Pilot Updates R&D Tax Credit Pricing Model to 20% of Credit Received, Significantly Enhancing Value for Clients
What happened
Between the Nov 19, 2023 and Jan 15, 2024 captures of Pilot's pricing page, Pulse recorded one change: R&D Tax Credit pricing model changed from 2% of qualifying expenses to 20% of credit received. Pulse files it as a packaging change (add-on change) with a neutral direction. Pulse's latest capture (Jun 29, 2026) lists Bookkeeping Essentials at $99, Bookkeeping Core at $299, COO Essentials at $500, Tax for Single Member LLCs at $1,000 and CFO Basic at $1,750.
This is the first pricing-page change Pulse has recorded for Pilot. Pilot has been tracked since 2023-11-19.
In the same window Zoho, Xero, Sage, Quickbooks and Freshbooks also changed their Finance & Accounting pricing pages. Those moves are listed further down, and the Pulse Agent can compare them side by side.
- R&D Tax Credit · Add-onChanged
Before2% of qualifying expenses
After20% of credit received
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| R&D Tax Credit | Add-on | 2% of qualifying expenses | 20% of credit received | Changed |
Values as written on Pilot's public pricing page in the two captures Pulse compared; where the page states no number, the cells give the wording before and after.
Evidence
The two captures Pulse comparedFull-page captures of Pilot's pricing page (pilot.com) from Nov 19, 2023 and Jan 15, 2024; the change is marked on the page, where "2% of qualifying expenses" becomes "20% of credit received".
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The two full-page captures with this change marked up are free with an account.
Pilot, pricing history
Full history- Q3 2025packagingPilot Expands Offerings with Addition of COO Services to Main Service Lineup
- Q2 2025packagingPilot Restructures CFO Services with Enhanced Features and No Price Change, Elevating Value Across All Tiers
- Q3 2024decreasePilot Core Plan Price Slashed by 29% to $499/mo, Enhancing Value for Customers
- Q4 2023packagingPilot Updates R&D Tax Credit Pricing Model to 20% of Credit Received, Significantly Enhancing Value for Clients · this change
Across Finance & Accounting in the same window
All Finance & Accounting changes- ZohoJan 21Zoho Workerly Reduces Temp Add-On Pricing for 500+ Temps by 12% to $0.88 per Temp, Enhancing Cost Efficiency for Large Businesses
- XeroJan 14Xero Reduces Promotional Discount and Increases Early Plan Prices Significantly
- SageJan 12Sage Raises Payroll Premium Cost to $16.50 per Employee/Month Amid Other Pricing Changes
- QuickbooksJan 12Quickbooks Essentials and Advanced Plans See Significant Price Hikes Amid New AI Features and Increased Promotional Discounts
- FreshbooksJan 10Freshbooks Increases Promotional Discount to 75% Off for 3 Months While Reducing Free Trial Period to 7 Days
Questions about this change
Did Pilot raise prices in January 2024?
No list-price increase was recorded between Nov 19, 2023 and Jan 15, 2024. The change Pulse detected was a packaging change: add-on change.
What changed on Pilot's pricing page between Nov 19, 2023 and Jan 15, 2024?
R&D Tax Credit add-on: 2% of qualifying expenses → 20% of credit received, changed. Pulse compared the captures it took on Nov 19, 2023 and Jan 15, 2024; the before/after table above lists each item as written on the page.
How often does Pilot change its pricing?
Pulse recorded 0 other pricing-page changes for Pilot in the 90 days before this one; Pilot has been tracked since 2023-11-19.