Pilot
Outsourced bookkeeping, tax prep, CFO advisory, real-time expense tracking, cash flow modeling, IRS-ready books, strategic guidance from finance experts.
Launch screenshots from Product Hunt, Feb 2024
This service provides outsourced bookkeeping, tax preparation, and CFO advisory for startups and small businesses. It combines software tools for real-time expense tracking, cash flow modeling, and IRS-ready books with a US-based team of finance experts, including former CFOs and operators, who offer strategic guidance. The target audience is growth-driven startups and small businesses, typically founders and executives. It is positioned as a hybrid of people and software, with integrations to 10,000+ tools, and is delivered as a managed service with a free trial.
Key features
- Real-time expense tracking
- Cash flow scenario modeling
- IRS-ready books year-round
- Integrations with 10,000+ tools
- US-based advisory team
- Strategic guidance from CFOs
- Tax preparation and compliance
- CFO services and advisory
- No social media activity within the last 30 days
- Blog
- Partner program
- Referral program
- Marketplace
- Creative ads
- Startups
- SMB owners
- Executives founders