Kopilot helps me to visualize my key financial indicators in a pragmatical way, and without moving the finger.
For anyone leading a company / running a business / looking after the financials - KoPilot is a much needed platform.
The cashflow, sales, expense, and profitability forecasters in this software are fantastic.
Moon & Owl Marketing
The layout is really helpful. I loved the walk through that showed up once I logged in. And the set up was super easy.
I like the way information is presented. It helps me with knowing our key figures, and forecasting our sales.
Technology Partners Puerto Rico
kopilot allows us to plan for growth see when we might get pinched.
Moon & Owl Marketing
The interface is very good and appealing, and there are some interesting insights.
Real-time Sales Tracker ⚆ Sales Reviews ⚆ Sales Forecasts ⚆ Sales KPI ⚆ Comparison to last year's sales.
It's so easy to burn cash: Real-time Expenses Monitoring ⚆ Burn-rate Tracker.
Profit is sanity: Monthly Profit Tracker ⚆ Year-to-Date Profit Monitoring ⚆ Comparison to last year profits.
Build your sales where needed, cut costs today if you can't: Revenue Planning ⚆ Expenses Planning
Cash is king: Overdue Invoices Tracker ⚆ Expected Payments Monitoring ⚆ Receivables Aged Balance ⚆ DSO Counter ⚆ DPO Counter.
Manage proactively your most important asset: Client Segmentation ⚆ Revenue Recurrence.
Know instantly how is running your business and, most importantly, why. Even if you don't have a business education, or if you never knew what to look at. kopilot answers the most critical business questions a business owner can ask with KPI and analysis. Everything is color-coded to snap the trend.Are you smashing it? Or is it that bad? You know it in seconds and, most importantly, why. Never miss a transaction again even your accountant did not register it yet. kopilot offers invoice planning and expense planning abilities. Plan your sales to forecast your revenue. Plan you expenses to make sure you control your burn rate. kopilot syncs with Harvest , QuickBooks Online, Sage Business Cloud Accounting, and Xero. It takes less than five minutes to get your virtual CFO operational. Plus, access your information both on desktop and smartphone. Get guidance each time you don't know how to fix the situation. kopilot adapts its suggestions you according to the company's challenges. It comes with a full set of extra - and practical - resources to guide the user in implementing corrective actions (payment reminder template, processes to complete, etc.). Get your time back, and it starts with kopilot!
If you don't care about finance and operations, they will care about you.
Know your KPI. Benefit from our many years of experience of implementing relevant KPIs in an easy-toread and understandable Cockpit format.
Long gone are the days of producing information by hand. Get quality information instantly anytime, on your preferred device.
Access insights, suggested actions and tips & tricks when you're stuck. Make decisions rather than on struggling with data.