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OfficeTools by CARET vs. Pilot.com

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    OfficeTools by CARET

    Score4 out of 10
    N/AOfficeTools Cloud is cloud-based accounting practice management software designed to enable firms to track client work and collaborate with their team anytime, anywhere, from any browser. OfficeTools is an CARET brand.

    $59

    per month

    Pilot

    Score9 out of 10
    N/APilot is a startup-focused accounting firm headquartered in the US with a team of 350+ US-based employees including accountants, fractional CFOs, and tax specialists who focus on building a strong finance foundation for clients' businesses. Pilot offers Bookkeeping, CFO, tax services, and more for startups and small businesses, ranging from two founders in a garage to hundred-person teams.

    $4,188

    per year

    Pricing
    OfficeTools by CARETPilot
    Editions & Modules
    OfficeTools Cloud
    $59 ($49)
    per month (billed annually)
    OfficeTools Workspace
    Contact for Pricing
    Starter
    $349
    per month (billed annually)
    Core
    $499
    per month (billed annually)
    Plus
    Custom pricing
    per month billed annually
    Offerings
    Pricing Offerings
    OfficeTools by CARETPilot
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Pilot Starter - For pre-revenue companies and companies with streamlined needs. Includes: - Dedicated finance expert - Accrual basis bookkeeping - P&L, balance sheet and cash flow statements - Support and advice Pilot Core - For revenue generating companies that are growing. Includes: - Dedicated finance expert - Controller support, including guidance on revenue recognition policies, COGS and CapEx - Accrual basis bookkeeping - P&L, balance sheet and cash flow statements - Support and advice Pilot Plus - A tailored a plan to meet the unique needs of any business. For businesses dealing with multiple entities, multiple locations, or special revenue recognition. Includes everything in Core, plus: - Support for class tracking, multiple entities, and consolidated reporting - Billable expenses
    More Pricing Information
    User Ratings
    OfficeTools by CARETPilot
    Likelihood to Recommend
    8.0
    (1 ratings)
    9.0
    (10 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    OfficeTools by CARETPilot
    Likelihood to Recommend
    CARET (Abacus Data Systems, Inc. )
    For a small office or team keeping track of multiple projects at once can be a challenge. OfficeTools provides an all-in-one affordable (less than $60 per month) and accessible (cloud based) project management solution to keep your team on task. If your organization uses products such as Quickbooks or Outlook you can easily integrate them into this software solution. I honestly cannot think of an organizational structure that would not benefit somewhat from integrating OfficeTools into their operations
    Incentivized
    Read full review
    Pilot.com, Inc.
    I think they are a great fit for any small business looking for bookkeeping and even some ap services. I like all the financial reporting they do, which is something I would struggle with on my own.
    Read full review
    Pros
    CARET (Abacus Data Systems, Inc. )
    • Software Integration (i.e. Quickbooks, Outlook, etc.)
    • Project Management
    • Time Management
    • Billing/Invoicing
    Incentivized
    Read full review
    Pilot.com, Inc.
    • Quick responses to questions submitted to support
    • Integration with various banking systems and software, including HR systems and cap table system, which saves time when filing taxes
    Read full review
    Cons
    CARET (Abacus Data Systems, Inc. )
    • Customizability (i.e. font size, workflows, etc.)
    • Increase access to trainings and educational enrichment opportunities
    • Customer Support (tends to be slow)
    Incentivized
    Read full review
    Pilot.com, Inc.
    • I would say that only room for improvement would be to offer more educational opportunities that explain what the numbers mean.
    Incentivized
    Read full review
    Alternatives Considered
    CARET (Abacus Data Systems, Inc. )
    OfficeTools is by far the easiest project management tool that I've ever used. It is very user friendly and easy to pickup. That cannot be said for other products that I've used in the past
    Incentivized
    Read full review
    Pilot.com, Inc.
    Nobody else seemed to have the same capabilities and fit with our company culture as well. QuickBooks or Xero alone don't offer the same level of service and would require too much effort on our part. We used inDinero with my prior company and they just missed a lot of things that ended up causing problems.
    Incentivized
    Read full review
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