---
description: Review of Pilot Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: Pilot | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# Pilot

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> Pilot: One team for all your accounting needs.&#10;&#10;Pilot is the largest startup and small business focused accounting firm in the US. Our team of 250+ US-based accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business.
> 
> Verdict: Rated **4.9/5** by 29 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 29 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Pilot
- **Location**: San Francisco, US
- **Founded**: 2017

## Commercial Context

- **Starting Price**: US$199.00
- **Pricing model**: Flat Rate
- **Pricing Details**: Pilot&#10;Essentials: starting at $199/mo billed monthly or $169/mo billed annually&#10;Core: starting at $599/mo billed monthly or $499/mo billed annually&#10;Custom: Contact Pilot for pricing details.&#10;&#10;Pilot CFO Services&#10;Basic: $1750/mo&#10;Essential: $3150/mo&#10;Custom: $5250+/mo&#10;&#10;Pilot Tax&#10;Essentials: Starts at $2450/yr&#10;Standard: Starts at $5400/yr&#10;&#10;Pilot R\&amp;D Tax Credit: &#10;20% of total credits received. Save up to $500,000\* per year with this tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.  &#10;&#10;Pilot Stock Administration:&#10;$399/hr. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Accounting
- Activity Dashboard
- Data Import/Export
- Document Management
- Email Reminders
- For Small Businesses
- Mobile Access
- Real-Time Data
- Real-Time Reporting
- Remote Access/Control
- Transaction History

## Support Options

- Email/Help Desk
- Knowledge Base
- Chat

## Category

- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)

## Related Categories

- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)
- [Online Accounting Software](https://www.softwareadvice.co.nz/directory/348/online-accounting-software/software)
- [Accounting Software for Small Business](https://www.softwareadvice.co.nz/directory/506/small-business/software)
- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)
- [Bookkeeping Software](https://www.softwareadvice.co.nz/directory/270/bookkeeping/software)

## Alternatives

1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8511 reviews)
2. [TaxDome](https://www.softwareadvice.co.nz/software/335839/taxdome) — 4.7/5 (3616 reviews)
3. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3318 reviews)
4. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20669 reviews)
5. [Sage 50 Accounting](https://www.softwareadvice.co.nz/software/423487/sage-50cloud-accounting) — 4.0/5 (623 reviews)

## Reviews

### "The switch to Pilot has been a game changer" — 5.0/5

> **Ben** | *13 March 2025* | Marketing & Advertising | Recommendation rating: 10.0/10
> 
> **Pros**: Their team is amazing. Every human we've interacted with has been professional, knowledgable, and gone above and beyond to ensure a smooth onboarding.
> 
> **Cons**: None so far\! Initially their process felt more geared to SaaS businesses, but they are able to support professional services just as well.
> 
> Pilot is handling our monthly books and preparing our payroll every other week. Their system is amazing and the best I've experienced. They are incredibly organized and it's been a very smooth transition. Their rates are also fair\!

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### "Life made easy with pilot" — 5.0/5

> **Victor** | *22 June 2022* | Hospitality | Recommendation rating: 8.0/10
> 
> **Pros**: The income and expenses comparison is the most impactful as it determines the benchmark for the next marketing target. We have as well managed to integrate it with semper reservations for easy flow of revenue.
> 
> **Cons**: Everything seems to be working well with pilot.
> 
> We mainly work with the system in food and beverage department to track income versus expense. Stock is accurately tallied, expenses, sales all are deducted in one go giving us a solid plan on what to do next in terms of the company Goals.

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### "Nearly great" — 3.0/5

> **Verified Reviewer** | *26 April 2022* | Telecommunications | Recommendation rating: 3.0/10
> 
> **Pros**: The book keepers are Pilot are quite good (even though it's "AI" much of the real work still needs people).  They are generally fast to respond and correct errors. The interface is email + relatively simple webUI that makes managing exceptions pretty easy, books are generally delivered on time.
> 
> **Cons**: Customer support outside of book keeping is terrible. I tried to get pilot to also handle the company tax return, after 6 weeks of unresponsive email and repeatedly being sent questionnaires asking the same information, I gave up and used a regular accountant that was cheaper, faster, and more responsive. &#10;&#10;Pilot charges a premium, but offers far below average customer support for tax filing.

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### "Happy Customer: Bookkeeping, Tax, CFO, R\&D" — 5.0/5

> **Max** | *5 April 2021* | Fund-Raising | Recommendation rating: 10.0/10
> 
> **Pros**: As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R\&amp;D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service. &#10;&#10;As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine.
> 
> **Cons**: My only regret is not working with them sooner\! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do.
> 
> We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R\&amp;D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach.

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### "Great Onboarding Experience and Ancillary Services" — 5.0/5

> **Verified Reviewer** | *1 April 2021* | Computer Software | Recommendation rating: 9.0/10
> 
> **Pros**: I'm someone that appreciates human interaction and Pilot makes it easy to engage with the team when I wanted to. I also love, love the dashboard it's easy to use and interactive.
> 
> **Cons**: I wouldn't say anything is missing - I would love to be able to generate reports directly out of Pilot instead of going to QBO - purely for aesthetic reasons because the format doesn't look the same as the monthly reports the team provides.
> 
> Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding to BAU support, the Pilot team has been incredibly responsive and patient with us as we uncovered mistakes that needed to be addressed asap. &#10;&#10;Additionally, we realized that we needed some additional reporting for our board and discussed options with the \[SENSITIVE CONTENT HIDDEN\] services team. It was expensive (for us) but soooo worth it. The added insight that the team provides in addition to the reporting has been invaluable. We've had many conversations about our growth plans etc and I feel like they are an extension of our team.  &#10;&#10;We had recent conversations about leveraging PIlot for R\&amp;D Tax Credits. Although, we ultimately determined that we aren't ready to proceed at this point, I now know what we would need to have in place \&amp; the benefit  should we decide to proceed in the future.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/80712/pilot)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/80712-Pilot/> |
| en-AU | <https://www.softwareadvice.com.au/software/80712/pilot> |
| en-GB | <https://www.softwareadvice.co.uk/software/80712/pilot> |
| en-IE | <https://www.softwareadvice.ie/software/80712/pilot> |
| en-NZ | <https://www.softwareadvice.co.nz/software/80712/pilot> |

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