
TIFIN Wealth
AI-powered platform enhancing financial advisory services with personalized investment solutions.

Accounting, tax, and CFO services for startups and small businesses, combining smart tools with expert guidance.

Pilot offers a comprehensive suite of financial services tailored for startups and small businesses. It blends software automation with expert human guidance to manage bookkeeping, tax preparation, and CFO-level advisory. The platform automates transaction categorization and account reconciliation, while US-based bookkeepers handle complex accounting tasks and reporting. Pilot's value proposition centers on providing real-time financial insights through intelligent dashboards, enabling businesses to track expenses, model cash flow scenarios, and make informed decisions. It includes services like accrual accounting, custom chart of accounts, and financial modeling for securing capital and exit planning. Pilot integrates with various business tools for seamless data flow, providing a complete back-office solution.
Pilot offers a comprehensive suite of financial services tailored for startups and small businesses.
Explore all tools that specialize in generate financial reports. This domain focus ensures Pilot delivers optimized results for this specific requirement.
Explore all tools that specialize in automate accounting processes. This domain focus ensures Pilot delivers optimized results for this specific requirement.
Explore all tools that specialize in bookkeeping. This domain focus ensures Pilot delivers optimized results for this specific requirement.
Explore all tools that specialize in handle business accounting tasks. This domain focus ensures Pilot delivers optimized results for this specific requirement.
Transition from cash-based to accrual-based accounting for a more accurate view of financial performance.
Customizable dashboards to track key performance indicators (KPIs) relevant to business growth and profitability.
Scenario planning tools to model different cash flow scenarios and predict financial outcomes.
Development of detailed financial projections for fundraising or strategic planning purposes.
Expert guidance on tax strategies to minimize tax liabilities and maximize savings.
Handling all aspects of AP/AR, from invoice processing to payment collection, optimizing cash flow and vendor relations.
1. Initial consultation to understand business goals and current financial processes.
2. Account setup, including connecting bank accounts, credit cards, and other financial data sources.
3. Data migration and reconciliation of historical financial data.
4. Customization of chart of accounts and financial reporting templates.
5. Training on accessing and interpreting real-time financial dashboards and reports.
6. Introduction to dedicated bookkeeping and CFO advisory team members.
7. Ongoing support and communication through in-app messaging, email, and phone.
All Set
Ready to go
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AI-powered platform enhancing financial advisory services with personalized investment solutions.

One account for all things business.

Integrated tax and accounting software for professionals.

Automated sales tax compliance for growing businesses.

Simplifying tax filing for individuals and businesses.

Provides outsourced bookkeeping, accounting, and operational services, enabling businesses to focus on revenue growth.