Pilot.com vs. Salesforce Financial Services Cloud
Pilot.com vs. Salesforce Financial Services Cloud
Product | Rating | Most Used By | Product Summary | Starting Price |
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Pilot | N/A | Pilot is a startup-focused accounting firm headquaertered 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. | $499 per month | |
Salesforce Financial Services Cloud | 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 |
Pilot.com | Salesforce Financial Services Cloud | |||||||||||||||
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Entry-level Setup Fee | Required | No setup fee | ||||||||||||||
Additional Details | Pilot Core - For pre-revenue companies that are just getting started | starting at $499/month Core includes: - Dedicated finance expert - Accrual basis bookkeeping - P&L, balance sheet and cash flow statements - World class support and advice Pilot Plus - Advanced support for revenue-generating companies | Custom pricing For businesses dealing with multiple entities, multiple locations, AR/AP, or special revenue recognition. Everything in Core, plus: - Fully customizable chart of accounts - Inventory tracking - Support for class tracking, multiple entities, and consolidated reporting - Billable expense | — | ||||||||||||||
More Pricing Information |
Pilot.com | Salesforce Financial Services Cloud | |
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Top Pros | ||
Top Cons |
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Pilot.com | Salesforce Financial Services Cloud | |
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Small Businesses | Dext Prepare (with Receipt Bank) Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Medium-sized Companies | Vertex Score 8.5 out of 10 | Creatio Score 9.1 out of 10 |
Enterprises | Vertex Score 8.5 out of 10 | Creatio Score 9.1 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Pilot.com | Salesforce Financial Services Cloud | |
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Likelihood to Recommend | 8.5 (6 ratings) | 8.0 (1 ratings) |
Vendor post-sale | 9.1 (1 ratings) | - (0 ratings) |
Vendor pre-sale | 9.1 (1 ratings) | - (0 ratings) |
Pilot.com | Salesforce Financial Services Cloud | |
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Likelihood to Recommend | Pilot.com, Inc. | Salesforce |
Pros | Pilot.com, Inc. | Salesforce |
Cons | Pilot.com, Inc. | Salesforce No answers on this topic |
Alternatives Considered | Pilot.com, Inc. | Salesforce |
Return on Investment | Pilot.com, Inc. No answers on this topic | Salesforce |
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