App Documentation

KPI Library

Business Questions
KPI & Metrics
Sales Forecast KPI
Sales KPI

Cash Management

Table of Contents
Overdue Invoices

Clients

Clients' Segmentation
Client Lifespan

Sales Forecasts

Table of Contents
End-of-Year Sales Forecasts

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Add a User
Add a Company

Currencies

💱 Home Currency
🌎 170 World Currencies
ℹ️ About Exchange rates
Currency conversion Framework

Time Management

Reporting Periods
Fiscal Year

External links

Kopilot App

Launch Kopilot App

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App Documentation

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kopilot

Basics
App
CFO

Integration

Harvest
QuickBooks Online
Xero
Sage Accounting