Create workspace and company
Open Cowork Web, create a workspace, choose company type, accounting period, and user roles.
Company legal profile
Accountant/owner roles
Starting period
KOPA Cowork Docs
Run Cowork Web confidently from day one
A practical documentation flow for accountants and business owners: set up companies, connect data, assign work to AI agents, approve proposals, and inspect audit trails.
Built for Cowork Web at cowork.getkopa.com. Telegram Bot + Mini App are part of approval workflows; Zalo is prepared for a later rollout.
Quick start
Finish the foundation before assigning the first job to an agent.
Connect data sources
Connect bank feeds, e-invoices, Google Sheets, or Excel so the agent has reliable input data.
Bank account
E-invoice provider
Excel/Sheets template
Assign work to the AI agent
State the objective in plain Vietnamese or English: close monthly VAT, reconcile bank lines, or review overdue AR/AP.
Clear period
Synced source data
Approval thresholds
Approve proposals
Review the approval queue in Cowork Web or Telegram Bot + Mini App. Every decision keeps rationale and audit trail.
Legal basis
Proposed journal entry
Final reviewer
Go-live checklist
✓Company profile, tax code, and accounting period are correct.
✓Bank/e-invoice/Sheets data has synced recently.
✓Final reviewer has the right permissions.
✓High-risk workflows have approval gates.
✓Telegram Bot + Mini App were tested with a sample task.
Need rollout support?
If you are migrating from Excel or legacy accounting software, start with one sample company and the latest period before expanding.
Contact KOPA01
Workspace, companies, and permissions
KOPA separates workspaces, companies, and roles so service accountants can manage multiple clients without blurring access boundaries.
Create each company with tax code, accounting regime, and starting period.
Assign owner, accountant, reviewer, or report-only roles.
Use approval gates for high-risk work such as write-offs, finalization, and period closing.
02
Connect banks, invoices, and spreadsheets
The agent is only as reliable as its source data. Prefer official connectors first; use spreadsheets for migration or supplemental data.
Connect bank statements and e-invoices before reconciliation.
Use Google Sheets/Excel for opening balances or historical data.
Check sync status before asking the agent to close periods or produce reports.
03
Assign work to AI agents
Write requests like you would assign work to an accountant: objective, period, source data, and what should be escalated.
Be specific about month, quarter, or fiscal year.
Ask the agent to explain legal basis under TT200/TT133/tax rules when proposing entries.
Use the task queue to track running work, missing documents, and approval items.
04
Approve in Cowork Web, Telegram Bot, and Mini App
Important decisions are not pushed through silently. Reviewers approve on web or remotely through Telegram, with evidence and rationale attached.
Each task has evidence, pending reason, and next step.
Approve/reject through Telegram Bot + Mini App when away from the desk.
Zalo will follow the same approval model when that channel rolls out.
05
Audit trail and risk control
Every proposal, edit, and approval should leave a record that chief accountants, owners, or auditors can inspect later.
Review who created the task, what the agent did, who approved, and when.
Do not bypass period locks or approval gates for high-risk work.
Review period-end reports before sending them to tax authorities or management.