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features
design
support

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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

Gain insights into essential metrics like LTV/CAC, magic number, and payback period to evaluate the effectiveness of your sales team in driving revenue growth. Tailor your customer data analysis by any attribute to identify which segments to prioritize for acquisition and which customer accounts merit further investment for growth. Effortlessly categorize data to assess customer performance based on their selected plans or products, allowing you to concentrate on the business areas that yield the highest returns. By integrating your systems with Subscript, we only utilize the necessary components to ensure the product operates seamlessly for you, maintaining full transparency regarding the data we access. We securely store crucial information to facilitate rapid report generation, providing you with diverse analytical options. Subscript continuously tracks updates in your data, offering you a real-time perspective on your business activities, thus enabling better decision-making and strategy formulation. This proactive approach allows you to remain agile and responsive to changing market conditions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
Stripe Yes 
Brex Yes 
Expensify Yes 
Gusto Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
OpenAI Yes 
QuickBooks Online No 
Salesforce No 
Scale GenAI Platform Yes 
Square POS Yes 
Xero No 

Integrations

NetSuite Yes 
Stripe Yes 
Brex No 
Expensify No 
Gusto No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
OpenAI No 
QuickBooks Online Yes 
Salesforce Yes 
Scale GenAI Platform No 
Square POS No 
Xero Yes 

Pricing Details

$599 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Pilot

Founded

2017

Country

United States

Website

pilot.com

Vendor Details

Company Name

Subscript

Country

United States

Website

www.subscript.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition Yes 
Spend Management No 
Tax Management Yes 

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing Yes 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Alternatives

Alternatives

IDOS Reviews

IDOS

Digital CFO - IDOS