Copilot provides client portal software designed for service businesses, enabling secure communication, invoicing, task management, and document sharing.

Copilot

Copilot | 2,722 followers on LinkedIn. The new standard for modern service businesses. | Copilot is a technology platform that service businesses use to run and grow. Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal.

Product Lead at Copilot

Potluck Mittal

Senior Software Engineer at Copilot (hiring!)

Usama I.

Software Engineer at Copilot

Ari Quiñones Vargas

Demand Generation

Vasudha Sridharan

⭐ Meet the Copilot Platform and App Store ⭐ In our biggest and most important release to date, here's what's new: - 4 New Apps — Client Home, Profile Manager, Autoresponder, and Exporter - Build your own Custom App - Experts Marketplace Blog post: https://lnkd.in/e9k63_Tb App Store: https://lnkd.in/evS2a7Xq Find an Expert: https://lnkd.in/emtqBn5t

Today we're excited to unveil our 2024 Winter Release! Since day one, our mission has been to provide service-based businesses with a true all-in-one solution. While we've come close, a few key pieces were always missing – until now. With this release, we're excited to announce: ✅ Tasks App: Streamline internal project management and client task assignment 📊 Native Analytics: Gain deeper insights into your business performance ⚡ Automation Builder: Create powerful workflows using pre-built templates Learn about all the new features in our blog post. ⬇️

Today we're rolling out a brand new payments experience on Copilot. What's new? - Billing API endpoints & webhooks - Reusable products/prices - Payment retries - Granular control over who pays for payment fees - Detailed errors and decline reasons - 25+ other improvements Learn more: https://lnkd.in/dJJJ7xsc

⭐ The 2024 Copilot Winter Release is here ⭐ We're excited to share our big release of the season. Here's everything that's new. ⬇️ Contracts App - Prepare, sign, send, and manage all your eSignature contracts in one place. - Reusable templates with variable and auto-fill fields. - Comprehensive API, Zapier, and Make support. Notification Center - Unifies notifications about file uploads, contract submissions, form submissions, and invoice payments. - Mark read/unread and delete. Supports an "inbox-zero" experience. - Shortcuts and bulk actions. Client Access - Stay organized as you grow your team. - Give your team members access to specific clients/companies. - Set up client access once, and the permissions magically ripple through the entire Copilot Platform.

Automations on Make.com Starting today, Copilot is available and fully supported on Make. Now, alongside our existing API and Zapier capabilities, you can harness the power of Make's visual programming to automate workflows between Copilot and the apps you use daily. Full announcement: https://lnkd.in/eQNgRHgS Make profile: https://lnkd.in/dBrfghKi

Copilot: Track & Budget Money

IPhone / Mobile Compatible

Viewport Meta

SSL by Default

Google Tag Manager

Apple Mobile Web Clips Icon

Google Font API

Google Analytics

HSTS

Amazon

Founder & CEO

Andrés Ugarte

Head of Customer Success

Olivia Moen

Customer Success Agent

Dennis Barrientos

Gabriel Franzani

President and COO

Jeff Brauer

Samantha Agustin

Engineering

Sergio Campam√

Abraham Shafi

Gabriel Diéguez Franzani

Country Manager

East Coast Companies With Fewer Than 50 Employees (Top 10K)

United States Companies With More Than $1M in Revenue (Top 10K)

East Coast Early Stage Companies With Less Than $1B in Revenue

Greater New York Area Companies With Less Than $1B in Revenue (Top 10K)

Copilot is a subscription based personal finance tracking platform. Their subscription application loads financial data, creates custom categories for transactions, sets budgets, and provides daily snapshots, data driven categorization, balances from one month to the next, monthly summaries of income and expenses, and budget rebalancing.

Adjacent

Series A - Copilot

Seed Round - Copilot

Restive

Non Equity Assistance - Copilot

New York

United States

North America

Copilot Money review: The best budgeting app gets better with iPad support, Cash Flow, and Tags

Kenya

Africa

South Korea

Asia

Saudi Arabia

France

Europe

HTML5

Bootstrap

jQuery

news_impact_assignment_basic

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company_dossier

network

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transactions_dossier

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