Pilot

Efficiently handles bookkeeping and tax responsibilities, saving users significant time and effort.

Seamless integration with commonly used tools like QuickBooks, Zenefits, and Veem simplifies workflows.

Responsive and professional customer support consistently praised for quick turnaround times and attentiveness.

User-friendly and intuitive platform caters to both finance and non-finance professionals, reducing complexity.

Provides advanced financial services, including fractional CFO options and detailed financial advice, empowering businesses to scale efficiently.

Accurate, timely, and consistent reporting ensures compliance and helps with investor and fundraising needs.

Adaptable and supportive for startups and resource-strapped teams, allowing them to focus on growth and product development.

Flexible service packages enable scaling businesses to customize their needs, such as advanced AP/AR management and forecasting.

Pricing is considered expensive by some users, especially for startups or small businesses.

Occasional delays in delivering monthly bookkeeping reports, with some users expressing preference for faster turnaround times.

The onboarding process can feel complex for companies with nonstandard or customized processes.

Lack of personal tax services, dashboards, or advanced analytics, which some users wish were included.

Instances of unclear communication around pricing and hidden fees, such as additional charges for subsidiaries or pricing restructuring.

Limited capabilities around inventory tracking and e-commerce-specific needs, causing challenges for businesses in these spaces.

Repetitive feedback cycles when finalizing reports, which could benefit from improved consistency.

Heavy reliance on email communication for issue resolution, with users suggesting chat-based alternatives for efficiency.