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Copilot
copilot.appSummary
Ask questionsCopilot provides a white-labeled client portal solution for agencies and service-based businesses. It streamlines client onboarding, communication, and payments through features like invoicing, subscription management, file sharing, and e-signatures. The platform also offers developer tools and APIs for custom integrations.
Features10/46
See all10/46
Must Have
8 of 14
Payment Processing
Developer API Integration
Billing & Subscription Management
Dashboard & Reporting
Credit Card Processing
Online Payments
Developer Tools
Recurring Billing
Fraud Detection
Fraud Prevention
Global Payments
Credit Card Acceptance
Developer APIs & SDKs
Subscription & Recurring Billing
Other
2 of 32
Invoicing
Reporting & Analytics
Stripe Connect
Stripe Issuing
Stripe Terminal
Stripe Treasury
Stripe Atlas
Stripe Capital
Stripe Sigma
Stripe Tax
Stripe Invoicing
Multi-Currency Support
Global Payment Methods
Webhook Event System
Customer Portal
Payment Intents
Marketplace Payments
In-Person Payments
Connect Platform
Issuing
Treasury Services
Identity Verification
Mobile App Management
Webhooks & Event Notifications
Multi-Currency Support
Dispute Management
Reporting & Analytics Dashboard
Payout Management
PCI Compliance
Test Mode & Sandbox
Customizable Checkout
Invoice Creation & Sending
PricingFreemium
See allFreemium
Starter
$39.00 monthly
- 1 internal user
- 50 clients
- 100 automation tasks / month
- CRM
- Client portal
- Messaging and team inbox
- Invoices, subscriptions, pay links
- Proposals and contracts
- Task and project management
- File-sharing and intake forms
- Embeds and links
- Access to Copilot's App Store
- Standard support
- Limited internal users
- Limited clients
- Limited automation tasks
Professional
$149.00 monthly
Popular- Everything in Starter
- 3 internal users (additional users +$39/user)
- 500 clients
- 1K automation tasks / month
- Custom domain for portal
- Custom email domain
- API, Zapier, Make integrations
- App Visibility settings
- Custom Apps
- Low payment processing fees
- Priority support
- Personalized onboarding (requires annual plan)
- Per-user fee for additional internal users
Advanced
$399.00 monthly
- Everything in Professional
- 5 internal users (additional users +$59/user)
- Unlimited clients
- Unlimited automation tasks
- Remove ‘Powered by Copilot' badge
- Client Access permissions
- HIPAA compliance with BAA
- Lowest payment processing fees
- Enforce MFA for all internal users and clients
- Priority support
- Personalized onboarding (requires annual plan)
- Per-user fee for additional internal users
Enterprise
Custom
- Everything in Advanced
- Unlimited internal users
- Unlimited clients
- Unlimited automation tasks
- Sandbox workspace
- Dedicated success manager
- Technical advisor
- Priority support
- Personalized onboarding
- Shared Slack channel
- Requires contact for pricing
Rationale
Copilot offers a client portal that includes invoicing and subscription management, which directly aligns with payment processing and recurring billing. Their platform also provides developer APIs and webhooks, fulfilling the developer API integration and developer tools features. The presence of a 'Billing App' with features like 'Products', 'Invoicing', 'Subscriptions', 'Payment Links', and 'Product Store' confirms payment processing, online payments, and recurring billing. The 'API Reference' section explicitly details their RESTful API, confirming developer API integration and developer tools. While they mention 'Fees & Payment Reconciliation' and 'Reporting & Analytics' in their pricing and features, the depth of fraud detection is not explicitly detailed to match the 'fraud-detection' or 'fraud-prevention' features as strongly as Stripe's dedicated tools. However, the 'Dashboard & Reporting' and 'Reporting & Analytics' features are present.
