I
IGuided tax filing software with AI answers and optional help from tax experts
Freemium
Pilot vs Trustmi
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 Trustmi if…
- you're in its core audience: finance and ap teams, cisos and security teams
Side by side
Feature Pilot Trustmi
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 yearsStored until deleted; stale data proactively deleted at end of lifecycle
Security and compliance—SOC 2, GDPR, CCPA
Bill pay
QuickBooks/Xero sync—
Reconciliation—
Payment fraud checks—
Forecasting—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingSecurity & Fraud
CompanyPilot.com, Inc.Trustmi Networks Ltd.
Based inUnited StatesIsrael
Founded——
Part of——
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 Trustmi
- Real-time SAFE / UNSAFE verdict on payments
- Automatic blocking of unsafe payments
- Detection of BEC, VEC, account takeover and impersonation
- Cross-system signals from email, ERP, AP and P2P
- Automated vendor and bank account validation
- AI agents for payment diligence tasks
- Nacha ACH fraud monitoring and audit support
- 30+ native integrations
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
Trustmi
Contact for pricing. Plan details aren't published.
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
Trustmi
- Covers the whole flow, from vendor onboarding to payment execution
- SOC 1, SOC 2, GDPR and CCPA compliance listed
- 30+ native integrations that do not require workflow changes
- Gives a single SAFE / UNSAFE decision instead of a stream of alerts
- No public pricing; you must book a demo
- No free trial or self-serve plan mentioned
- Built for enterprises, not small businesses
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy