Copilot

Copilot

Copilot Money
+
+

Related Products

  • North One
    5,025 Ratings
    Visit Website
  • BILL
    1,773 Ratings
    Visit Website
  • Martus
    120 Ratings
    Visit Website
  • Budgyt
    272 Ratings
    Visit Website
  • Multiview ERP
    318 Ratings
    Visit Website
  • Sage Intacct
    7,363 Ratings
    Visit Website
  • Jellyfish
    276 Ratings
    Visit Website
  • Aaniie
    57 Ratings
    Visit Website
  • aiReflex
    Visit Website
  • Invoice Home
    5,624 Ratings
    Visit Website

About

Review your recent spending, check on that refund, and see what bills are coming up. Our data-driven categorization engine creates custom rules to fit your spending. Set budgets to carry your remaining balance from one month to the next. Get a high-level overview with monthly summaries of your income and expenses. Tap to approve smart adjustment suggestions. Our categorization engine is a quick study. Create your own spending categories and groups. Define custom rules for the trickiest transactions. See transaction details from Amazon and Venmo. Make adjustments to any part of a transaction. Enter your property address and Copilot will track your home’s estimated value. Keep tabs on your net worth with consolidated views of your accounts and investments. Copilot’s smart monitoring lets you know when something needs your attention with alerts that help you. We treat your personal and financial data like we’d want ours to be treated.

About

Tailor-made for your business. QuickBooks Desktop Premier automates everyday tasks, so you can focus on your business. Improved bank feeds. Now save even more time by automatically categorizing bank transactions with improved matching for payees, accounts, and classes. Use enhanced rules and batch editing to limit data entry, and quickly review and resolve discrepancies. Fulfill the industry-specific needs of your business. Easily manage inventory items. Quickly locate items and complete inventory related tasks all in one place using the Inventory Center in QuickBooks. Track your balance sheet by class. Use this built-in, easy-to-access report to track financial data separately by location, department, or profit center. Bill clients progressively by job phase. Track and bill clients by time and material, job phase, or percentage completion, whatever works best for your unique business. Our cloud-based subscription service makes accounting easy.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Users that want a powerful budgeting, investment tracking, and spend management app

Audience

Small enterprises looking for an all-inclusive accounting software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8.99 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Copilot Money
Founded: 2019
United States
copilot.money/

Company Information

Intuit
www.intuit.com

Alternatives

Alternatives

Vyapar

Vyapar

Simply Vyapar Apps Pvt Ltd
Kudos

Kudos

Kudos Technologies
AccountEdge

AccountEdge

Priority Software US
Payroll Connected

Payroll Connected

Canadian Payroll Connected

Categories

Categories

Integrations

ChildWatch
Clean Smarts
ConstructionOnline
Era
Field Service Cloud
Infoplus
LionO360 ERP
LoanAssistant
Longview Tax
MSCTIME
Matidor
Now Commerce
OnPay
Paddle CRM
Paymate Software
TSM
TrueCommerce
Visual Planning
WizCommerce

Integrations

ChildWatch
Clean Smarts
ConstructionOnline
Era
Field Service Cloud
Infoplus
LionO360 ERP
LoanAssistant
Longview Tax
MSCTIME
Matidor
Now Commerce
OnPay
Paddle CRM
Paymate Software
TSM
TrueCommerce
Visual Planning
WizCommerce
Claim Copilot and update features and information
Claim Copilot and update features and information
Claim QuickBooks Desktop Premier and update features and information
Claim QuickBooks Desktop Premier and update features and information