App Documentation

Welcome! 👋 kopilot is a digital CFO to the use of business owners and managers. It answers critical business questions through KPI, analysis, insights and suggested actions.

New to kopilot?

It's easy get your CFO ready, meaning bringing your data is only a few clicks away. Or, you can simply start by planning your business over the coming months.

Main Sections

🤿 Dive in to the basics

• Business Questions
• KPI library
• Sales KPI

💻 kopilot Pages

Sales

• Live Sales Monitoring
• Sales Details
• Review Past Years

Expenses

• Live Expenses Monitoring
• Expenses Details

Profits

• Live Profits Monitoring

Cash Management

• Treasury Management landing page
• Overdue Invoices
• Expected Payments
• Cash collection
• Late Payables
• Expected Payables

Clients

• Revenue Recurrence
• Client Portfolio Segmentation
• Lost Clients

Forecasts

• End-of-Year Sales Forecasts
• Rolling 12-month Sales Forecasts.

Miscellaneous

• Home currency
• Multi-companies
• Time management
• FAQ

📖 Develop your managing style

• Why forecasting sales is so important?
• Set up a cash collection strategy
• Segment your client base for tailor-made marketing actions