I
IGuided tax filing software with AI answers and optional help from tax experts
Freemium
Pilot vs Thomson Reuters Checkpoint Edge
Pricing, features, platforms and who each one suits — side by side.
P
Choose Pilot if…
- you want to trial it before paying
- you're in its core audience: startup founders, small business owners
T
Choose Thomson Reuters Checkpoint Edge if…
- you need an API to build on
- you're in its core audience: tax professionals, small and mid-market cpa firms
Side by side
Feature Pilot Thomson Reuters Checkpoint Edge
Pricing modelFree trialContact for pricing
Starting price$99/mo—
Free plan
Free trial
API
Open source
Data retentionKept until deletion request; tax data at least seven yearsPer enterprise records retention schedule, varies by Service and record type
Bill pay—
QuickBooks/Xero sync—
Reconciliation—
Forecasting—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyPilot.com, Inc.Thomson Reuters Corporation
Based inUnited StatesCanada
Founded—2008
Part of—The Woodbridge Company
Key features
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
T Thomson Reuters Checkpoint Edge
- AI tax answers grounded in Checkpoint content
- Citations showing the source of each answer
- Document upload and summarization
- Shared workspaces for team collaboration
- Workflow automation for everyday tax tasks
- Tax and accounting APIs through the Thomson Reuters developer portal
Plans and prices
From each vendor's site. Prices change — confirm before buying.
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
Thomson Reuters Checkpoint Edge
CoCounsel Tax EssentialsCustom
Strengths and limitations
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
Thomson Reuters Checkpoint Edge
- Answers come with citations to authoritative Checkpoint content
- The Essentials plan is designed for firm-wide use
- Users can be upgraded as firm needs grow
- No prices published; pricing requires contacting sales
- Essentials is capped at 20 citation-backed answers per user per week
- Checkpoint Edge is not listed among the products offering free trials or demos
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy