Case Study: Syncari achieves seamless month-end closes and stronger forecasting with Pilot.com

Syncari forecasts years out with Pilot.com

Syncari, a Series B data management startup, needed robust financial models that could accurately account for its SaaS revenue and provide a clear picture for fundraising and long-term planning. The company's founder, Nick Bonfiglio, was juggling these complex CFO-level responsibilities alongside running the business and sought a solution beyond basic bookkeeping. He turned to Pilot.com for its CFO and bookkeeping services to get expert help.

Pilot.com provided Syncari with a dedicated CFO who integrated GAAP financials into their forecasting model, automating updates and providing a strategic thought partnership. This solution gave Syncari the ability to forecast confidently years in advance, seamlessly manage month-end closes, and successfully secure Series B funding. As a result, the founder spent considerably less time on finances and more time on product and go-to-market strategy, enabling the company to pivot and test new initiatives.

Syncari