danthe

Hey, thanks for this. What's the best way to contact you?

Can you clarify a bit more when you say you reconcile "outside of QBO"? Does this mean you're keeping track of reconciled items in a separate system and not in QBO? In QBO if an invoice payment is reconciled I can see which bank transaction it has been associated with; will this be the case with Pilot?

For example if I get a pdf bill in my inbox for some saas subscription, how does the pdf make it into QuickBooks? @wdaher is implying you need to be using bill.com, so I'm concluding that you need to get the bill into bill.com.

Another case is do they do expense accruals? E.g. i don't get my utilities bill until middle of the month. The right way to account for that is to accrue the expense for the previous month and reverse the journal entry on the 1st of the following month. How does Pilot automate expense accruals cases (same question for revenue)?

Is reconciliation done also automatically or is there a person checking every bank transaction and confirming the reconciliation? Afaik quickbooks doesn't offer a reconciliation API, but also I would be skeptical about not having a human confirm every transaction reconciled.

What is the extent of their automation? Do they really do accrual accounting? It seems their customer base is companies that only accept payments online (mostly through Stripe) and they do cash basis accounting. Mind if I ping you for more questions on your experience with them?