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Pilot is SOC 2 compliant

Pilot has achieved a clean SOC 2 Type I attestation report for the AICPA’s 2017 Trust Services Criteria for Security.

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Learn more: Pilot is now SOC 2 compliant

Invoices Moved to Settings Tab

Invoices for Pilot subscriptions are now available in the Settings tab instead of the Company tab. Within the Settings tab, click ‘Billing’ in the upper right-hand corner to view your subscription invoices.

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Learn more: How to find invoices for Pilot fees

People Report

Administrators can see a new People report in the Reports tab.

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Interested in seeing other kinds of reports? We’re actively building the Reports tab and would love to hear what additional reports you’d like to see. Please get in touch with our team to share your feedback and suggestions.Learn more: How to run reports

Pay Periods

You can now assign pay periods to payments, so that companies and contractors can clearly specify and see what dates of work a payment applies to.

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For contractors: To learn how to submit a payment request that specifies a pay period, see our help article on How to Submit a Payment Request.For companies: To learn how to schedule a one-time or recurring payment for one or more contractors that specifies a pay period, see our help article on How to Schedule a Payment.

Expense Reports for Contractors

Contractors can now submit expenses through Pilot for reimbursement, so that they can easily request reimbursement for expenses such as transportation, lodging, and meals related to business travel.

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Learn more: How to Request a Reimbursement

Ability to Export Reports

Administrators can download reports as a CSV file. This is currently available for the Contractor Payments report.

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Learn more: How to run reportsInterested in seeing other kinds of reports? We’re actively working on adding more types of reports and would love to hear your suggestions. Please get in touch with our team to share your feedback.

Ability to Withdraw Payment Requests

Contractors can withdraw payment requests that they have already submitted. This applies to pending requests that have not yet been approved and scheduled.

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Learn more: How do I withdraw a payment request?

W-8 and W-9 Forms

Contractors can fill out W-8 (BEN and BEN-E) and W-9 forms directly in the platform, or upload their signed forms, if they prefer.

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Learn more: How to complete W-8 forms and How to complete a W-9 form
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