Kopilot changelog
Kopilot changelog
kopilot.io

[QuickBooks Online] Supplier Credit

Supplier credits are taken into account.

New Documentation Center

Past Years in Review

2020 is gone. The time to review it is now.

Was 2020 better than 2019?

kopilot-last-year-review

This page summarizes your general performance of a year compared to the previous year. It's divided into three sections: Sales, Clients, and Transactions.

Review the year 2020 (and the years before!)


kopilot, digital CFO for SME

www.kopilot.io, try it for 14 days for free.

#Harvest, #QuickBooks-online, #SageBusinessCloudAccounting, #Xero

Cost Control | Master your burning rate

Spending more isn't an issue when sales rise accordingly (or higher). Spending more gets an issue when sales do not follow.

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As a business owner, I want to know the burning rate to keep our expenses in an acceptable ratio to sales. Comparing the total expenses last year's expenses lacks nuance.

By computing the burning rate, we ensure you to keep your expenses in an acceptable bracket. Or react quickly before the situation gets out of hand.

Discover it on www.kopilot.io!


kopilot, digital CFO for SME

www.kopilot.io Try for 14 days for free!

#Xero, #Harvest, #QuickBooksOnline, #SageBusinessCloud Accounting

YTD Sales breakdown per client

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The split per client is available (again).

As always, follow the color coding to get the insights instantly:

  • πŸ”΄ - The clients you invoiced drastically less than last year.
  • 🟑 - The clients you invoiced a bit less than last year.
  • 🟒 - The clients you invoiced more than last year.
  • πŸ”΅ - Your new clients.
  • ⚫ - The amount you invoiced last year.

On the left your top clients. On the right, your lost clients - or the accounts you might drop.

Clients' portfolio by activity level

Let's answer the question:

"Do we maintain our clients' portfolio active enough?"


Now is the time to set up a new segmentation of your customer: segmentation by activity level.

We segment your clients into:

  • πŸ†• New
  • πŸ’– Active
  • πŸ‘» Sleeping away
  • 🧊 Hibernating
  • πŸšͺ Leaving ​

The underlying idea is that your clients require different commercial actions when they are in different buckets. Different actions are required according to your clients' in your portfolio.


kopilot, digital CFO for SME business owners.

Try it for 14 days for free on www.kopilot.io


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kopilot x Xero

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The #digitalCFO is now available to #Xero users!

Have a look at www.kopilot.io!

kopilot is the business owners' tool to ensure the business is running well or to know what to fix now.

digitalCFO #CFO #Sage #SageBusinessCloudAccounting #ProActiveEntrepreneurs

kopilot x Sage Business Cloud Accounting

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The #digitalCFO is now available to #Sage Business Cloud Accounting users! Have a look at www.kopilot.io!

kopilot is the business owners' tool to ensure the business is running well or to know what to fix now.

digitalCFO #CFO #Sage #SageBusinessCloudAccounting #ProActiveEntrepreneurs

App for desktop and laptop

As of now, you may install kopilot on your desktop/laptop. It is convenient to use kopilot outside a web browser to have more space for your content.

Check the video!

Viewing a transaction was improved

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It is now possible to look at a transaction (invoice or expense) on your preferred mobile device. In a slick design, you'll find

  • the transaction status,
  • the events that relate to the transaction,
  • some actions that might be taken according to the situation,
  • all the transaction's details,
  • and all information about the exchange rate in your preferred currency.

Please have a look at it on kopilot.io!


kopilot, digital CFO for SME business owners.