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Description
Pilot manages your financial affairs, allowing you to concentrate on expanding your business. More than a thousand companies trust Pilot for their bookkeeping, tax assistance, budgeting, fundraising aid, and beyond. With Pilot, you gain access to a committed team of finance specialists based in the US who possess a thorough understanding of your business, as well as software that seamlessly integrates with your existing financial tools such as QuickBooks, NetSuite, and Stripe. This enables you to operate your business with a transparent view of your finances. Pilot ensures you receive precise financial records every month, punctually. Our knowledgeable team is supported by robust software that effectively reduces common mistakes. Expect prompt and attentive service, as your dedicated finance expert is well-acquainted with your business's intricacies. Your monthly financial reports include tailored statements suited to your sector, such as burn reports for startups or inventory tracking for eCommerce businesses. With accrual-based bookkeeping and comprehensive CFO support available whenever necessary, Pilot is designed to grow alongside your enterprise. Furthermore, our proactive approach provides you with insights that empower strategic decision-making for the future of your business.
Description
Smart Clerk is an innovative AI tool that revolutionizes the way financial documents are converted into reports that are ready for bookkeeping, thereby enhancing financial management for small and medium enterprises. It efficiently processes both bank and credit card statements, automating the extraction of data, categorization of transactions, and creation of detailed financial reports, which eliminates the tedious task of manual data entry. Users can conveniently upload their statements directly onto the platform, where the AI adeptly manages various formats from any financial institution. The tool also allows for customizable transaction categorization to meet the unique needs of different businesses, and it offers intelligent suggestions for category selection, which is especially helpful for users unsure about how to classify their transactions. Furthermore, Smart Clerk improves vendor management by recognizing and matching vendor names, even when they are abbreviated, thereby enabling users to easily access balances, invoices, and transaction details all in one place. This comprehensive approach not only streamlines financial workflows but also empowers businesses to make informed decisions based on accurate and organized financial data.
API Access
Has API
API Access
Has API
Integrations
Bank of America Business Advantage
Brex
Chase Software
Expensify
Gusto
NetSuite
OpenAI
QuickBooks Online
Scale GenAI Platform
Square POS
Integrations
Bank of America Business Advantage
Brex
Chase Software
Expensify
Gusto
NetSuite
OpenAI
QuickBooks Online
Scale GenAI Platform
Square POS
Pricing Details
$599 per month
Free Trial
Free Version
Pricing Details
$29 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Pilot
Founded
2017
Country
United States
Website
pilot.com
Vendor Details
Company Name
Smart Clerk
Founded
2023
Country
United States
Website
smartclerk.ai/
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement