Launch Kopilot App

App Documentation

Explore the kopilot App


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.

Take the tutorialsStart the free trial

Main Sections

đŸ¤ŋ Dive in to the basics

đŸ’ģ 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

Miscellaneous

📖 Develop your managing style