Launch Kopilot App

kopilot works accordingly to a Question & Answer principle. Browse the list of interrogation business owners are asking themselves regularly. kopilot provides real-time answers to each question here below.

Sales Questions

Are we invoicing more than last year?
How much did we invoice this year till today?
How fast are we making money?
How recurrent are our sales?
How good were last year's performances?
How are my sales distributed among clients?
How much sales did my new clients generate compared to existing clients?

Sales forecast questions

Are we increasing our invoicing over the next 12 months?
Are we going to do more cash than last year at the end of the year?
How much are we supposed to generate if we do like last year?
How much will we make if we maintain the pace?
What is our natural sales trend over the coming months?
How much are we supposed to generate according to statistics?

Expenses Questions

How much did we spend this year till today?
How fast are we spending money?
Do we control our cost-to-sales ratio?

Treasury & Cash Management

Do we get paid on time?
How long does it take to get an invoice paid?
Do we control our receivables?
How much money should we already have collected?
What are the payments to receive shortly?
Do we manage our payables optimally?
How much money should we already have paid?
What is the cash expected to vanish soon?

Profit (EBITDA)

Are we more profitable than last year?
How beneficial are we to date?
How fast are we making -or losing- money?
What is our margin?

Clients

Is our client portfolio active enough?
Is my sales model generating recurrence?
Who are my lost clients?
Who are the clients about to churn?
How many clients are about to leave the portfolio?

KPI and metrics
integrations Harvest QuickBooks online Sage Accounting Xero