Pilot.com vs. Salesforce Financial Services Cloud

Pilot.com

Salesforce Financial Services Cloud

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Pilot	Score 8.7 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
Salesforce Financial Services Cloud	Score 8.2 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…	N/A

Pricing

Pilot.com

Salesforce Financial Services Cloud

Editions & Modules

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

No answers on this topic

Offerings

Pricing Offerings
Pilot	Salesforce Financial Services Cloud
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 Financial Services Cloud
Top Pros	Pro Clean interface Pro Help system Pro Set of features	Pro Data analysis Pro User interface Pro Easy to understand
Top Cons	Minus Data provided Minus Experienced any area Minus Historical information	Minus User experience Minus Web version Minus Features functionality

Best Alternatives
	Pilot.com	Salesforce Financial Services Cloud
Small Businesses	Dext Prepare (with Receipt Bank) Score 9.2 out of 10	Creatio Score 9.3 out of 10
Medium-sized Companies	Vertex Score 8.2 out of 10	Creatio Score 9.3 out of 10
Enterprises	Vertex Score 8.2 out of 10	Creatio Score 9.3 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Pilot.com	Salesforce Financial Services Cloud
Likelihood to Recommend	8.7 (8 ratings)	8.0 (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 Financial Services Cloud
Likelihood to Recommend	Pilot.com, Inc. Pilot is great for early-stage startups in any vertical. They handle the entire financial stack and will save you a lot of time on that front. Their CFO services are also great regardless of the vertical you are in. As a founder, this is something you shouldn't waste your time on, and with Pilot you can feel secure. Incentivized Verified User Anonymous Read full review	Salesforce Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in Incentivized 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 Organization. Tracking. User friendly. 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 No answers on this topic
Alternatives Considered	Pilot.com, Inc. We talked to two other firms, one very small and one more corporate-like. We liked the startup feel of Pilot.com better than the other two. Incentivized Sarah Braver COO 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 Helped track everything in one place. Incentivized Verified User Anonymous Read full review
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