Companies
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Pilot.com
Fintech
Pilot is a San Francisco-based bookkeeping and accounting service that combines software with dedicated human bookkeepers to handle monthly financial record-keeping, tax preparation, and CFO services for startups and small businesses.
$1.4B
+$0.82
692.10%
30 days ago
$0.12
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Pilot was founded in 2017 by Waseem Daher, Jessica McKellar, and Jeff Arnold, based on the observation that many startups and small businesses need reliable, accurate monthly bookkeeping and broader financial operations support, but historically faced a choice between hiring an in-house bookkeeper or finance team member, often not cost-justified for an earlier-stage company with relatively simple financial operations, or working with traditional outsourced bookkeeping and accounting firms that often relied on manual processes and provided limited technology-enabled visibility into a client's financial data and books-in-progress status. Pilot's service combines proprietary software with dedicated human bookkeepers and accountants who handle a client's monthly bookkeeping, reconciling bank and credit card transactions, categorizing expenses, and producing accurate financial statements, aiming to combine the accuracy, judgment, and personalized service of dedicated human financial professionals with software-driven efficiency and client-facing visibility into their financial data and bookkeeping status that purely manual, less technology-forward traditional bookkeeping and accounting firms have often lacked. The company has particularly targeted venture-backed startups and growing small businesses as its core customer base, a segment with distinctive financial reporting needs, including the ability to produce financial statements in formats relevant to venture investors and board members, and often needing bookkeeping done to a higher standard of accuracy and timeliness than very basic small business bookkeeping might otherwise require, given the scrutiny startup financials often receive from investors and the importance of clean financial records for eventual fundraising, acquisition, or other significant company milestones. Pilot has expanded beyond core bookkeeping into additional financial services including tax preparation and filing, and CFO-level financial planning and analysis services for growing companies not yet ready to hire a full-time in-house CFO. The company's customers span venture-backed startups and growing small businesses seeking reliable, technology-enabled outsourced bookkeeping and broader financial operations support. Pilot has raised substantial venture funding from investors including Sequoia Capital, Index Ventures, and Bezos Expeditions, reaching a valuation exceeding $1.2 billion.
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