Pilot
About Pilot
Pilot is designed for entrepreneurs seeking accuracy in their bookkeeping. Its innovative Quality Check feature securely connects to QuickBooks Online, allowing businesses to receive a detailed report assessing their accounting health. This service helps identify mistakes and provides actionable insights, empowering startups to improve their financial management.
Pilot offers a free Quality Check service with no hidden fees. By inviting Pilot as an accountant in QuickBooks, users can access their report without any charges, making it an affordable choice for businesses. Upgrading to full service provides comprehensive bookkeeping, tax, and CFO support tailored to growing businesses.
Pilot’s user interface is streamlined and intuitive, ensuring a seamless experience when analyzing financial data. The layout enables users to quickly connect their QuickBooks account and receive insightful reports. Unique features like customizable dashboards and accessible reports enhance user engagement and simplify financial oversight through Pilot.
How Pilot works
Users interact with Pilot by first logging into their QuickBooks Online account and inviting Pilot as an accountant. Once granted access, Pilot conducts a thorough analysis of the bookkeeping data, highlights mistakes, and provides a detailed report with feedback on overall financial health. Users receive actionable insights, and can opt for a consultation to further discuss their bookkeeping improvements.
Key Features for Pilot
Fast, Free Diagnostic
Pilot’s Quality Check delivers a fast, free diagnostic of your books by analyzing QuickBooks Online data, identifying mistakes, and pinpointing areas for improvement. This unique feature empowers businesses to enhance their accounting practices while ensuring accurate financial reporting, benefiting startups striving for growth and clarity in their finances.
Expert Consultation Option
Pilot offers an optional consultation with a financial expert, enhancing the Quality Check's value. Users can receive tailored advice on improving bookkeeping practices, strategizing financial management, and uncovering additional operational opportunities. This feature ensures that businesses not only diagnose issues but also receive expert guidance for resolution.
Comprehensive Bookkeeping Insights
Pilot provides comprehensive insights into bookkeeping health through its Quality Check service. By evaluating data against established standards, it highlights critical issues and offers a clear picture of financial status. This feature equips businesses with the knowledge to effectively manage their finances and make informed decisions.
