Pilot

About Pilot

Pilot provides a comprehensive Quality Check of your bookkeeping, tailored for businesses seeking accuracy and reliability. By connecting to QuickBooks, users receive an insightful report detailing critical issues and actionable advice. With Pilot, businesses can optimize their financial health through professional diagnostics and exceptional services.

Pilot offers a free Quality Check service, focusing on your bookkeeping needs. While the diagnostics are complimentary, users can opt for subscription-based services in bookkeeping, tax, and CFO support. Upgrading allows access to advanced features and personalized expert consultations, enhancing your financial management experience.

The user interface of Pilot is designed with simplicity in mind, creating an intuitive experience for navigating the Quality Check process. Its streamlined layout guides users through connecting their QuickBooks account and understanding their reports, ensuring effortless interaction with essential bookkeeping insights.

How Pilot works

Users begin by connecting their QuickBooks account to Pilot for the Quality Check service. After a straightforward invitation process, Pilot accesses the accounting records to perform an analysis. Once completed, users receive a detailed report highlighting errors, critical issues, and suggestions for improvement, enabling seamless financial management.

Key Features for Pilot

Fast, Free Diagnostic Assessment

Pilot's unique feature, the Fast, Free Diagnostic Assessment, allows businesses to quickly identify bookkeeping errors and areas of improvement without any cost. This innovative service ensures clients can maintain financial accuracy while receiving professional support to enhance their overall bookkeeping processes.

Expert Consultation Offer

Pilot offers an optional free consultation with an expert as a key feature. This valuable addition empowers users to discuss their financial records in-depth, explore potential improvements, and strategize future bookkeeping practices, ensuring comprehensive support for their business's unique financial needs.

Comprehensive Reporting

Pilot delivers Comprehensive Reporting as a standout feature, providing users with an easy-to-understand assessment of their bookkeeping health. This report highlights critical issues and actionable insights, helping businesses address essential financial matters efficiently by receiving targeted advice tailored to their specific accounting needs.