Pemo Knowledge Base
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  • ๐Ÿ“šPemo Knowledge Base
  • Getting Started
    • โญGetting Started as an Admin
      • โœ…Verifying the Company
        • ๐Ÿ“„How to get a bank reference letter
      • ๐ŸšขInvite your Team and Accountant
        • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Bulk inviting your Team
        • ๐ŸงInviting a Single Team Member
      • ๐Ÿ’ฐTop up your wallet
      • ๐Ÿ’ณOrdering your first Pemo Cards
      • ๐Ÿ“ฑPemo mobile app tour
    • โ˜•Getting Started as a Team Member
      • ๐ŸคAccept the invite
      • ๐ŸšฆComplete User Verification
      • ๐Ÿ—ฃ๏ธRequest your Pemo Card
      • ๐Ÿ’ณActivate your physical card
      • ๐Ÿ’ธHow to pay with your Pemo card and attach your receipt
      • ๐Ÿ“ฑPemo mobile app tour
    • โ“Pemo General FAQs
  • Wallet & Cards
    • ๐Ÿ“ฅWallet Management
      • ๐Ÿ’ฐStep by step guide to topping up your wallet
        • ๐Ÿ’ฐGuide for older process for topping up
      • ๐Ÿ”ŽUnderstanding Your Pemo Wallet Statement
        • ๐Ÿ—ƒ๏ธTax invoice
        • ๐Ÿ—„๏ธCSV Statement
        • ๐Ÿ“‚PDF Statements
      • ๐Ÿ“ฌGet notified when your wallet is running low
      • ๐Ÿค‘How cashback works
      • โ“Wallet FAQs
    • ๐Ÿ’ณPemo Cards
      • ๐Ÿ‘จโ€๐ŸญActivating a physical card
      • ๐Ÿ’โ€โ™‚๏ธRequesting a Pemo card as a team member
      • ๐ŸคApproving request for new cards
      • โ„น๏ธAbout your card spending limits
        • ๐Ÿ—“๏ธCalculating your total monthly spend limit
      • ๐Ÿ“ŠRequest changing the card limits as a team member
      • ๐Ÿ‘Approving requests for new card limits
      • ๐Ÿ’ฑFees associated with card transactions
      • ๐ŸApple Pay for your Pemo Cards
        • How to set up Apple Pay for your Pemo cards?
      • ๐ŸคณGoogle Pay for your Pemo Cards
        • How to set up Google Pay for your Pemo cards?
      • ๐Ÿง™Card benefits & how to redeem
        • ๐ŸฅฆHow to redeem your Talabat pro offer using your unique voucher
      • Cards FAQs
    • ๐Ÿ“ŠBudgets
      • ๐Ÿ’ณSteps to Create a Card-Type Budget
      • ๐Ÿ‹๏ธSteps to Create a Member-Type Budget
      • ๐Ÿ›’Steps to Create a Merchant Category-Type Budget
      • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Steps to Create a Team-Type Budget
      • โœ๏ธManaging Your Budgets: How to Edit, Delete, or View Budget Details
      • ๐Ÿ“ฉBudget Owner Notifications
    • ๐Ÿ›‚Managing Cards as an Admin
      • ๐Ÿ’ณOrdering new Pemo cards
      • ๐Ÿ”“Setting/updating limits on Pemo cards
      • ๐ŸงŠFreeze, Unfreeze and terminate cards
      • ๐Ÿ›’Take Control with Merchant Category Restrictions
      • ๐Ÿ‘How to approve new card limits as an Admin
      • ๐ŸคHow to approve new card requests as an Admin
  • Expenses
    • ๐ŸงพExpense Management
      • ๐Ÿ“ฉReceipts Inbox
        • ๐Ÿ‘ฉโ€๐Ÿ”งHow to add an email address to your mail box as a contact
        • ๐Ÿ“จSetting up automatic email forwarding for digital receipts
        • โ‰๏ธUnderstanding Receipt Statuses in the Pemo Receipts Inbox
      • ๐Ÿ’ตCreating out-of-pocket expense
      • ๐Ÿ‘๏ธโ€๐Ÿ—จ๏ธTrack Expenses as a Team member
      • ๐Ÿ‘จโ€๐Ÿ’ผManage Expenses as an Admin/Financial Controller
        • ๐Ÿ‘Pemo's Receipt Verification
      • โž•Adding a receipt and note to a card expense
      • โœ…Setting up Approval Policies
        • ๐Ÿ’ณCard Expenses Approval Policy: Step By Step Guide
        • ๐Ÿ†•New Cards & Spending Limits Approval Policy: Step By Step Guide
        • ๐Ÿ“คOut-of-pocket Expenses Approval Policy: Step By Step Guide
        • ๐Ÿ“„Invoices Approval Policy: Step By Step Guide
        • ๐Ÿ’กEditing the Default Policy
    • โš™๏ธCard Expenses vs. Out-of-Pocket Expenses: Whatโ€™s the Difference?
    • ๐Ÿ‘ฉโ€๐Ÿ’ปExpenses Tab: Statuses & Tracking
  • โš–๏ธCash balance
    • ๐Ÿ“‘Cash balance as an admin or accountants
      • ๐Ÿ”„Exporting Withdrawals & Pocket Expenses
      • ๐Ÿ–‡๏ธLinking Users to Accounting Accounts
    • ๐Ÿ’ตCash balance as spender (team member)
  • Invoices
    • ๐Ÿ“ Invoice Management
    • ๐Ÿง Understanding Invoice statuses in Pemo
  • Accounting and Pemo
    • ๐ŸŽ‡Submission Polices
      • ๐ŸšฉWhat are Submission Policies?
      • ๐ŸŽ™๏ธDefault Submission Policies
      • ๐Ÿ’ณCreating Custom Submission Policies for Card Expenses
      • ๐ŸงพCustomizing Default Submission Policy for Pocket Expenses
      • ๐Ÿ“ฌReminders and Notification
    • ๐Ÿ“ Accounting Setup
      • ๐Ÿช›Setting up Accounting with Pemo
        • ๐Ÿ“•ZohoBooks Integration
          • ๐Ÿ”—How to Link Zoho Books to Pemo - Step-by-Step Guide
            • ๐Ÿ”Pemo Integration Permissions with Zoho Books Overview
            • ๐Ÿ”งTroubleshooting Zoho Books Connection issues
          • โœ๏ธHow to use our offline integration with ZohoBooks
        • ๐Ÿ’ปXero Integration
          • ๐Ÿ”—How to link Pemo to Xero - Step by Step Guide
            • โ“Xero Online Integration FAQ
          • โœ๏ธHow to use our offline integration with Xero
        • ๐Ÿ–‡๏ธWafeq Online Integration
          • ๐ŸฆพHow to link Pemo to Wafeq - Guide
          • โ“Wafeq Online Integration FAQ
        • ๐Ÿ”—Quickbooks Integration
          • ๐Ÿ“คHow to link Quickbooks to Pemo - Step by Step Guide
          • โœ๏ธHow to use our offline integration with Quickbooks
        • ๐Ÿง™Tally Integration
          • โ†”๏ธExporting & Import Expenses to Tally
        • ๐Ÿ“ŠPemo Universal CSV
          • ๐Ÿ”ŽUsing the Pemo Universal Template
      • ๐Ÿ’ AI Powered Accounting
        • ๐Ÿ”ทPemo Copilot
          • ๐Ÿ”นActivating Pemo Copilot
        • ๐Ÿ”ถSmart Vendor Creation
          • ๐Ÿ”ธHow to activate Smart Vendor Creation
    • โ“Accounting FAQs
  • Managing your account as Admin
    • ๐Ÿ‘ฉโ€๐ŸญUser and Team Management
      • โœ‰๏ธInviting and deactivating users
      • ๐Ÿ‘จโ€๐ŸซManage User Roles
      • ๐Ÿ“ฉInviting an external accountant
      • ๐Ÿ‘ฏOrganize Pemo Users by Teams
    • ๐Ÿ‘ฉโ€๐Ÿ’ปAdmining your Account
      • ๐Ÿ”Subscription plans and pricing
      • ๐Ÿ–‡๏ธChanging your company name or address
      • ๐ŸšงCompany account restriction reasons, timelines, and explanations
      • ๐ŸคPemo referral program
        • ๐Ÿ›ค๏ธHow to track your referrals
        • ๐ŸŽ‡How to redeem your reward
      • ๐Ÿ“งHow to manage your email notifications in Pemo
  • ๐Ÿ”Privacy & Security
    • ๐Ÿ‘ฉโ€๐ŸญHow to protect your account from fraudsters
    • ๐Ÿ›‘How to Handle a Fraudulent Transaction on Your Pemo Card
  • ๐ŸฅธHow to spot and avoid phishing scams targeting your corporate card
  • Video Series
    • ๐Ÿ“ฝ Order your Pemo cards
    • ๐Ÿ“ฝ Add funds to your Pemo account
    • ๐Ÿ“ฝ Edit, terminate and freeze cards
    • ๐Ÿ“ฝ Set up your Approval Policies
    • ๐Ÿ“ฝ Manage card limits
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  1. Accounting and Pemo
  2. Accounting Setup
  3. AI Powered Accounting

Pemo Copilot

Pemo Copilot is your AI-powered personal accounting assistant.

PreviousAI Powered AccountingNextActivating Pemo Copilot

Last updated 3 months ago

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Pemo Copilot automatically categorizes your expense fields, like your Chart of Accounts, Vendor and VAT details, by learning from your past expense entries. The more you use it, the smarter it gets, saving you time and improving the accuracy of your bookkeeping.

Hereโ€™s why youโ€™ll love it:

  • Time-Saver: Automates routine tasks so you can close your book up to 5 times quicker, allowing you to focus on what matters.

  • Smart & Efficient: Learns from your data to make expense management smoother and more accurate.

  • Editable Suggestions: You can easily tweak inputs from Pemo Copilot, putting you in full control. Itโ€™s a win-win!

  • Hassle-Free: No setup neededโ€”just turn it on and let Copilot do the rest.

Pemo Power Tip: To activate Pemo Copilot, you need to have your Accounting Integration set up with at least 3 accounts in your Chart of Accounts. Need help? Learn more about accounting with

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Pemo here.
๐Ÿ”นActivating Pemo Copilot