πŸ”·Setting up Pemo Copilot

Pemo Copilot is your AI-powered personal accounting assistant.

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.

Here’s why you’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.

  • Hassle-Free: No setup neededβ€”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 Pemo here.

Step by step guide to setting up Pemo Copilot

  1. Log in to your Pemo account Simply sign in as you normally would. No need for additional downloads or installationsβ€”everything is built right into your existing Pemo platform.

  2. Head to β€œAccounting Export” Navigate to the β€œAccounting Export” section in your dashboard. There, you’ll find the option to access Pemo Copilot under settings. Look for the blue stars iconβ€”that’s your gateway to smarter accounting!

  3. Activate Copilot Click the blue stars icon to activate Copilot. That’s it! Once activated, Pemo Copilot will start learning from your past expense entries and automatically categorize your expenses. Now, sit back and watch as your accounting tasks become easier and more efficient, with no extra effort on your part!

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