Pilot
About Pilot
Pilot is designed for businesses seeking accurate bookkeeping solutions. With its Quality Check feature, users can easily connect their QuickBooks account for a thorough analysis of their financial data. Offering actionable insights and expert guidance, Pilot helps users identify mistakes and enhance their bookkeeping practices efficiently.
Pilot offers a free Quality Check service for all users. Additional services like bookkeeping, tax assistance, and CFO support are available through customizable pricing plans, tailored to meet the unique needs of growing businesses. Upgrading provides access to specialized financial insights and expert consultations.
Pilot features an intuitive user interface that streamlines the bookkeeping assessment process. Its straightforward layout allows users to navigate easily between services, access reports, and connect with experts. The user-friendly design enhances the overall experience, making financial management more accessible for businesses of all sizes.
How Pilot works
To use Pilot, you start by connecting your QuickBooks Online account. After logging in, you’ll navigate to the user management settings, inviting Pilot as your accountant. Once connected, Pilot runs a comprehensive assessment of your financial data, identifying critical issues and grading your bookkeeping. Users receive an actionable report, complete with suggestions for improvement, and can opt for a free consultation with Pilot experts, ensuring a smooth and insightful experience throughout.
Key Features for Pilot
Comprehensive Financial Analysis
Pilot’s Quality Check offers a unique, in-depth financial analysis by connecting directly to your QuickBooks account. This feature enables users to receive a tailored assessment of their books, spotting common mistakes and providing actionable insights to improve overall financial health efficiently.
Expert Consultation Availability
Pilot includes the option for users to receive a free consultation with finance experts. This added feature enhances user experience by allowing personalized guidance based on the Quality Check report, helping businesses further identify growth opportunities and optimize their financial practices seamlessly.
Secure Data Management
Pilot ensures user data security through robust practices during the bookkeeping assessment process. The platform emphasizes privacy by not storing any sensitive information after analysis, providing users with peace of mind while obtaining valuable insights into their bookkeeping health.
