What's overdue? What did we spend on software last month? Copilot looks it up in your books and answers with the entries behind the number - on the web or WhatsApp, never changing anything.
WHAT IT ANSWERS
Copilot has a fixed set of things it can look up - all of them figures already in your books. It does not guess, estimate or browse.
What you owe vendors, what customers owe on your invoices, and which are past their due date.
Totals by month, category or vendor for whichever dates you ask about.
Everything booked with a vendor or customer, what you still owe them and their last entry.
Find sales or purchase invoices by number, party or date and open them in the chat.
What's awaiting approval, what's approved and how much is still to reimburse.
Which statement periods are in for each bank and card account, with matched and unmatched line counts.
SEE IT IN ACTION
HOW IT WORKS
Type a question in plain words - what's overdue, what we spent, what we owe someone - or pick a suggestion.
Plain words. No reports to find.
Checking the books… Reading data… Data received. Every answer starts with a lookup in your own figures.
Every answer starts with a lookup in your books.
The answer comes with the entries that make it up, one per line with its amount - and each opens the record.
The entries behind the number, one per line.
Ask by category, vendor, customer or month and the figures come back grouped that way, with a total.
ledger_aggregate · by category · Jun 2026
The same Copilot answers from your phone. Replies stay short - tap Continue for the rest - and stay read-only.
Same Copilot, same books, from your phone.
WHAT'S OVERDUE?
Copilot runs the lookup it would take you three screens to do - 'Checking the books… Reading data… Data received' - and replies with the total and the list: which bill, which vendor, how late. Tap any line to open the entry.
READ-ONLY BY DESIGN
Ask Copilot to mark a bill paid and it will tell you where to do that - it cannot edit, create or delete an entry. Every figure it gives is looked up at the moment you ask, so what you see is what your books say right now.
BREAKDOWNS, PARTIES, STATEMENTS
Spend comes back grouped the way you asked - by category, by vendor or customer, by month. Ask about a party and you get what you owe or are owed and when it was last settled. Ask about a statement and you get how far it is matched.
READ-ONLY BY DESIGN
Copilot can look things up, but it can't add or edit entries, mark bills paid or approve claims. Ask it to, and it points you to the right page in KhataPilot.
No. Copilot only reads. It can't add or edit entries, mark bills paid or approve claims. If you ask it to, it explains where to do that in KhataPilot instead.
Yes. From your linked WhatsApp number, type a question to KhataPilot and Copilot replies in the chat. It can also send you the original PDF or image of an invoice saved in your records.
Copilot fetches figures from your books before it answers, rather than estimating. It's still AI, so check important numbers against the entries before you act on them.
Owners, admins, staff and your CA in their own portal. Each person only gets answers their access allows - payroll, for example, stays hidden from staff.
What is due and overdue, spend by category, vendor or customer, what you owe or are owed by anyone, which invoices are pending, the state of expense claims, and how far a bank statement has been matched. Anything it answers comes from the figures in your books.
No. Copilot is read-only by design. Ask it to mark a bill paid and it tells you where to do that - it never edits, creates or deletes an entry itself.
LESS PAPERWORK. MORE POSSIBILITY.
See what your everyday bills can become.
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