Pilot is a US-based financial services firm focused on startups and growing companies, offering bookkeeping, tax, and CFO services. They are recognized as the largest startup-focused accounting firm in the US, with over 300 employees, including accountants and tax specialists. Pilot caters to various sectors such as consumer brands and professional services, providing customized accounting solutions. Their services range from financial statement preparation to tax filings and R&D tax credit claims. Pilot's tech-forward approach integrates deep with client tools for seamless operation. They also offer scalable support for businesses at any growth stage, from small startups to larger companies.

Pilot

Accounting, CFO, and tax services for startups and growing businesses.

CFO toolbox

Tesorio offers a Cash Flow Performance Suite that enhances how businesses handle their accounts receivable (AR) processes. By automating collections, it improves days sales outstanding (DSO) and increases cash flow from balance sheets. Tesorio integrates with existing ERPs and other data sources, providing a unified view for financial decisions and operations. The platform allows for quick implementation, promising ROI within three months. With real-time insights and streamlined payment handling, it empowers teams to focus on strategic work and improve client interactions. Tesorio's solution helps in accurately predicting cash flow, improving customer satisfaction, and automating cash application.

Tesorio

Tesorio streamlines AR processes, improves cash flow and DSO automation.

Runway offers a modern finance platform that simplifies business planning and forecasting. It integrates with accounting, HRIS, and data warehouses to update forecasts automatically with the latest actuals, removing the need for repetitive manual updates. Its user-friendly modeling is significantly simpler than Excel, enhancing scalability and traceability. The software has a unique feature called Plans which allows for contextual understanding of financial changes and easy manipulation of variables. Additionally, Runway supports scenario comparison directly within the platform and provides tools for creating dynamic board updates and dashboards. The company is currently inviting early users to access their system.

Runway

Business financial planning platform with modern, intuitive, automated modeling tools.

Causal is a platform designed to expedite and simplify the creation and automation of financial models, business plans, board reports, and forecasts. Primarily catered to finance professionals, CFOs, startups, CEOs, executives, operations, and HR, the tool enables real-time collaboration and sharing of financial models, with users able to publish their first model in less than 30 minutes. It offers templates, reduces manual processes, and is faster and simpler to use compared to traditional spreadsheets. With global company adoption and integration possibilities, Causal is paving the way for efficient, data-driven decision-making from seed stage companies to IPO-level enterprises.

Causal

Financial modeling and scenario planning platform for various businesses.

Brightflow AI equips business owners with forecasting and financing tools, enabling data-backed decisions for growth. It provides accurate predictions of cash inflows/outflows, integrates with platforms like Shopify, Amazon, QuickBooks, and offers real-time analytics. Their platform consolidates financial data, offering instant cash flow forecasts, business analytics, and new financing solutions. It appeals to users for its ease of use, reducing the complexity of financial management with user-friendly tools. Customers praise Brightflow AI's innovation, comprehensive reporting, and the convenience of having all solutions in a single platform designed for non-financial experts to navigate financial intricacies effortlessly.

Brightflow

Brightflow AI offers financial forecasting, analytics, and financing tools integration.

Mosaic is a strategic finance platform offering comprehensive integrations and planning tools. It connects directly to various systems like ERP, CRM, and data warehouses, simplifying financial data analysis and reporting. With over 30 prebuilt integrations and facilities for custom data uploads, Mosaic provides real-time insights using 150+ metrics and customizable reporting templates. It features advanced financial modeling, including 3-statement connected models and unlimited scenario planning. By automating data consolidation, it enables teams to focus on strategy and decision-making. Its collaborative platform is designed for finance professionals to unlock data-driven decision-making and plan effectively for various outcomes.

Mosaic

Strategic financial planning platform with data integrations and analytics tools.

Bitwave is an enterprise-level platform specializing in the automation of accounting, tax, and compliance for digital assets. It supports businesses by integrating with major accounting software, blockchain technologies, custodial wallets, DeFi protocols, exchanges, and multi-signature wallets. Bitwave assists with accurate GAAP/IFRS reporting, streamlines payment processes through crypto-invoicing, and provides strategies for optimizing taxes and inventory management. The platform enhances productivity by automating transaction categorization, internal transfer detection, DeFi activity monitoring, and NFT transaction tracking. Aimed at enabling business growth and financial control in the digital economy, Bitwave promises decreased manual labor, tax savings, and unified asset data visualization.

Bitwave

Digital asset management for tax, accounting, and financial compliance.

Midday streamlines business operations with automation, providing insights into financial performance and simplifying mundane tasks. Users can connect to over 20,000 banks in 33 countries, allowing for a comprehensive view of finances. Midday features include automatic receipt-to-transaction mapping, advanced time tracking for project management, secure file storage, and an AI-driven virtual CFO for financial inquiries. This enables businesses to understand expenses, track revenue patterns, and improve overall efficiency. Its upcoming invoice solution promises web-based invoicing, live collaboration, and project sync. Midday's goal is to make business management less stressful and more productive.

Midday

Automates business tasks, offers insights, connects to banks, secure file storage.

Pigment is a business planning platform that enables organizations to budget, forecast, and create flexible plans. It offers real-time data consolidation, allowing for dynamic modeling that evolves with company growth. Pigment's tools are designed to reduce manual data preparation, ensuring data integrity, and fostering collaboration. The platform supports running what-if scenarios and integrates with various tech stacks to maintain data accuracy and streamline tasks. Aimed at finance, sales, and HR teams, Pigment's solutions are adaptable across industries, helping companies manage and future-proof their businesses with improved strategic decisions and operational efficiency.

Pigment

Pigment provides dynamic business planning and real-time data consolidation tools.

Bookkeeping

Doola provides a comprehensive solution for forming and maintaining US businesses, including LLCs, C Corps, and DAO LLCs, tailored for both US and non-US residents. They offer services like company formation, obtaining an EIN, registered agent services, annual state filings, federal tax filings, and personalized account management. Doola's platform simplifies compliance and legal procedures to ensure businesses meet all regulatory requirements. They also include tools such as doola Books for bookkeeping and doola Taxes for tax filings. Their aim is to help founders focus on growing their business by handling bureaucratic hurdles and providing dedicated support.

Doola

Starts, manages US businesses for global clients, including compliance, bookkeeping.

Fondo is an all-in-one accounting solution, targeting busy startup founders. It offers streamlined bookkeeping, tax filing, including Delaware Franchise Tax, Federal & State Corporate Income Taxes, and maximizes cash back through various tax credits like R&D and ERTC. With Fondo, startups can efficiently track metrics, analyze campaign results, and receive accurate financial reporting. For $1, the service will handle the filing of Delaware Franchise Tax before the deadline. Fondo's platform also aids in making informed business decisions by providing custom reports. They emphasize the ease of their service to save time and improve startup business operations.

Fondo

All-in-one accounting, tax, and analytics platform for startups.

Firstbase offers a comprehensive platform for launching and managing a US business from anywhere in the world. They streamline company incorporation, provide growth tools, maintain compliance, and support with 24/7 customer service. Firstbase eliminates paperwork, legal complexities, and offers options like LLC or Corporation setup, state registration guidance, and swift bank account opening without requiring an EIN upfront. They ensure ongoing compliance, offer accounting services, a US address, and access to a suite of business tools with one-click applications. Their transparent pricing, dedicated support, and money-back guarantee make starting a company accessible and straightforward for global entrepreneurs.

Firstbase

Firstbase simplifies US business formation and compliance online globally.

Every.io provides a comprehensive back-office platform for startups and businesses, integrating banking, payroll, bookkeeping, and taxes into one seamless service. With FDIC insurance via partnerships and AI-driven bookkeeping, the platform offers real-time financial insights. It includes modern payroll solutions, HR support, and benefits management. AI autopilots help reduce administrative workload, enhancing efficiency. Every.io aims to simplify operations for founders, enabling them to focus on their core business. The platform promotes ease of use and quick setup, aiming to remove friction encountered with traditional financial services and HR solutions.

Every.io

Comprehensive back office solution: banking, payroll, bookkeeping, taxes, AI assistance.

Tax credits claims

MainStreet is a platform that offers businesses an AI-powered system to maximize savings by uncovering applicable tax credits within minutes. They specialize in making the complexities of the IRS tax code accessible and manageable for businesses, ensuring compliance and accuracy. Their team of experts, including CPAs and tax specialists, assists companies in navigating tax credits without the need for in-depth tax knowledge. MainStreet simplifies the process with a quick sign-up and handles the claiming of credits, making the pursuit of tax savings effortless for business owners. They prioritize legal adherence and have a history of audit-free assistance.

MainStreet

AI-enhanced system optimizing business tax credits and compliance effortlessly.

Tax preparation

Wealthsimple is a financial company providing easy online access to investing and saving tools. With options for custom-tailored portfolio management and self-directed stock and ETF trading without commissions, the platform tailors to various financial needs and goals. They extend support with expert advice and transparent practices to over 3 million Canadians. Wealthsimple promotes low fees and high-interest savings accounts, aiming to democratize traditionally exclusive investment opportunities to a broader audience. Their suite includes high-interest chequing accounts, often offering higher yields than traditional banks, alongside a clear-cut business model that aligns their success with their clients'.

Wealthsimple

Wealthsimple offers investing, saving, trading, and crypto services commission-free.

Taxfix

Online tax return service offering expert guidance and digital convenience.

Origin is a financial management platform that consolidates tracking, planning, and investing in one place. Users can assess their complete financial picture, receive personalized recommendations for budgeting and savings, and get real-time, AI-powered planning assistance with Sidekick. Origin also provides direct access to Certified Financial Planners for tailored advice. Their investment arm, Origin Invest, offers automated investing with no advisory fees and an expense ratio of 0.00%. The service aims to replace fragmented and expensive financial tools with an integrated solution for $12.99 per month, offering a 30-day free trial without requiring a credit card.

Origin

Origin simplifies finance with advice, tracking, saving, and investment.

CoinTracker is a cryptocurrency tax reporting and tracking platform, enabling users to easily integrate their crypto wallets and exchanges for swift tax report generation. Catering to over 2 million users, CoinTracker simplifies the complex process of crypto tax filing by considering all possible scenarios. Its user-friendly interface, comprehensive support for cryptocurrencies, and seamless TurboTax integration make it a favorite among individual investors. CoinTracker not only provides portfolio tracking but also year-round tax assistance. Users can begin with a free plan and upgrade to gain advanced tax reporting features. It's lauded for its time-saving capabilities, automated DeFi transaction detection, and robust security measures.

CoinTracker

Cryptocurrency tax reporting with wallet and exchange integration solution.

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