Introducing the New Level Copilot: Your Automated Bookkeeping Assistant
As a business owner or finance professional, you know how critical accurate and up-to-date bookkeeping is to the success of your organization. Staying on top of your company's financial records can be a constant battle, taking valuable time away from growing your business.
That's where the new Level Copilot comes in. Level is your automated bookkeeping assistant, reviewing your QuickBooks Online data on a daily basis, identifying potential errors, and providing you guidance on how to fix them. Whether you're a business looking to keep your financial information in check or an accounting firm aiming to enhance service quality, Level helps you and your team stay ahead of costly bookkeeping mistakes by ensuring continuous oversight, support, and accuracy.
How the Level Copilot Works
A major part of how the Level Copilot helps you save money, time, and develop better bookkeeping habits is through its Bookkeeping Rules . These rules are based on bookkeeping best practices and insights gained from the countless hours we've spent working with QuickBooks Online.
Once the Level Copilot completes a review of your QuickBooks Online data, it generates a Bookkeeping Report . This report provides you with a summary of all the transactions created or modified in QuickBooks over the last 24 hours that meet your selected Bookkeeping Rules. It also shows you who was responsible for those entries, giving you full visibility into your company's financial activity.
Customizing Your Bookkeeping Rules
The Bookkeeping Rules you enable will depend on the needs and pain points of your particular organization. For example, if you want to stay on top of duplicate expense transactions, you can turn on the "Duplicate Expense Transactions" rule. Or if you need to monitor for accidentally deleted or voided transactions, the "Transactions Deleted" or “Transactions Voided” rules will be beneficial.
Whichever Bookkeeping Rules you choose, the Level Copilot will ensure you never miss a potential issue, saving you money, time, and helping you develop better bookkeeping habits that lead to more accurate books.
Get Started with the Level Copilot
Ready to take the hassle out of your bookkeeping and focus on growing your business?
Sign up for the Level 30-day free trial today (no credit card required) and let our automated assistant handle the heavy lifting. With the Level Copilot on your team, you'll have the peace of mind that comes from knowing your financial records are in order and your bookkeeping is in good hands.
