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kopilot is simple business intelligence, beyond analytics. It addresses specifically B2B companies like digital and marketing agencies, consulting firms, headhunters.
Offering so much more than dashboards, kopilot makes business intelligence accessible and affordable while providing insights into your unique business to help you win with data.
Do you have the chance to operate in several currencies? Great! But, you undoubtedly face the pain of not having the total amount computed in your Harvest invoice overview report.
With kopilot, you manage all amounts in one single currency: your home currency.
The currency conversion is automated! Get rid of the hours you spent on Excel spreadsheets and on google to retrieve the historical conversion rate.
Sales forecasts can quickly be such a headache to build and maintain.
Get the end-of-year sales forecast instantly. Or, even better, get the sales forecast over the next 12 months without moving your finger!
There is more; your forecasts are updated in real-time. Send an invoice, and it impacts the sales prediction immediately.
Harvest is probably the most powerful time tracking software on the market. It does two things super powerfully: tracking your time and transforming your timesheets into invoices. But it lacks a bit on the expense-side.
There comes kopilot. You will be able to capture your past received invoices and other payables, like taxes, payroll, name it. You will even be able to plan expenses to anticipate and control your future spending rate.
Adding your corporate expenses allows you to know your profit long before your accountant enters your accounting postings.
By retrieving your invoices, kopilot computes your sales and transform them into key sales metrics such as year-to-date sales, average revenue per client.
According to the proverb, it is cheaper to repeat business with an existing customer than to acquire a new one.
If true, are you sure that enough of your business comes from repeating accounts?
The revenue reoccurrence module tracks the repetition of operations with the same client.
It tells you the percentage of secured revenue through this repeated relationship. Plus, it indicates the additional percentage you might secure if you had one more business operation with the client.
Send me updates from time to time.