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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Junxure

    Score9.5 out of 10
    N/AJunxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.N/A

    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
    JunxurePilot
    Editions & Modules
    No answers on this topic
    Starter
    $349
    per month (billed annually)
    Core
    $499
    per month (billed annually)
    Plus
    Custom pricing
    per month billed annually
    Offerings
    Pricing Offerings
    JunxurePilot
    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
    Community Pulse
    JunxurePilot
    Considered Both Products
    AdvisorEngine
    No answer on this topic
    Pilot.com, Inc.
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    User Ratings
    JunxurePilot
    Likelihood to Recommend
    9.5
    (6 ratings)
    9.0
    (10 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    JunxurePilot
    Likelihood to Recommend
    AdvisorEngine
    Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
    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
    AdvisorEngine
    • Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
    • Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
    • The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
    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
    AdvisorEngine
    • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
    • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
    • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
    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
    Likelihood to Renew
    AdvisorEngine
    Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
    Incentivized
    Read full review
    Pilot.com, Inc.
    No answers on this topic
    Alternatives Considered
    AdvisorEngine
    I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
    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
    Return on Investment
    AdvisorEngine
    • It has saved time by automatically capturing emails.
    • It has created efficiency from having to keep track of tasks manually or keeping power documents around.
    • It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
    Incentivized
    Read full review
    Pilot.com, Inc.
    No answers on this topic
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