Available

Features

Total Features	16 Features	10 Features
Common Features for All	Accounts Payable Handling the money owed by a business to its suppliers. Accounts Receivable Handling the money the client owes to the company. Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement. Billing and Invoicing This feature helps in issuing and handling the invoice and bills. CPA Firms Offers collaboration with a professional expert for financial and consulting services. Cash Management Collection and management of cash. Collections Recovery of cash from a business or individual. Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process. General Ledger Maintaining and recording all the accounting related transactions. Multi-Currency Enables payment and collection in multiple currencies. Payroll Handling the salary payable to the employees Project Accounting Creation of financial reports specifically designed to track the financial progress of projects Purchasing Acquiring goods or services required for the business at minimal cost Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for Spend Management Managing the expenditure of a business in order to build its product or services Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time + 13 More - Show Less	Accounts Payable Handling the money owed by a business to its suppliers. Accounts Receivable Handling the money the client owes to the company. Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement. Billing and Invoicing This feature helps in issuing and handling the invoice and bills. CPA Firms Offers collaboration with a professional expert for financial and consulting services. Cash Management Collection and management of cash. Collections Recovery of cash from a business or individual. Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process. General Ledger Maintaining and recording all the accounting related transactions. Multi-Currency Enables payment and collection in multiple currencies. Payroll Handling the salary payable to the employees Project Accounting Creation of financial reports specifically designed to track the financial progress of projects Purchasing Acquiring goods or services required for the business at minimal cost Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for Spend Management Managing the expenditure of a business in order to build its product or services Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time + 7 More - Show Less

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	Business Hours Online	Business Hours Online
API Support	NA	Available

Reviews & Ratings

User Rating	4.8/5 90 user ratings	4.8/5 116 user ratings
Rating Distribution	Excellent 91.1% Very Good 4.4% Average 0% Poor 0% Terrible 4.4%	Excellent 78.4% Very Good 19.8% Average 1.7% Poor 0% Terrible 0%
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	Ease of Use, Excellent Customer Support, Seamless Integrations, Automated Reminders Limited Customization Options, Occasional Syncing Issues, Lack of In-app Calling Feature, Limited Invoice Editing capabilities
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.	Upflow is a popular SaaS solution for streamlining accounts receivable (A/R) management and improving cash flow. Users consistently praise its ease of use, time-saving automation, and intuitive interface. The platform integrates seamlessly with popular accounting systems like QuickBooks and NetSuite, enabling users to automate dunning processes, track customer payments, and generate detailed reports. While some users suggest the need for more payment platform integrations and more robust analytics features, Upflow consistently receives positive feedback for its user-friendly approach, responsive support, and ability to accelerate collection processes.
	Read All User Reviews	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Starts at $350.00. Offers Custom plan.	Free Trial Available Starts at $440.00. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	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	Discover Free Grow $440.00 $489.00 per month Scale $880.00 $978.00 per month Enterprise Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	Freshbooks 4.3 3,302 ratings Pilot Vs Freshbooks Bench 4.4 1,405 ratings Pilot Vs Bench Zoho Books 4.4 5,129 ratings Pilot Vs Zoho Books AccountsIQ 4.6 60 ratings Pilot Vs AccountsIQ Reach Accountant 4.7 3 ratings Pilot Vs Reach Accountant	QuickFile 4.8 2,696 ratings Upflow Vs QuickFile FinFloh 5 17 ratings Upflow Vs FinFloh Denario Upflow Vs Denario Invoiced 4.7 470 ratings TimePay Upflow Vs TimePay
	View All Pilot Alternatives	View All Upflow Alternatives