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Monthly Financial Update: Pilot.com to Company Hub

AUTOMATIONBEST PRACTICESINTEGRATIONTUTORIALWORKFLOW AUTOMATION

Sep 2, 2026

Session

Ops

Discipline

Intermediate

Level

Michael Assraf

Michael Assraf

Founder and CEO

A monthly ops routine for pulling financial data from Pilot.com and updating the shared financial file in the company hub. This walkthrough focuses on the repeatable mechanics of moving numbers from a finance vendor tool into an internal reference doc without breaking formatting or introducing errors, a pattern that applies to any recurring data-sync task between an external SaaS tool and an internal hub.

The Workflow, Step by Step
3

  • Log into Pilot.com and pull the latest financial figures

    At the start of the monthly cycle, the presenter goes into Pilot.com to retrieve the updated financial numbers that need to be reflected internally.

  • Open the company hub's financial file

    The presenter navigates to the shared financial file that lives in the company hub, which serves as the internal source of truth other teams reference.

  • Transfer and update the figures in the hub file

    The new numbers from Pilot.com are entered into the company hub file, replacing or updating the prior month's figures so the internal file stays current.

Tools Used and What For
2

  • Pilot.com

    External finance/accounting platform used as the source of monthly financial figures.

  • Company hub

    Internal shared document/workspace where the financial file is maintained for company-wide reference.

Reusable Takeaways
2

  • Build a monthly cadence around external-to-internal data syncs

    When a source-of-truth tool (like a finance or HR platform) lives outside your main company workspace, set a fixed monthly touchpoint to pull and reconcile the data rather than letting it drift out of sync.

  • Keep one internal file as the single reference point

    Centralizing updated numbers into one hub file, rather than pointing teams to the external tool directly, reduces confusion about which number is current.

Failures and Gotchas
1

  • Session detail is limited

    The transcript and notes only describe the high-level steps of the routine; no specific errors, formatting issues, or edge cases were captured in this recording.

Michael Assraf

Michael Assraf

Founder and CEO

Hey everyone, I'm Michael - founder and CEO of Flamingo. Before this, I built Vicarius, a cybersecurity company focused on vulnerability remediation, where I raised over $60M in funding. Working closely with service providers through that journey, I saw firsthand how MSPs were losing money to vendor payouts and inefficient systems - and that's when the idea for Flamingo clicked. I set out to build an open-source platform that dramatically increases MSP margins while helping them deliver better service to their clients.

Frequently Asked Questions

About OpenFrame

OpenFrame isn't built to plug into your stack. It replaces it. Instead of duct-taping a dozen tools together (RMM, MDM, SIEM, patching, remote access, each its own login and bill), we bundle it into one unified platform: RMM, MDM, monitoring, automation, remote access, patch management, security monitoring, and ticketing, plus built-in AI copilots. So "does it integrate with X?" usually means: you won't need X anymore.
Most platforms give you one piece and expect you to bolt the rest on. OpenFrame unifies the whole stack in one place, with AI copilots built in. Fewer logins, fewer bills, less duct tape.
In the cloud, on US soil. Your data stays stateside.
Both. It's built for MSPs and MSSPs alike.

MSP AI Agents

Yes. In production MSP shops today, 10% to 25% of tickets close before a human opens them. Thread alone has processed 173 million tickets across 750-plus MSP partners at 96% triage accuracy, handing back 490,000-plus technician hours. Agents own the low-risk, high-volume work (password resets, MFA enrollment, known installs, onboarding and offboarding) and flag anything that touches production data or needs judgment for a human to take.
On a five-person desk, reported deployments show $78,000 to $130,000 in annual direct labor savings, roughly 30% fewer escalations, and 15% to 20% better SLA compliance. Broader MSP adoption data adds ticket handling time cut by 45% and five to 12 points of margin, all from reclaimed capacity rather than headcount cuts.