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kopilot Review

kopilot
Our score: 8.0 User satisfaction: 100%

What is kopilot?

kopilot is a financial management software that gives you full visibility over your finances. Through this platform, you can track your sales and evaluate your performance based on your KPI. You can also monitor your expenses in real-time and assess your burn-rate to help you adjust accordingly.

Staying on top of your monthly and yearly profits is made easy with kopilot. You can then use this data to compare it to your profits from the previous year, which can help you evaluate your business growth and success. This platform also enables you to keep track of overdue invoices and expected payments to assist in maintaining your credibility.

kopilot provides planning tools that you can use to manage your incoming revenue and expected expenses, which helps you gain more control over your finances. This platform also provides sales forecasting tools so that you can better reach your business goals.

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Overview of kopilot Benefits

Financial Monitoring

kopilot offers financial monitoring tools that can prevent overspending, errors in accounting, and cash mishandling. This platform enables you to track your sales, expenses, profit, and cash flow in real-time to help you determine your financial health. For better visibility, this platform also enables you to monitor your DSO and DPO, which can help you assess your performance in terms of collecting and closing payments.

Business Planning Tools

kopilot provides business planning tools that can help you maximize your opportunities and strategies. Through this platform, you can conduct sales forecasting to give you an idea of what to expect based on your current performance. You can also plan your revenue and expenses so that you can determine losses that you can cut and investments to maximize. While planning, you can also plot overdue invoices and expected payments to better visualize your financial health even before the deductions.

Actionable Analytics

kopilot generates actionable analytics that can help you make better business decisions as well as evaluate your overall performance. You can compare your current sales and profits to last year’s performance. You can also determine your cash burn-rate to get an idea of how much you’ve been spending within a period of time. This platform enables you to get tracking reports quickly and efficiently to focus on improving your financial performance.

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Overview of kopilot Features

  • Sales Tracker
  • Sales Reviews
  • Sales Forecasts
  • Sales KPI
  • Expenses Monitoring
  • Burn-Rate Tracker
  • Monthly Profit Tracker
  • Year-to-Date Profit Monitoring
  • Revenue Planning
  • Expenses Planning
  • Overdue Invoices Tracker
  • Expected Payments Monitoring
  • Receivables Aged Balance
  • DSO and DPO Counter
  • Client Segmentation

What Problems Will kopilot Solve?

  • Business Owner does not have business education or does not what to look at. kopilot answers the most critical business questions a business owner can ask. It provides answers through metrics, short analysis. Everything is color-coded to snap the trend. Are you smashing it? Is it challenging? Is it that bad? You know it in seconds and, most importantly, why.
  • Business Owner wants updated and reliable data. kopilot syncs seamlessly with Harvest, Xero, Sage Business Cloud Accounting, and QuickBooks Online. The setup takes less than five minutes, and the virtual CFO is operational. Each time a business event occurs, it is reflected in kopilot. Information is accessible both on desktop and tablet.
  • Business Owner does not know what to do or how to fix the situation. kopilot refers the user to additional articles according to the challenges the company is facing. Kopilot comes with a full set of additional – and practical – resources to guide the user in implementing corrective actions (payment reminder template, processes to complete, etc.).

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

kopilot Position In Our Categories

Since businesses have special business requirements, it is prudent they steer clear of buying a one-size-fits-all, ”best” business application. Having said that, it would be difficult to stumble on such application even among recognizable software solutions. The best thing to do is to note down the various vital factors which necessitate scrutiny including key features, packages, technical skill aptitude of staff members, organizational size, etc. Next, you should conduct your research thoroughly. Read some kopilot evaluations and scrutinize each of the software products in your shortlist more closely. Such all-encompassing research guarantee you weed out unfit applications and subscribe to the system which has all the aspects your company requires for success.

Position of kopilot in our main categories:

TOP 200

kopilot is one of the top 200 Business Intelligence Software products

If you are considering kopilot it could also be beneficial to analyze other subcategories of Business Intelligence Software listed in our database of B2B software reviews.

Every enterprise has different wants and requires an application that can be customized for their size, kind of workers and buyers, and the specific industry they are in. For these reasons, no system can proffer perfect tools off-the-shelf. When you look for a software product, first be sure what you want it for. Read some kopilot Business Intelligence Software reviews and ask yourself do you desire basic tools or do you require sophisticated tools? Are there any industry-specific functionalities that you are searching for? Get the answers to these queries to aid your search. There are plenty of elements that you need to reflect on and these include your budget, particular business wants, your company size, integration requirements etc. Take your time, try out a few free trials, and finally zero in on the system that offers all that you need to improve your organization effectiveness and productivity.

How Much Does kopilot Cost?

kopilot Pricing Plans:

Free Trial

Monthly Plan

$99/month

Annual Plan

$990/year

3-Year Plan

$2,499/month

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What are kopilot pricing details?

kopilot Pricing Plans:

Free Trial

Monthly Plan

$99/month

Annual Plan

$990/year

3-Year Plan

$2,499/month

Kopilot offers three enterprise pricing packages that you can choose from based on your commitment:

Monthly Plan – $99/month

  • All features
  • Unlimited users
  • Unlimited data
  • Unlimited syncs

Annual Plan – $82/month (billed annually at $990)

  • All of Monthly Plan features
  • 30-day money-back guarantee

3-Year Plan – $69/month (billed every 3 years at $2,499)

  • All of Annual Plan features

User Satisfaction

Positive Social Media Mentions 7
Negative Social Media Mentions 0

We know that when you choose to get a Business Intelligence Software it’s important not only to learn how experts evaluate it in their reviews, but also to discover whether the actual people and companies that use these solutions are indeed happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and kopilot reviews across a vast range of social media sites. The information is then featured in an easy to digest way revealing how many people had positive and negative experience with kopilot. With that information at hand you will be equipped to make an informed purchasing decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for kopilot?

kopilot integrates with the following applications and software:

  • QuickBooks Online
  • Xero
  • Sage Business Cloud Accounting
  • Harvest
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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