Pilot.com vs. Salesforce Agentforce Financial Services

Pilot.com

Salesforce Agentforce Financial Services

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Pilot	Score 9.1 out of 10	N/A	Pilot 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
Agentforce Financial Services	Score 8.4 out of 10	N/A	The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…	$300 per month billed annually per user

Pricing

Pilot.com

Salesforce Agentforce Financial Services

Editions & Modules

Starter: $349
per month (billed annually)
Core: $499
per month (billed annually)
Plus: Custom pricing
per month billed annually

Sales: $300
per month billed annually per user
Service: $300
per month billed annually per user
Sales and Service: $325
per month billed annually per user
Einstein 1 for Sales and Service: $700
per month billed annually per user

Offerings

Pricing Offerings
Pilot	Agentforce Financial Services
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

Required

No setup fee

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

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More Pricing Information

Community Pulse
	Pilot.com	Salesforce Agentforce Financial Services

Best Alternatives
	Pilot.com	Salesforce Agentforce Financial Services
Small Businesses	Patriot Payroll Score 8.6 out of 10	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	Vertex Score 8.5 out of 10	No answers on this topic
Enterprises	Vertex Score 8.5 out of 10	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Pilot.com	Salesforce Agentforce Financial Services
Likelihood to Recommend	9.1 (10 ratings)	5.0 (2 ratings)
Usability	- (0 ratings)	5.0 (1 ratings)
Vendor post-sale	9.1 (1 ratings)	- (0 ratings)
Vendor pre-sale	9.1 (1 ratings)	- (0 ratings)

User Testimonials
	Pilot.com	Salesforce Agentforce Financial Services
Likelihood to Recommend	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. GM Greg Mischio Founder and CEO Read full review	Salesforce Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too. Verified User Anonymous Read full review
Pros	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 Verified User Anonymous Read full review	Salesforce Ease of use Reporting Customisation Incentivized Verified User Anonymous Read full review
Cons	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 Verified User Anonymous Read full review	Salesforce Automation. There is room to automate certain processes that require manual executions. Implementation. It is hard and requires a 3rd party to help to implement which is costly. Incentivized Oscar Elizondo Espinosa Client Specialist Read full review
Usability	Pilot.com, Inc. No answers on this topic	Salesforce It does its job but could be better. I think it all comes down to each business configuration of the platform. Incentivized Verified User Anonymous Read full review
Alternatives Considered	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 Verified User Anonymous Read full review	Salesforce We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company. Incentivized Verified User Anonymous Read full review
Return on Investment	Pilot.com, Inc. No answers on this topic	Salesforce Positively helpful with targets Motivating and encouraging Helpful with figures Verified User Anonymous Read full review
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