Frequently Asked Questions

PilotLedger is a cloud-based double-entry accounting software designed for businesses of all sizes. It helps you manage invoices, track expenses, reconcile bank accounts, and generate professional financial reports - all from one intuitive platform accessible from anywhere.

PilotLedger is designed for freelancers, small businesses, startups, and growing companies who need professional accounting capabilities without the complexity of traditional accounting software. Whether you're a solo entrepreneur or a team of 200+, PilotLedger scales with your needs.

No! PilotLedger is designed to be intuitive and user-friendly. While the software follows proper accounting principles (double-entry accounting), you don't need to understand the technical details - we handle that behind the scenes. Our interface guides you through each process with clear instructions.

PilotLedger is available worldwide. We support multiple currencies, various tax formats, and comply with international accounting standards. Our software adapts to local requirements including date formats, number formats, and currency symbols.

PilotLedger offers four plans: Free ($0/month), Starter ($19/month), Professional ($49/month), and Enterprise (custom pricing). Annual billing saves you approximately 25% - equivalent to 3 months free. Visit our pricing page for detailed feature comparisons.

Yes! Our Free plan includes basic invoicing, expense tracking, and email support for 1 user. It's perfect for getting started and trying out PilotLedger with no credit card required. You can upgrade anytime as your business grows.

We offer a 7-day money-back guarantee on all new subscriptions, no questions asked. If you're not completely satisfied with PilotLedger within the first 7 days of your purchase, simply contact our support team and we'll process a full refund. This applies to new subscriptions only; renewals and upgrades are not eligible.

Absolutely! You can upgrade or downgrade your plan at any time from your account settings. When upgrading, you'll get immediate access to new features. When downgrading, the change takes effect at your next billing cycle. No penalties or fees for changing plans.

We accept all major credit cards (Visa, MasterCard, American Express, Discover), PayPal, and bank transfers for annual plans. All payments are processed securely through industry-leading payment processors with PCI DSS compliance.

Yes! We offer special pricing for registered nonprofits, educational institutions, and charitable organizations. Contact our sales team with proof of your organization's status to learn about available discounts.

PilotLedger includes invoicing with customizable templates, expense tracking with receipt capture, bank reconciliation, multi-currency support, financial reporting (P&L, Balance Sheet, Cash Flow), chart of accounts management, team collaboration with role-based permissions, and API access for integrations. Feature availability varies by plan.

Yes! PilotLedger's invoicing feature lets you create professional invoices in seconds using customizable templates. You can add your logo, set payment terms, include itemized line items, and send invoices directly via email. Track payment status in real-time and send automatic payment reminders.

Yes, PilotLedger supports over 150 currencies with automatic exchange rate updates. You can invoice clients in their local currency, track expenses in different currencies, and generate reports in your base currency with accurate conversions. Multi-currency support is available on Starter plans and above.

Yes! PilotLedger offers secure bank connections that automatically import your transactions for easy reconciliation. We use bank-level encryption and read-only access to ensure your financial data remains secure. Bank reconciliation is available on Professional and Enterprise plans.

PilotLedger generates all essential financial reports including Profit & Loss statements, Balance Sheets, Cash Flow statements, Accounts Receivable/Payable aging reports, Tax summary reports, and custom reports. Reports can be exported to PDF or Excel and are available in real-time.

Your data security is our top priority. PilotLedger uses 256-bit AES encryption for data at rest and TLS 1.3 for data in transit. Our infrastructure is hosted in SOC 2 Type II certified data centers with 24/7 monitoring. We perform regular security audits and penetration testing to ensure maximum protection.

Absolutely not. We never sell, share, or monetize your financial data. Your data belongs to you. We only access it to provide our services, troubleshoot issues with your permission, or comply with legal requirements. Read our Privacy Policy for complete details on how we handle your information.

Yes! You own your data and can export it anytime. PilotLedger provides comprehensive export options including CSV, PDF, and Excel formats for all your transactions, invoices, reports, and contacts. We retain your data for 30 days after account closure to allow for complete data export.

Support varies by plan: Free plan includes email support with 48-hour response time. Starter plan includes priority email support with 24-hour response. Professional plan includes dedicated support with same-day response and live chat. Enterprise plan includes a dedicated account manager and phone support.

Yes! All plans include access to our comprehensive help center with tutorials, guides, and video walkthroughs. Professional plans include live webinar training sessions. Enterprise plans include personalized onboarding with dedicated training sessions for your team.

You can reach our support team through email at support@pilotledger.net, through the in-app chat (Professional and Enterprise plans), or by visiting our Contact page. Our support team is available Monday-Friday, 9am-6pm EST, with extended hours for Enterprise customers.