Pilot

Pilot

Financial services for startups and small businesses

About

Pilot provides financial services tailored for startups and small businesses, helping them manage their financial tasks such as bookkeeping, tax preparation, and CFO services. By outsourcing these functions to Pilot, businesses can focus on growth while ensuring their finances are handled accurately by professionals. The company operates on a subscription-based model, where clients pay a recurring fee for access to a team of finance experts, allowing for predictable costs in financial management. Unlike many competitors, Pilot specifically targets the unique needs of startups and small businesses, making it easier for them to access essential financial services. With significant funding from notable investors, Pilot aims to continually enhance its offerings and expand its reach in the financial services market.

Company Stage

Series C

Employees

201-500

Industries

Fintech, Financial Services

Total Funding

$154M

Headquarters

San Francisco, California

Founded

2016


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Simplify's Take

What believers are saying

  • Growing demand for digital financial services boosts Pilot's market potential.
  • Subscription-based models offer scalability and predictable costs, attracting startups and small businesses.
  • AI and machine learning enhance Pilot's financial reporting accuracy and automation.

What critics are saying

  • Automated bookkeeping software like QuickBooks and Xero increase competition for Pilot.
  • Economic downturns may reduce demand for Pilot's services as businesses cut costs.
  • Rising compliance costs due to increased regulation of financial service providers.

What makes Pilot unique

  • Pilot offers integrated bookkeeping, tax, and CFO services for startups and small businesses.
  • The company provides subscription-based financial services, ensuring predictable costs for clients.
  • Pilot's platform delivers automated, error-free financial reports, reducing traditional bookkeeping labor.

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Growth & Insights
Headcount

6 month growth

-6%

1 year growth

-8%

2 year growth

-20%

Benefits

We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers

The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).

Flexible vacation/time-off policy

All federal holidays are observed

Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway

Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks

401(k) plan

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