Pilot Restructures CFO Services with Enhanced Features and No Price Change, Elevating Value Across All Tiers
What happened
Between the Apr 1, 2025 and Jul 6, 2025 captures of Pilot's pricing page, Pulse recorded 3 changes: CFO Services section completely restructured with detailed feature lists. Basic tier now includes 'Custom financial model with strategic insights', 'Budget vs actuals variance analysis', 'Scenario planning model', 'Industry-specific KPI dashboard', and 'Monthly call with CFO'. Essentials tier adds 'Cash and runway optimization', 'Investor & board reporting support', 'Basic fundraising and M&A support', and 'Bi-weekly call with CFO'. Custom tier details expanded to include '13-Week Cash Flow Analysis', 'Compensation planning', 'Acquisition and GTM strategy', and 'Weekly calls'. Prices remain unchanged at $1,750/$3,150/$5,250 per month; Core bookkeeping plan enhanced to specify 'Cash- or accrual-based P&L' option (previously 'Monthly P&L'), giving customers explicit accounting method choice; Essentials bookkeeping plan clarified to specify 'Cash-based P&L' instead of generic 'Monthly P&L' based on bank and credit card activity. Pulse files it as a packaging change (package change, feature 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.
Pilot's previous recorded change was "Pilot Core Plan Price Slashed by 29% to $499/mo, Enhancing Value for Customers" (Q3 2024). Before that Pulse recorded "Pilot Updates R&D Tax Credit Pricing Model to 20% of Credit Received, Significantly Enhancing Value for Clients" (Q4 2023). Pilot has been tracked since 2023-11-19.
In the same window Sage, Quickbooks, Zoho 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.
- Basic · PackagingAdded
BeforeNo 'Custom financial model
After'Custom financial model
- — · FeatureFeature change
Core bookkeeping plan enhanced to specify 'Cash- or accrual-based P&L' option (previously 'Monthly P&L'), giving customers explicit accounting method choice
- — · FeatureFeature change
Essentials bookkeeping plan clarified to specify 'Cash-based P&L' instead of generic 'Monthly P&L' based on bank and credit card activity
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| Basic | Packaging | No 'Custom financial model | 'Custom financial model | Added |
| — | Feature | Core bookkeeping plan enhanced to specify 'Cash- or accrual-based P&L' option (previously 'Monthly P&L'), giving customers explicit accounting method choice | Feature change | |
| — | Feature | Essentials bookkeeping plan clarified to specify 'Cash-based P&L' instead of generic 'Monthly P&L' based on bank and credit card activity | Feature change | |
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 Apr 1, 2025 and Jul 6, 2025; the change is marked on the page, where 'Custom financial model now appears.
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Pilot, pricing history
Full history- Apr 3, 2026packagingPilot: adds free trial CTA, AI bookkeeping features, and 10x higher expense cap on Essentials
- Jan 12, 2026decreasePilot Announces Major Price Drop: Core Plan Now Starts at $299/Month, 40% Reduction
- 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 · this change
- 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
Across Finance & Accounting in the same window
All Finance & Accounting changes- 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
- ZohoJan 11Zoho Sprints Premier Plan Enhances Features with New Layout Rules Addition
- 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 July 2025?
No list-price increase was recorded between Apr 1, 2025 and Jul 6, 2025. The change Pulse detected was a packaging change: package change, feature change.
What changed on Pilot's pricing page between Apr 1, 2025 and Jul 6, 2025?
Basic packaging: No 'Custom financial model → 'Custom financial model, added; Core bookkeeping plan enhanced to specify 'Cash- or accrual-based P&L' option (previously 'Monthly P&L'), giving customers explicit accounting method choice; Essentials bookkeeping plan clarified to specify 'Cash-based P&L' instead of generic 'Monthly P&L' based on bank and credit card activity. Pulse compared the captures it took on Apr 1, 2025 and Jul 6, 2025; 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; the previous change was "Pilot Core Plan Price Slashed by 29% to $499/mo, Enhancing Value for Customers" in Q3 2024; Pilot has been tracked since 2023-11-19.