Pilot

Getting 30 months of catchup books done in your sleep sounds too good to be true. Unless you're Ben Kocher, MBA. In Episode 4 of Behind the Books, hear how Ben used Meridian AI to reconcile thousands of transactions, all while he was fast asleep. https://lnkd.in/gk25DPyW

Every so often, a one-off project comes along that nobody at the firm has time for. A rogue client request, an unexpected messy onboarding cleanup, a folder filled with hundreds of random receipts that need to be processed. Meridian AI is built to handle this type of complex work, saving hours of time (sometimes even days). Tell it what you're trying to accomplish, giving it the data, the files, and the context, then boom, your job’s done. Learn more about Meridian AI here: https://lnkd.in/gjDvicfd

Knowing how to log a journal entry is great. Knowing how to reconcile is essential. While the basics are essential, the skills accountants need today are vastly different from the skills from 5 years ago. Hear about how the industry is adapting to AI in Behind the Books: https://lnkd.in/gXANFpBz

The original hypothesis for Pilot, when we started 10 years ago, was: is it possible to automate the month-end close? It was an exciting problem because, if you can do it, you have a foundational capability that can transform not just CAS but advisory, tax, and other services built on top of the books and derived financials. The automation built within the four walls of Pilot is now available to other firms as Meridian. Hear why we built Meridian from Jessica McKellar on Episode 3 of Behind the Books: https://lnkd.in/gFakhDPT

Most accounting firms are already using AI, but they're using it in a separate window, with Claude or ChatGPT in one tab and QuickBooks in another, copying and pasting between them. This costs accountants 5 hours a week (more than half of a workday) before they can even start the client work. That's why we created a free QuickBooks Connector that lets you read and write from your favorite AI tool into QuickBooks. See what you can do with it: https://lnkd.in/gYs3dYyh

Lessons from Scaling AI: one of the panels we're most excited about at MIT AI Conference. This year's theme is "Age of Agency". Five sharp perspectives on what actually happens after the pilot: - Umair Khan, Founding Partner at Mentor's Fund - Anna Sun, Co-founder of Nowadays - Jessica McKellar, Co-Founder & CEO of Pilot - Sara Hooker, Founder & CEO of Adaptation - Selin Kocalar, Co-Founder & COO of Delve Expect a candid conversation about what breaks when AI systems move from demo to deployment, and what these builders would do differently now that they know better. This is the kind of session that makes the whole day worth it. Oct 17, 2026 at the Computer History Museum, Mountain View, CA. Register today! Don't miss out! https://luma.com/mitai2026 Special thanks to our Gold Sponsors: Goodwin, Legaleez and Woodside Capital Partners. #MITAIConference #AgeOfAgency #MITAS #AgenticAI #MIT

Your accounting firm has its own way of doing things. You like your processes to go a certain way. You like your work documents in a specific format. And you like your templates as they are. With Meridian, you get to use AI and get the work done exactly how you like it. Watch the full episode here: https://lnkd.in/gJanDjfw

What do Pilot.com and race cars have in common? They both help founders go VRROOOMMMM! 🏎️💨 Last Friday, Sarina Regehr co-hosted an amazing group of founders and partners on behalf of Pilot.com for a private supercar experience on the Sonoma Raceway! Thank you to our incredible partners at Channl, 12 Scrappy Founders, Rho, Deel, and Corgi for making it happen.

Having a job in accounting used to mean endless spreadsheets, checking the same numbers 100x, and having an unhealthy relationship with QBO. AI is changing that and up-leveling the profession as we know it. Watch the full episode here: https://lnkd.in/gJanDjfw