
Pilot
Founded Year
2016Stage
Series C - II | AliveTotal Raised
$161.3MValuation
$0000Last Raised
$40M | 5 yrs agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+32 points in the past 30 days
About Pilot
Pilot provides back-office services, including bookkeeping and tax services, primarily for startups and small businesses. It offers bookkeeping, tax preparation, and advisory services to assist businesses in managing their finances. It caters to various sectors such as startups, consumer goods, law firms, and professional services. It was formerly known as Zapgram. It was founded in 2016 and is based in San Francisco, California.
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Pilot's Products & Differentiators
Bookkeeping
Pilot Bookkeeping helps SMBs complete the monthly close process to generate financial statements needed to track the business' growth.
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Expert Collections containing Pilot
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Pilot is included in 4 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,297 items
SMB Fintech
2,003 items
Fintech
9,809 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Fintech 100
749 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Latest Pilot News
Sep 30, 2025
MIAMI, FL, UNITED STATES, September 30, 2025 / EINPresswire.com / -- U.S. organizations are increasingly reassessing how they manage tax preparation & bookkeeping for tax filing and year-round financial documentation. Although in-house teams remain central to many companies, a noticeable shift is taking place toward outsourced solutions to manage complex reporting and compliance tasks. Tax preparation and bookkeeping have moved beyond seasonal duties to become structured, continuous functions that require accuracy, consistency, and accessible recordkeeping. While manual tracking, spreadsheet management, and internal reviews continue to be common, the growing complexity of regulations and faster reporting demands are prompting businesses to adopt more efficient and dependable systems. Companies such as IBN Technologies, Bench, and Pilot are at the forefront of supporting this transformation, helping businesses streamline processes without disrupting current workflows. By employing organized methods and structured procedures, organizations can lower the risk of errors, maintain regulatory compliance, and ensure continuity in financial records. This shift relieves internal workload pressures while raising the standard for operational efficiency, accuracy, and long-term financial stability across U.S. businesses. Simplify your compliance and bookkeeping with expert tax resolution services. Get a Free Consultation: https://www.ibntech.com/free-consultation-for-tax-return/ Rising Documentation Challenges and Compliance Pressures Inflationary pressures are driving businesses to adjust financial management strategies to remain productive and compliant in challenging conditions. 1. Financial records fragmented across disconnected systems 2. Incomplete documentation slowing business tax preparation services processes 3. Ever-changing IRS regulations increasing internal compliance pressure 4. Staff and resource strain during busy document preparation periods 5. Lack of trained personnel handling complex compliance tasks 6. High chances of manual errors during quarterly and year-end cycles 7. Limited access to real-time tax data for executives 8. Departmental stress heightened during audits due to non-standardized files To meet these evolving challenges, businesses are increasingly leveraging structured outsourcing services that understand ongoing and seasonal documentation needs. Tax preparation and bookkeeping professionals are now trusted partners for organizations seeking to minimize delays, comply with regulations, and maintain accurate financial records. These providers enable continuous documentation management, allowing business owners to concentrate on their core operations without compromising compliance. Providers also offer specialized tax management services to streamline reporting and minimize risk. Structured Workflows Elevate Financial Accuracy Experts in the financial services industry have introduced targeted support systems designed to streamline documentation while limiting internal team strain. ✅ Quarterly reviews maintain audit-ready, accurate documentation ✅ Year-round bookkeeping ensures rapid access to organized tax data ✅ Filing timetables are proactively managed to prevent bottlenecks ✅ Routine audits confirm completeness prior to submission ✅ Expense tracking is simplified via organized ledger systems ✅ Custom reports offer immediate insights for finance executives ✅ Form reviews reduce errors and limit revisions ✅ Multi-location operations receive reconciled records for all entities Organizations leveraging experienced consultants realize the advantages of structured planning and execution. Early engagement with tax preparation and bookkeeping services supports smoother submissions and minimizes disruptions. Companies outsourcing these functions in Pennsylvania and other comparable markets achieve enhanced documentation consistency. Providers deliver expert-led financial management, ensuring structured processes supported by professional guidance and industry expertise. These firms also provide comprehensive tax bookkeeping services for seamless financial oversight. Optimized Tax Filing Through Expert Outsourcing Enterprises across Pennsylvania are benefiting from improved tax consistency and audit readiness by utilizing outsourced tax preparation and bookkeeping solutions. With methodical documentation and expert support, tax processes are more efficient, enabling businesses to complete cycles smoothly. Companies now achieve streamlined operations and confident compliance, reinforced by organized and dependable review systems. ✅ Timely and accurate submissions minimize interest penalties ✅ Complex entity filings are simplified by industry-specialized teams ✅ Multi-state filing accuracy is strengthened for distributed organizations These results illustrate that outsourced tax preparation and bookkeeping deliver more than operational convenience—they ensure reliable, repeatable performance throughout tax seasons. Providers deliver structured filing cycles, comprehensive documentation, and expert oversight. With professional support, Pennsylvania firms remain fully prepared while advancing with confidence and clarity. Organizations increasingly rely on tax outsourcing services to reduce internal strain and maintain consistent compliance. Future-Ready Compliance Through Outsourced Expertise As regulatory pressures intensify and reporting cycles accelerate; U.S. companies increasingly treat tax preparation and bookkeeping as a strategic imperative rather than an optional support function. Analysts note that firms collaborating with experienced service providers, such as IBN Technologies, can maintain accurate, year-round financial records while easing the load on internal teams. By deploying structured workflows, meticulous documentation, and proactive oversight, these organizations remain ahead of compliance obligations, reduce errors, and achieve uninterrupted filing cycles, creating a sustainable template for operational efficiency. Industry commentators emphasize that firms adopting outsourced financial support are well-positioned for resilient growth. Proactive organizations now prioritize continuous oversight, real-time financial reporting, and audit-ready documentation, allowing internal finance teams to dedicate resources to strategic initiatives while external experts ensure compliance and accuracy. This trend reflects a larger shift toward professionalized, structured financial management, signaling that outsourcing is more than a tactical solution—it is a forward-thinking strategy for maintaining accuracy, consistency, and long-term stability. Related Services: Outsource Payroll Processing Services: https://www.ibntech.com/payroll-processing/ Outsource Bookkeeping Services: https://www.ibntech.com/bookkeeping-services-usa/ About IBN Technologies IBN Technologies LLC is a global outsourcing and technology partner with over 26 years of experience, serving clients across the United States, United Kingdom, Middle East, and India. With a strong focus on Cybersecurity and Cloud Services, IBN Tech empowers organizations to secure, scale, and modernize their digital infrastructure. Its cybersecurity portfolio includes VAPT, SOC & SIEM, MDR, vCISO, and Microsoft Security solutions, designed to proactively defend against evolving threats and ensure compliance with global standards. In the cloud domain, IBN Tech offers multi-cloud consulting and migration, managed cloud and security services, business continuity and disaster recovery, and DevSecOps implementation—enabling seamless digital transformation and operational resilience. Complementing its tech-driven offerings, IBN Tech also delivers Finance & Accounting services such as bookkeeping, tax return preparation, payroll, and AP/AR management. These are enhanced with intelligent automation solutions like AP/AR automation, RPA, and workflow automation to drive accuracy and efficiency. Its BPO Services support industries like construction, real estate, and retail with specialized offerings including construction documentation, middle and back-office support, and data entry services. Certified with ISO 9001:2015 | 20000-1:2018 | 27001:2022, IBN Technologies is a trusted partner for businesses seeking secure, scalable, and future-ready solutions. Pradip IBN Technologies LLC sales@ibntech.com Visit us on social media: LinkedIn Instagram Facebook YouTube X Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Pilot Frequently Asked Questions (FAQ)
When was Pilot founded?
Pilot was founded in 2016.
Where is Pilot's headquarters?
Pilot's headquarters is located at 353 Sacramento Street, San Francisco.
What is Pilot's latest funding round?
Pilot's latest funding round is Series C - II.
How much did Pilot raise?
Pilot raised a total of $161.3M.
Who are the investors of Pilot?
Investors of Pilot include Index Ventures, Sequoia Capital, Whale Rock, Bezos Expeditions, Authentic Ventures and 23 more.
Who are Pilot's competitors?
Competitors of Pilot include MainStreet, Pennylane, Bench, Fondo, Marcum and 7 more.
What products does Pilot offer?
Pilot's products include Bookkeeping and 4 more.
Who are Pilot's customers?
Customers of Pilot include Pinch of Yum, Medcorder, Online Stampede, Trash and Passage AI.
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Compare Pilot to Competitors
Bookkeeper360 is a financial technology company that provides bookkeeping, accounting, and advisory services for small to medium-sized businesses. The company offers various financial solutions including accounting, payroll, tax, and advisory services, supported by software that delivers financial dashboards and insights. Bookkeeper360 serves sectors such as eCommerce, SaaS, service industries, healthcare, real estate, nonprofit, and cryptocurrency. It was founded in 2012 and is based in Woodbury, New York.
Zeni is a financial technology company that provides bookkeeping and financial management services. The company offers products, including receipt analysis, transaction reconciliation, vendor verification, bill payments, reimbursements, and a business checking account. Zeni also provides CFO services, tax advisory, and payroll management to assist businesses in their financial planning and compliance. It was founded in 2019 and is based in Palo Alto, California.

Digits operates within the financial software industry, providing an accounting platform that includes artificial intelligence bookkeeping, financial insights, invoicing, and bill payments, aimed at startups and small businesses. Digits serves both the startup ecosystem and the small business sector with its accounting solutions. It was founded in 2018 and is based in San Francisco, California.
SALAMNDR Group provides financial guidance and operational CFO services for startups. Its offerings include building finance organizations, financial modeling, fundraising strategy, and creating key performance indicators and processes. The company primarily serves startups at the Pre-Seed to Series A stages, offering a flat fee for CFO services without the unpredictability of hourly rates. It was founded in 2019 and is based in Charlotte, North Carolina.
Finaloop specializes in e-commerce accounting software and services and focuses on providing financial reconciliation and bookkeeping for direct-to-consumer (DTC), multichannel, and wholesale businesses. The company offers a solution that replaces traditional accounting software, bookkeepers, and tax CPAs. It was founded in 2019 and is based in Brooklyn, New York.

Docyt offers AI-powered bookkeeping software within the financial technology sector. Its platform includes automated bookkeeping workflows, month-end closing, expense management, revenue reconciliation, and real-time financial reporting. Docyt serves small to medium-sized businesses, franchises, and accounting firms. It was founded in 2016 and is based in Santa Clara, California.
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