Case Study: Pilot (bookkeeping, tax and CFO services) closes the books twice as fast with Brex

A Brex Case Study

Preview of the Pilot Case Study

Brex helps Pilot close the books twice as fast

Pilot is Pilot, a San Francisco–based provider of bookkeeping, tax prep, CFO services, and financial operations for 1,000+ startups. They previously relied on Chase’s corporate cards and found the experience lacking, and as a startup that sells to startups they wanted a best-in-class solution to recommend to their customers. They switched to the Brex card and platform to address those pain points.

Brex implemented its card and expense reporting platform, which automates expense classification and reimbursements and is intuitive to use. As a result, Pilot reports it can close the books twice as fast, save time and money, and deliver higher-quality work for clients; more than half of Pilot’s 1,000+ customers have also moved to Brex, and Pilot now recommends Brex to its clients.


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Pilot

Waseem Daher

Founder & Chief Executive Officer


Brex

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