Pilot Reviews

User Rating

4.8/5 (Based on 90 Ratings)

Rating Distribution

Excellent
91.1%
Very Good
4.4%
Average
0%
Poor
0%
Terrible
4.4%

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.

Pros

Userfriendly interface makes it easy to learn and navigate.
Robust reporting capabilities provide valuable insights into sales performance.
Automated features streamline processes and save time.

Cons

Limited customization options can restrict user preferences.
Occasional glitches and bugs can disrupt workflow.
The mobile app experience could be improved for better usability.

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Reviews

Eric Moster

August 22, 2024 Source: Trustpilot.com

Seamless integration that handles my…

Seamless integration that handles my books behind the scenes until they're ready for me.

Will Boland

August 19, 2024 Source: Trustpilot.com

Pilot has been a fantastic partner from…

Pilot has been a fantastic partner from start to finish. I had a terrific experience with my sales rep, who listened to my needs and customized her follow-up to ensure I had a strong grasp of how Pilot could best meet them vs. the alternatives I was considering for bookkeeping help. The integration process was just as smooth, and I have to say, I am loving the client portal so far. The ease of finding relevant reports and interacting with my bookkeeper to ensure we're accounting for the nuanced transactions properly has far exceeded my expectations. We're an early stage company, and I can't tell you how nice it is to rely on Pilot so I can clearly understand our financials while focusing all of my energy on building the business. I recommend Pilot without reservation.

Rolie Ohl

August 6, 2024 Source: Trustpilot.com

Onboarding was seamless

The onboarding process was seamless and straight forward. The Pilot team assigned to onboarding my law firm for bookkeeping was transparent during the process and assisted me with the necessary steps needed to be taken. Thank you, Pilot!

lora cover

July 19, 2024 Source: Trustpilot.com

Finally understand our finances

Finally understand our finances

After 1.5 years of being in business, we knew that we needed a different level of financial literacy. We talked to a number of firms, but were impressed with the level of attention that Pilot gave their customers and their values as an organization. We definitely made the right decision. They spent a lot of time with us on the front end to clean up our books and explain it all.

Mike Ward

July 18, 2024 Source: Trustpilot.com

Very supportive and accommodating bookkeeping.

Very professional, patient in listening and explanations, and overall great experience!

Karen Bonner

May 27, 2024 Source: Trustpilot.com

Simple and efficient bookkeeping

Our experience with Pilot has been efficient and seamless. I am happy with how responsive they are. Whenever I post questions in our Pilot portal, I hear back quickly, typically within one day. As a finance/accounting professional at a fast-growing startup, it's great to be able to delegate tasks and manual responsibilities (like categorizing expenses and reconciling bank accounts) to Pilot. I like using their platform because the software is easy to use and makes it easy for me to provide answers to their queries.

Anonymous User

December 5, 2023 Source: G2.com

"Outstanding Service and Team"

What do you like best about Pilot?

- Great software solution to work through taxes and monthly bookkeeping

- Clear onboarding structure and implementation/integration with other tools

- Quick turnaround times from customer service and accountants

- High competence across a wide area of knowledge due to a lot of experts inhouse

- Transparent cost- and service scheme

What do you dislike about Pilot?

- The fact that accounting and bookkeeping is still handled by separate reps -- I think it's a tradeoff between convenience and being able to speak to the domain expert any time.

Recommendations to others considering Pilot:

Whether you're 10, 100 or 1000 employees I think that Pilot has the right service level and I'd prefer them over any local tax advisor simply through the number of integrations they have.

What problems is Pilot solving and how is that benefiting you?

I've worked with Pilot at two companies so far and based on my experience at the first company I've decided to hire them again at the second company.

They're doing an outstanding job at providing a software-based solution where otherwise a lot of providers are still e-mail and phone based.

From the initial setup to even the dissolution of a company Pilot helps out with all matters accounting and taxes, even providing fractional CFO services.

Michael M

December 1, 2023 Source: G2.com

"Great Customer Experience for time and resource strapped startups"

What do you like best about Pilot?

Pilot has helped us cut down on our close times and make it more efficient from start to finish. They make it easy to use and try to build a good, repeatable process into their system.

What do you dislike about Pilot?

Nothing, Pilot has been great for us as an organization

What problems is Pilot solving and how is that benefiting you?

Pilot has been a massive help in handling the bookeeping and accounting function for our org. Our Senior Account Manager, Tyler, is incredibly responsive and resourceful especially when we are in a time crunch. If he doesn't have a solution, he will refer us to Pilot's network of folks who can help.

Anonymous User

August 29, 2023 Source: G2.com

"Pilot is a great partner for your accounting and finance needs"

What do you like best about Pilot?

Knowledge, response time and ability to always help.

What do you dislike about Pilot?

I do not think there is anything I dislike.

What problems is Pilot solving and how is that benefiting you?

Pilot is doing our accounting and helping us with financial best practices and tax filing.

Alexander R

August 15, 2023 Source: G2.com

"Pilot is a must for resource/time-strapped startups"

What do you like best about Pilot?

Their customer service has been fantastic!

What do you dislike about Pilot?

Nothing! It's been a seamless experience since we've worked with them.

Recommendations to others considering Pilot:

Make sure to provide responses when asked to so you can get your books in time!

What problems is Pilot solving and how is that benefiting you?

Pilot has helped us save time preparing our books, taxes, and all things financial, and has prevented headache trying to figure it all out as a first-time founder.

Pilot Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Pilot?

Review Summary

Pros

Cons

Eric Moster

Will Boland

Rolie Ohl

lora cover

Mike Ward

Karen Bonner

Anonymous User

Michael M

Anonymous User

Alexander R

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