Special situations
Switching from Pilot
Finbryn rebuilds your ledger from Pilot's exported data into a QuickBooks Online or Xero file you own, matching prior categorization and class or department tags so investor and board reporting keeps the same shape. Monthly close continues on your existing schedule, with a named team instead of a platform-assigned bookkeeper.
Bank reconciliation summary
Illustrative client · August 2026
USD
| Account | Difference | Status | ||
|---|---|---|---|---|
| Operating account··4821 | 184,220.16 | 184,220.16 | 0.00 | Reconciled |
| Reserve account··0937 | 60,000.00 | 60,000.00 | 0.00 | Reconciled |
| Company card··1006 | (12,418.52) | (12,418.52) | 0.00 | Reconciled |
| Card processor clearing | 8,905.40 | 8,905.40 | 0.00 | Reconciled |
| Payroll clearing | 0.00 | 0.00 | 0.00 | Reconciled |
Last weekly runFri, Aug 28, every account agreed to its statement.
Two open itemsTwo card receipts requested from you, marked on the card account until they arrive.
Illustrative. An example of the document, not a client's figures.
Keeping your reporting rhythm when you leave Pilot
A startup or growth-stage business on Pilot usually has a tighter reporting rhythm than most: a fixed monthly close date, board-ready reports, and a chart of accounts built to answer investor questions. Leaving Pilot for any reason, cost, service fit, a change in who reviews the books, does not have to mean rebuilding that rhythm from zero. Finbryn maps Pilot's exported ledger, chart of accounts, and class or department tags directly into a QuickBooks Online or Xero file the business owns outright.
We check the prior-period profit and loss and balance sheet for continuity before the first new close, so a board seeing month-over-month or quarter-over-quarter comparisons does not see an unexplained break at the transition point. Where Pilot's categorization made sense for the business, we keep it; where it did not, we flag the change plainly rather than silently reshaping historical reports.
Startups moving off Pilot often need the books to keep supporting investor updates, a covenant calculation, or a fundraising process already underway, so continuity matters more than in a typical migration. Once the handover is reconciled, monthly close continues on the existing schedule, with a named pod reviewing the file each period rather than a bookkeeper assigned by the platform. For businesses that also need fractional CFO support through the transition, that runs alongside the bookkeeping migration rather than as a separate onboarding.
See fractional CFO support for what runs alongside a Pilot migration when board or investor reporting needs to continue without interruption.
Questions
Frequently asked questions: Switching from Pilot
Will switching from Pilot interrupt our monthly board reporting?
We check prior-period reports for continuity before the first new close and aim to keep the same close date, so board and investor updates do not show an unexplained gap.
Can you match the categorization and tagging Pilot used?
We map Pilot's chart of accounts and class or department tags directly into QuickBooks Online or Xero, keeping what worked and flagging what needs to change.
Do you also offer fractional CFO support for startups leaving Pilot?
Yes. Fractional CFO work, cash flow forecasting and investor reporting run alongside the bookkeeping migration for businesses that need both.
What does switching from Pilot actually include, month to month?
Switching from Pilot covers pilot's exported ledger reviewed and mapped into QuickBooks Online or Xero, along with chart of accounts and class or department tags rebuilt in the new file. The work runs inside QuickBooks Online, Xero or NetSuite, the file stays under your own subscription, and a senior principal reviews the output before it reaches you each period.
What access do you need to start switching from Pilot?
View or edit access to QuickBooks Online, Xero or NetSuite is enough to begin; nothing about your existing subscription or login changes on our side. Any additional access needed for a specific deliverable, such as a bank portal or receipt inbox, is agreed with you first, and the scope is set out in your engagement letter.
Will switching from Pilot interrupt my monthly close?
We aim to keep the same close date and report format so investors and lenders see no gap in your reporting.
Can you match Pilot's reporting format?
We rebuild your chart of accounts and reports to look the way your board and investors are used to seeing them.
What if our records for switching from Pilot are not up to date?
If your records are behind, we scope a catch-up first so switching from Pilot starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.
Who reviews the work before it reaches us?
Every deliverable under switching from Pilot is reviewed by a senior principal before it reaches you. You keep access to the underlying file at every stage, so nothing about the work happens somewhere you cannot see it.
Related services
- BookkeepingCatch-up and cleanup bookkeepingMonths or years of books brought up to date and reconciled, with a written record of every adjustment, so monthly bookkeeping can start from a clean base.
- Virtual CFOFractional CFOA senior finance lead who works your numbers on a part-time basis: monthly reviews, board and investor prep, and a second opinion before a big decision.
Industries
- Startups and VC-backed companiesBookkeeping and reporting for early-stage, venture-backed companies watching burn, runway and investor reporting closely.
- SaaSBookkeeping and reporting for subscription software businesses tracking recurring revenue, deferred revenue and burn.
- Ecommerce (Amazon and Shopify)Bookkeeping for online sellers on Amazon, Shopify, Etsy and their own storefronts, built around clean payout and sales tax data.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.