Project · AI Planning · SaaS
CopilotPlan
An AI copilot that knows your business — draft the plan, keep financials linked, generate the deck, share with investors, and execute the roadmap in one workspace.
CopilotPlan replaces the founder shuffle between docs, spreadsheets, and decks. The copilot reads plan narrative, financial assumptions, and milestones together — so drafts stay on-model, contradictions get flagged, and investors see a live source of truth instead of a stale PDF.
Free plan available (no card). Paid plans add modeling, AI review, pitch decks, execution boards, and team collaboration. Two-way OAuth can connect Mrfqy ERP so catalog, actuals, and books sit next to the plan.
Five doors, one copilot
Plan Builder
Eight guided sections with AI first drafts you refine — industry templates, narrative ↔ model sync.
Financials
Linked P&L, cash flow, and balance sheet. Scenarios, integrity checks, plan-vs-actual, live KPIs.
Pitch Deck
Investor slides generated from the plan — not a disconnected deck that drifts from the numbers.
Execution
Milestones become Kanban tasks and timelines, with assignments and notifications so the plan is the roadmap.
Investor Share
Live links with what-if sliders, comments, change-request inbox, view analytics, and an audit changelog.
Context-aware AI
Draft, flag mismatches, and review like an investor. Exports: PDF, DOCX, XLSX.
CopilotPlan and myPNL share the planning engine (two brands). From CopilotPlan you can connect Mrfqy ERP over OAuth so pan-Arab commerce — catalog, actuals, and books — feeds the copilot instead of living in a separate spreadsheet.
Founder & lead engineer — copilot product, linked financial modeling, investor share experience, and the Mrfqy ERP integration.
Start with CopilotPlan →