BusinessCopilot Documentation
Learn how to set up and run your business with BusinessCopilot — sales, inventory, accounting, HR, and more, all in one place.
What is BusinessCopilot?
BusinessCopilot is a business management platform for small and medium retail and pharmacy businesses in Nigeria. One account covers your sales till, stock, purchases, cash and banks, accounting, HR and payroll, customer relationships, and reporting — across as many branches as your plan allows.
Start here
- New to BusinessCopilot? Head to Getting Started to create your account, set up your first branch, and invite your team.
- Want the big picture first? Core Concepts explains workspaces, branches, roles, and plans in plain language before you touch any module.
Everything else
The rest of this documentation is organized by what you're trying to do:
- Sales & POS — the till, discounts, returns, and your cash drawer
- Inventory & Purchases — your product catalog, stock, and buying from suppliers
- Cash & Banks — your accounts, transfers, reconciliation, and cash forecast
- Accounting — Profit & Loss, Balance Sheet, expenses, and VAT, in plain language
- Accounting Guide — the full mechanics, for an Accountant: chart of accounts, journal entries, VAT/WHT, fiscal year close, and more
- HR & Payroll — staff profiles, attendance, leave, payroll, and performance reviews
- CRM & Loyalty — leads, customer segments, loyalty tiers, and campaigns
- Business Growth — social accounts, campaign performance, and discount rules
- Reports & Business Intelligence — dashboards, custom reports, and exports
- Clinical Suite — patient records, appointments, follow-ups, reminders, and Insights for pharmacies and clinics
- Plan & Billing / Settings — your plan, add-ons, usage, and payments
- Troubleshooting & FAQ — quick answers to common questions, by module