Organization

Pilot Accounting

About Pilot

Pilot is a bookkeeping and tax service built for startups and high-growth companies. Founded in 2017, Pilot has become one of the most recognized names in outsourced finance for venture-backed businesses. They handle monthly bookkeeping, annual tax filing, and CFO-level financial reporting through a combination of in-house accountants and proprietary software.

Pilot is designed for founders who want their books handled by a dedicated team without hiring full-time finance staff. Most Pilot clients are technology startups in the seed-to-Series B range, though they also serve e-commerce, agencies, and other high-growth businesses that need reliable books and investor-ready financials.

Service Offerings

Pilot's core services include:

  • Monthly Bookkeeping: Full-service bookkeeping with dedicated bookkeepers and account managers, delivered through Pilot's platform.
  • Annual Tax Filing: Federal and state tax preparation for corporations and pass-through entities.
  • CFO Services: Financial reporting, budget modeling, and board deck preparation for leadership and investors.
  • Controller Services: Month-end close management, expense policy setup, and process documentation.

Pilot operates as a fully remote team and uses its own software platform to manage client books. Clients get a dedicated team and can access real-time dashboards for cash, burn, and runway metrics.

Approach and Positioning

Pilot positions itself as a modern alternative to traditional accounting firms, with a focus on technology startups and high-growth businesses. They combine dedicated human accountants with proprietary software, which means you get the reliability of a service provider with the speed and transparency of a SaaS tool.

What sets Pilot apart is their deep specialization in venture-backed companies. They understand startup finance milestones — from first funding round to preparing for due diligence — and their teams are trained to handle the specific reporting and compliance needs of VC-backed businesses.

Key strengths include:

  • Deep startup and VC finance experience
  • Proprietary platform for real-time visibility into books
  • Standardized processes for month-end close and board reporting
  • Strong reputation among investors and startup advisors

How Omniga Compares to Pilot

Both Omniga and Pilot sit in the finance stack for growing companies, but they take fundamentally different approaches to how finance work gets done and who controls the underlying system.

AxisOmnigaPilot
Orchestration vs DeliveryOrchestration layer + workflow hub across clients and toolsDone-for-you bookkeeping, tax, and CFO services delivered by dedicated team
Platform-First vs Firm-FirstPlatform-first: infrastructure for management accounting your team controlsFirm-first: Pilot's team delivers tax-ready books and investor reporting through proprietary system
Platform + FDaaS vs Service-OnlySaaS platform + full hands-off bookkeeping and finance services: use it yourself, with fractional partners, or let Omniga's team handle everythingService-only: dedicated team manages books in their proprietary system; you interact through their client dashboard, not the internal workflow platform
Quiet AI vs Automation VisibilityQuiet AI™ in visible review queue: suggests entries, flags anomalies, humans control postingBlend of human bookkeepers and proprietary software, managed end-to-end by Pilot team
Who It's Built ForFirms, fractional CFOs, and operators managing multiple clients/entities; complex team setupsIndividual startup or high-growth company wanting full-service team for single business
Ledger-Agnostic ArchitectureShadow Journal above QBO, designed to support multiple ledgers over timeBooks maintained in Pilot's proprietary system with data synced to QBO or exports
Collaborative WorkspaceMulti-team collaborative workspace: granular access for internal staff, fractionals, providersPrimary relationship with assigned Pilot team, limited external collaboration

In practice, Omniga makes sense when you want books built for investor reporting AND operational decisions, delivered hands-off by Omniga's team or managed with your own staff/fractional partners on a platform that scales across entities. Pilot is a strong fit when you want a dedicated full-service team to own your startup's books end-to-end in their proprietary system, with minimal involvement from your side.

Articles mentioning this organization

Pilot Accounting appears in 3 articles