Dashboard

At all times, you have access to the dashboard. If your accountant or your employees are adding checks or deposits, you will see your dashboard update automatically. This is one of the Copilot Advantages!

Financial Statements

Your financial statements are primordial to your company. You can consult them real-time or print them or save them in your desired format.

General Ledger

With our suggested General Ledgers, you do not need to make your own. If you do though, you can customize them to your liking.

Settings

With Copilot we offer you the possibility to manage one or many entities with your same account. This is also where you can share your entities with your employees or accountants.

Transactions

With Copilot we give you a panoply of methods to create your accounting transactions. If you're an expert and wish to modify directly the entries, the option is available to you.

Checks and Deposits

We have automated 90% of the recurrent operations done when entering a Check or Deposit. This facilitates the data entry and allows you to spend more time on what really matters to your business

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