Pilot
Pilot provides bookkeeping, tax and CFO services to startups and small businesses, with the books kept in QuickBooks Online. Most bookkeeping plans include a US-based bookkeeper. The entry-level plan instead relies on Pilot's AI accountant to categorize transactions, reconcile accounts and close the books.
What the AI does
- AI accountant that categorizes transactions, reconciles accounts and closes the books monthly
- Produces profit and loss, balance sheet and cash flow statements and flags discrepancies
- AI chat that answers questions about past transactions and cash flow and runs planning scenarios
- Flags highly unusual items for human review
Summarized from pilot.com.
Facts, checked against the source
- Category
- Bookkeeping, Tax preparation, FP&ASource: pilot.com (opens in a new tab)
- Built for
- Small businessSource: pilot.com (opens in a new tab)
- Ledger integrations
- QuickBooks OnlineAlso documents: Stripe, Gusto.Source: pilot.com (opens in a new tab)
- Pricing
- From $99/month$99/month (Bookkeeping Essentials; billing basis not stated)Source: pilot.com (opens in a new tab)
- Free plan
- NoThe vendor's pricing shows no free plan.Source: pilot.com (opens in a new tab)
- SOC 2
- UnconfirmedWe could not find an official statement either way.
- Trains on customer data
- YesPilot says it trained its AI model on the books of about 7,000 businesses over eight years. Its privacy policy says it uses customer data to improve its services and builds automated categorization rules from what it learns from that data, and it offers no AI opt-out.Source: pilot.com (opens in a new tab)
- Human review
- Human reviewCore and Custom plans include a US-based bookkeeper who reviews the books. The AI-only Essentials tier is described as running bookkeeping with zero human intervention and only occasionally asking the customer to confirm a categorization.Source: pilot.com (opens in a new tab)
- Company
- Privately held. Founded 2017, based in San Francisco, CASource: pilot.com (opens in a new tab)
- Funding
- Last round: Series C extension, March 26, 2021Investors named: Sequoia Capital, Index Ventures, Stripe, Bezos Expeditions, Whale Rock Capital, Patrick Collison, John Collison, Drew Houston, Diane GreeneSource: pilot.com (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| April 17, 2019 | Series B | $40M | Index Ventures | indexventures.com |
| January 26, 2021 | Series C | $60M | Sequoia Capital | pilot.com |
| March 26, 2021 | Series C extension | Undisclosed | Not named | pilot.com |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- pilot.com/
- pilot.com/pricing
- pilot.com/faq
- pilot.com/about
- pilot.com/platform/ai-accountant
- pilot.com/blog
- pilot.com/blog/pilot-unveils-ai-accountant-a-major-leap-toward-artificial-general-intelligence-in-accounting
- pilot.com/blog/free-trial
- pilot.com/blog/pilot-closes-60m-series-c-from-sequoia-what-comes-next
- pilot.com/blog/pilot-unicorn-bezos-expeditions-whale-rock
- pilot.com/terms/privacy
- pilot.com/terms/subprocessors
- pilot.com/terms/client-terms
- www.indexventures.com/perspectives/pilotcom-raises-40m-in-series-b-funding-and-launches-pilot-tax/
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Pilot questions
- Does Pilot train AI on customer data?
- Pilot's policy says customer data is used in some form to train or improve its models. Pilot says it trained its AI model on the books of about 7,000 businesses over eight years. Its privacy policy says it uses customer data to improve its services and builds automated categorization rules from what it learns from that data, and it offers no AI opt-out.
- Does Pilot have SOC 2?
- We could not find an official Pilot statement about a SOC 2 report.
- Which accounting systems does Pilot integrate with?
- Pilot documents integrations with QuickBooks Online.
- How much does Pilot cost?
- Pilot lists pricing starting at $99/month on its site, as of October 14, 2026.
- What are alternatives to Pilot?
- Other bookkeeping tools in this directory include Basis, Booke AI, Botkeeper, Copilot in Business Central and Dext.