The PayHelpa Financial AI Copilot cloud-based B2B financial management platform.

PayHelpa Financial AI help businesses

• Automates repetitive bookkeeping and accounting tasks.
• Effortlessly handles business expenses and simplifies invoicing.
• Tracks sales and optimizes cash flow management.
• Facilitates expense management and bill payment.
• Offers valuable insights into your company's financial performance.
• Make business forecasts based on existing financial trends.

The Financial AI Copilot uses bookkeeping and financial data through 3rd party API integration and manual document upload. Once integration is complete, a user can perform any accounting and financial assignment using the PayHelpa AI chat.

• Seamlessly reconciles data and streamlines bookkeeping.
• Provides personalized financial recommendations and strategies.
• Manages your client interactions efficiently.
• Helps you plan ahead and create budgets.
• Reduces labour cost for businesses.

PayHelpa Financial AI Co-Pilot provides a seamless and user-friendly experience for small businesses to efficiently manage financial reports, monitor income and expenses, and much more. To get started, we recommend watching our How-To video, which will guide you through the steps of using our platform effectively.

Absolutely, our subscriptions are billed on a monthly basis. You can explore our pricing plans and choose between monthly or annual payment options to suit your preference.

In PayHelpa Financial AI Co-Pilot Essentials, the usage limit includes up to 10 users, along with a dedicated account manager. For the Premium version, there is no user limit; you'll have unlimited users, along with your dedicated account manager.

To find the current pricing details, please visit our pricing page .Additionally, you have the option to explore a 14-day free trial before making a commitment.

You can initiate a 14-day free trial by simply providing your name and email address. During the trial period, we don't require your payment information.

Afterward, you can select a plan and start using our exclusive service.

You have the flexibility to import and export various lists to and from MS Excel or CSV files, including:

• Customer Records
• Clients' Details
• Products and Services
• Chart of Accounts
• Invoices
• Bills
• Banking Data, etc.

PayHelpa Financial AI Co-Pilot utilizes Amazon Web Services (AWS) infrastructure for secure cloud storage. This ensures that your data is not only backed up but also stored off-site. Furthermore, all data transmission is secured with 128-bit SSL encryption for your peace of mind.

At PayHelpa, we prioritize data security. Rest assured, your data is safeguarded and readily accessible to you.

If you cancel during the free 14-day trial, we'll promptly remove all your data from our servers. Please ensure you've saved any reports you wish to keep before canceling.

For paying PayHelpa Financial AI Co-Pilot subscribers, post-cancellation, you'll have read-only access to your data for 365 days. After this period, your data will be permanently deleted from our servers.

Go to Team on the dashboard, click Add Member and follow the instructions.

Absolutely! PayHelpa goes beyond being just a financial AI assistant platform. We empower both individuals and businesses to effortlessly make cross-border payments using their local currency. Visit the cross-border payments page to get started.