Corepilot is your AI assistant inside Coreloops. You can ask it questions or give it instructions — and it will find, create, and update your documents for you. No menus, no manual searching. Just ask.

Tell Corepilot what you're looking for and it will find it. You can search by project, supplier, client, status, type, date, document number, amount, or whether a document is a duplicate.

Example: "Show me all unpaid invoices for Supplier X on Project Y."

You can also ask Corepilot to count how many documents haven't been assigned yet.

Ask Corepilot to pull up any document. It will show you everything — all the details, all the line items — so you can review or act on it straight away.

Tell Corepilot what kind of document you need and it will create it for you. You can add line items at the same time or come back and fill them in later.

Need to add a batch of documents? Corepilot can import many documents in one go, saving you the time of adding them one by one.

You can update almost anything on a document — the status, who it's assigned to, the supplier or client, cost codes, tags, payments, and line items.

Need to assign the same project or cost code to a large group of documents? Corepilot can do that for all of them in one action — no need to open each one individually.

Ask Corepilot to approve a document. Before it does, it will automatically flag any warnings so you can review them first and avoid mistakes.

Corepilot can delete a document for you. If there are duplicates, it will walk you through which one to keep so nothing important gets removed by accident.

Need a PDF? Corepilot can generate one, refresh it if anything changes, and let you download the original uploaded file — all on demand.

If a document has multiple attachments that should be filed separately, Corepilot can split them into individual documents for you.

Corepilot can create, edit, or delete individual line items on any document. You can also link line items together — for example, connecting a purchase order line directly to an invoice line.

Add, update, or remove payment records on a document — all in a single request.

Create a new supplier or client directly while you're working on a document. Corepilot will also flag any unconfirmed contacts and ask you what to do with them.

Ask Corepilot for a budget view across a project, cost code, or purchase order. It will show you what's been spent against what was budgeted — instantly.

You can also get a full cost report — either for one project or across your entire portfolio — filtered by date range.

Not sure of the exact name? No problem. Corepilot uses AI to understand what you mean, so it can find suppliers, contacts, cost codes, projects, and line items even when you don't search with the exact words.

Leave a comment on any document, or ask Corepilot to pull up existing ones. You can also view the full history of changes on any document — useful for compliance, sign-off, and keeping everyone on the same page.

Create your own tags to organise documents in a way that works for your team.

Corepilot can pull up all the reference data your workflows rely on: projects, suppliers, clients, cost codes, VAT rates, users, contacts, and custom tag groups.

Corepilot remembers your conversation so you can pick up exactly where you left off. You can run multiple conversations at once, review past messages, and archive them when a project wraps up.

Still have questions? Contact our support team and we'll help you out.