Pilot

Pilot

Financial services for startups and small businesses

About

Pilot provides financial services specifically designed for startups and small businesses. The company offers essential services such as bookkeeping, tax preparation, and CFO (Chief Financial Officer) support, allowing business owners to focus on growing their companies while Pilot manages their financial tasks. Clients pay a subscription fee to access Pilot's team of finance experts, ensuring their financial needs are handled professionally and accurately. This subscription-based model provides predictable costs for clients and a steady revenue stream for Pilot. Unlike many competitors, Pilot targets the unique needs of startups and small businesses, making it easier for them to outsource complex financial functions. The goal of Pilot is to simplify financial management for its clients, enabling them to thrive in their respective markets.

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

  • Increased demand for digital financial services due to remote work trends benefits Pilot.
  • Growing interest in subscription-based models aligns with Pilot's business strategy.
  • Expansion of AI in automating financial tasks enhances Pilot's service efficiency.

What critics are saying

  • Increased competition from automated bookkeeping software like QuickBooks and Xero.
  • Economic downturns could reduce demand for outsourced financial services.
  • Data privacy concerns and regulatory changes may increase compliance costs for Pilot.

What makes Pilot unique

  • Pilot offers a comprehensive suite of financial services for startups and small businesses.
  • The company provides subscription-based services ensuring predictable costs for financial management.
  • Pilot's platform delivers automated, error-free financial reports and accrual basis bookkeeping.

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Growth & Insights
Headcount

6 month growth

-3%

1 year growth

-4%

2 year growth

-3%

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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