N
NEquals vs Pilot
Pricing, features, platforms and who each one suits — side by side.
E
Choose Equals if…
- you work on Slack
- you're in its core audience: finance teams, revenue operations
P
Choose Pilot if…
- you want the lower entry price ($99/mo vs $2000/mo)
- you're in its core audience: startup founders, small business owners
Side by side
Feature Equals Pilot
Pricing modelFree trialFree trial
Starting price$2000/mo$99/mo
Free plan
Free trial
API
Open source
Data retention—Kept until deletion request; tax data at least seven years
Formula generation—
Live data connectors—
Shareable dashboards—
PlatformsWeb, SlackWeb
CategorySpreadsheetsFinance & Accounting
CompanyEquals Technologies, Inc.Pilot.com, Inc.
Based in—United States
Founded——
Part of——
Key features
E Equals
- Managed Snowflake warehouse with synced source data
- Salesforce connector with CRM writeback
- Natural-language answers that show formulas and source queries
- Pre-built ARR, NRR, pipeline and forecast dashboards
- Scheduled metric updates to Slack or email
- Live charts and tables embedded in Notion or Coda
- MCP connection for external AI agents
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.
Equals
Essential$24k/year
Business$36k/year
Enterprise$60k/year
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
Equals
- Every plan includes unlimited seats
- AI answers show the formulas and source queries behind them
- Includes a managed warehouse, so no separate data stack is needed
- Free trial tailored to each customer
- Plans start at $24k per year
- AI usage beyond the included monthly spend is billed separately
- Writeback and SSO are only on the higher plans
- Additional connectors cost $199–$699/mo each
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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