App Documentation
Explore the kopilot App
Welcome! đ 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
đ¤ŋ Dive in to the basics
đģ 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.