T
TAI tax research with cited answers from Checkpoint content for tax professionals
Contact
Bloomberg Tax vs Pilot
Pricing, features, platforms and who each one suits — side by side.
B
Choose Bloomberg Tax if…
- you're in its core audience: tax professionals, accountants
P
Choose Pilot if…
- you want to trial it before paying
- you're in its core audience: startup founders, small business owners
Side by side
Feature Bloomberg Tax Pilot
Pricing modelContact for pricingFree trial
Starting price—$99/mo
Free plan
Free trial
API
Open source
Data retention—Kept until deletion request; tax data at least seven years
Bill pay—
QuickBooks/Xero sync—
Reconciliation—
Forecasting—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyBloomberg Tax & AccountingPilot.com, Inc.
Based in—United States
Founded——
Part of——
Key features
B Bloomberg Tax
- Bloomberg Tax Answers generative AI tool for tax questions
- AI Assistant within the research platform
- Tax research content for professionals
- AI tools included at no additional charge
P Pilot
- AI transaction categorization and account reconciliation
- Monthly book close with financial reports
- AI answers about past transactions and cash flow
- Cash flow scenario modeling
- US-based dedicated bookkeeping team
- Business tax filing and R&D credit services
- Fractional CFO advisory and fundraising support
- Outsourced payroll, AP, AR and stock administration
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Bloomberg Tax
SubscriptionCustom
Pilot
Bookkeeping Essentials$99/month
Bookkeeping CoreContact sales
Bookkeeping CustomCustom
Tax - Single Member LLCFrom $1,000/year
Tax - Partnerships & S-CorpsFrom $2,000/year
Tax - C-CorpsFrom $2,450/year
CFO BasicFrom $1,750/month billed annually
CFO EssentialsFrom $3,150/month billed annually
CFO CustomFrom $5,250/month billed annually
Operations StarterFrom $750 one-time
Operations EssentialsFrom $850/month
Strengths and limitations
Bloomberg Tax
- Generative AI tools included at no additional charge
- Backed by Bloomberg Tax & Accounting research content
- No public pricing; you have to contact sales
- AI features available only to subscribers
Pilot
- Entry bookkeeping plan priced at $99/month
- Pricing for tax, CFO and operations services is published
- Combines AI tooling with US-based bookkeepers and CFOs
- Free tax extension included in tax plans
- Tax and operations plans must be bought with Pilot Bookkeeping
- Core and Custom bookkeeping prices require contacting sales
- CFO plans start at $1,750/month
- Not a public accounting firm, so it does not provide licensed CPA services
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy