Botkeeper - Automated Bookkeeping Solution Purpose-Built for Accounting Firms

Botkeeper Automated Bookkeeping Solution Purpose-Built for Accounting Firms

What is Botkeeper?

Botkeeper is an automated bookkeeping solution specifically designed for accounting firms. It leverages machine learning and robust workflow tools to automate the most manual and time-consuming aspects of bookkeeping.

This automation significantly simplifies workloads and gives firms more time to focus on what matters. Botkeeper is committed to providing high levels of accuracy and security, with SOC2 Type 2 compliance and bank-grade security measures. The platform offers a frictionless online signup and provides firms with the option to utilize a tech-only solution managed entirely by the user.

Features

Smart Connect: Fetches bank statements and financial data in real time, eliminating manual logins and security hurdles.
Transaction Manager: Automatically categorizes and integrates transactions into accounting software, flagging uncertain ones for review.
Auto Bank Rec: Automates the reconciliation process, saving a ton of time, effort, and money.
JE Automation: Generate loan schedules quickly, and see all your client's loans in one spot.
Documents: Allows for secure document upload, storage, and retrieval, with unlimited space and organized search.
Work: Manages tasks and projects in one place, streamlining assignment and tracking for efficiency.
Activity Hub: Centralizes communications, ensuring seamless interaction between firms, clients, and Botkeeper.
Password Manager: Stores all passwords securely, providing easy and quick access without memorization.
Client & User Management: Manage what firm and client users see and do with user controls.
Bot Review: Flags the variances and exceptions you need to review.
Transaction Insights: See how much time and effort Botkeeper is saving you at a glance.
Close Tracker: Grab statuses on all your clients in a single view

Use Cases

Automating transaction categorization and reconciliation for accounting firms.
Streamlining bookkeeping workflows and reducing manual data entry.
Securely managing and storing financial documents.
Centralizing communication and collaboration between firms, clients.
Managing tasks, and projects in one place.
Generating loan schedules.

FAQs

What is an entity license?

An entity license is designed for accounting firms that support their clients using our platform. With each license, your firm can onboard and manage a specific number of client entities, providing them with access to our powerful bookkeeping solutions.
Do you offer month-to-month plans?

Yes! You have the option to sign up for a monthly plan. However, if you sign up for an annual plan, you can get the added benefit of an up-front discount.
What's included in the $69 license?

The Botkeeper Infinite entity license without services provides full access to all the software-only features, managed and administered by your firm. These include: Activity Hub, Work, Documents, Transaction Manager, Smart Connect, Password Manager, Portal Manager, Bot Review, Transaction Insights.
What types of support are available?

At Botkeeper, we're all about providing the support you need in a way that feels right for you. That's why we offer three distinct support tiers, each designed to meet your unique needs. Whether you're just getting started or you're a seasoned pro, you'll have access to our comprehensive knowledge base and live chat support to help you along the way. And don't forget to check out Botkeeper University.
What's your cancellation policy?

If you're on a monthly subscription, you can cancel anytime you need to. For our annual subscribers, your commitment is for the full year, but we're here to support you every step of the way.