Getting StartedUpdated May 2026
What Tetri Copilot Does
A complete overview of all Tetri Copilot modules and capabilities.
Access:OwnerAdminUser
Overview
Tetri Copilot covers the core operational needs of a growing business. Here is a summary of everything the platform can do.
Platform Modules
| Field | Required | Description |
|---|---|---|
Dashboard | — | Live overview of your key business metrics — revenue, expenses, outstanding invoices, and compliance status. |
Customers | — | Manage your customer database. Store contact details, track activity, and view invoice history per customer. |
Invoices | — | Create professional invoices, track statuses (Draft, Sent, Paid, Overdue), and manage line items. |
Payments | — | Record customer payments, allocate payments to invoices, and track outstanding balances. |
Receivables | — | Monitor outstanding amounts owed to you. View aging reports and follow up on overdue invoices. |
Expenses | — | Track all business expenses with categories, attachments, approval workflows, and AI categorization. |
Compliance | — | Track regulatory obligations, filing deadlines, tax reminders, and compliance history via templates and a calendar view. |
AI Assistant | — | Ask natural language questions about your workspace data. Get AI-powered answers about invoices, expenses, and compliance. |
Reports & Analytics | — | Generate standard reports (P&L, expense summaries, receivables aging), export to CSV/Excel, and view AI-powered forecasts. |
Notifications | — | Receive alerts for overdue invoices, upcoming compliance deadlines, expense approvals, and system events. |
Documents | — | Upload and manage files. Generate AI-powered business documents from templates. |
Settings | — | Configure your workspace, members, billing, email templates, notification preferences, and more. |
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Note
Which modules you see depends on two things: your role (Owners/Admins see settings and billing; Users and Viewers see less) and your plan (e.g. Expenses needs Starter, AI categorization needs Professional, advanced AI compliance needs Business). Features not in your plan are hidden or show an upgrade prompt.
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