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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

Because companies have their own business-related needs, it is prudent that they avoid settling on a one-size-fits-all, ”best” system. Needless to say, it is almost impossible to try to discover such a software system even among popular software products. The practicable step to do should be to note down the numerous major functions that call for a investigation such as crucial features, pricing, technical skill competence of staff members, business size, etc. Then, you must double down on your product research comprehensively. Browse over some kopilot analyses and explore the other software systems in your list more closely. Such well-rounded research makes sure you circumvent ill-fitting applications and select the system that provides all the function your company requires for optimal results.

Position of kopilot in our main categories:

TOP 200

kopilot is one of the top 200 Business Intelligence Software products

If you are interested in kopilot it may also be a good idea to investigate other subcategories of Business Intelligence Software gathered in our database of SaaS software reviews.

Every enterprise is different, and might call for a special Business Intelligence Software solution that will be fit for their company size, type of customers and employees and even individual industry they deal with. It's not wise to count on locating an ideal software that is going to be suitable for every business regardless of their background is. It may be a good idea to read a few kopilot Business Intelligence Software reviews first and even then you should keep in mind what the service is intended to do for your company and your employees. Do you need an easy and intuitive app with just essential features? Will you actually use the advanced functionalities needed by experts and large enterprises? Are there any particular tools that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to get a trustworthy service that will fit your budget.

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 realize that when you make a decision to get a Business Intelligence Software it’s crucial not only to see how experts rank it in their reviews, but also to find out if the real clients and enterprises that purchased these solutions are actually happy with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and kopilot reviews across a vast array of social media sites. The information is then displayed in an easy to understand format revealing how many users had positive and negative experience with kopilot. With that information at hand you will be equipped to make an informed purchasing choice 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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