Pilot
Pilot automates your bookkeeping, manages tax compliance and R&D credits, and provides fractional CFO guidance to extend your runway.
Proven Score
Emerging. Ranked #2 of 2 researched vendors in Bookkeeping & tax. Checked 2026-10-21.
Evidence
| Founded | 2017 (9 years) source |
| Market standing | Private, valued $1B+. Valued at $1.2B (extended Series C, March 2021) source |
| Clients named by the vendor | 6, of which 0 are public companies or major institutions |
| Clients verified on Proven | 5 (CRM sync or Crossbeam) |
| Trusted networks | 113 investor, bank and government networks (shown, not scored) |
Clients named by the vendor
| Client | Caliber | Source |
|---|---|---|
| Bolt | $1B+ private company or top investor | vendor page |
| Syncari | Named client | vendor page |
| Bullpen | Named client | vendor page |
| Healium | Named client | vendor page |
| Element5 | Named client | vendor page |
| Hapily | Named client | vendor page |
Discounts for Proven network members
Startup Booster · Up to $7,500 value
$750 for your first year of tax filing and bookkeeping is free until you outgrow the program. Everything a newly incorporated startup needs to launch with clean financials. Built for : US-incorporated C-Corps and…
20% off Pilot Core for 6 months & 10% off CFO · Up to $8,500 value
Plus: If you're pre-revenue, take an additional $200/mo off Core or Custom. Best for : Startups and growing businesses that depend on accurate books to make operational decisions. Get the detailed insights and reporting…
💼 Small Business Booster · Up to $1,000 value
$1,000 tax filing + $10/month bookkeeping (normally $99/mo) | US entities only . Built for new small business owners who need affordable, hands-on support getting off the ground. What's included: Monthly bookkeeping . Federal + state tax filing (1040 + Schedule C) . Free onboarding to Pilot . Help setting up your bank account, credit card & payroll . Small business resource library + monthly webinars . ✅ Who qualifies: US business under 1 year old, under $15,001/month in expenses at signup . After your first year or if you exceed the expense limit, you'll move to the standard Pilot Essentials plan at $99/month. Tax complexity beyond standard returns billed after filing
See Pilot deals on Proven Deals
Members redeem through their investor or bank's Proven marketplace. Terms vary by network.
Competitors in Bookkeeping & tax
| Kruze Consulting | 52 |
| Pilot | 44 |
| Ravix Group | Score in progress |
| Zinance | Score in progress |
| AI-Powered Accounting by Zeni | Score in progress |
| Paro | Score in progress |
| Burkland | Score in progress |
| Attivo | Score in progress |
| Every | Score in progress |
| Punch Financial | Score in progress |
| Anrok | Score in progress |
| Escalon Services | Score in progress |
| Ignition Consulting | Score in progress |
| airCFO | Score in progress |
| Consero Global | Score in progress |
| Crunchfirm | Score in progress |
| Avalara | Score in progress |
| Graphite Financial | Score in progress |
| Neo.Tax | Score in progress |
| Countsy | Score in progress |
| Finance in a Box | Score in progress |
| Jumpstart | Score in progress |
| Launch Finance | Score in progress |
| Rivet | Score in progress |
| TaxTaker | Score in progress |
Source: Proven platform data, public records and vendor websites. Vendors cannot pay to change a score. Methodology. Updated 2026-10-21.