FAQ

Botkeeper’s Tax ID number is 47-4645691.

Botkeeper’s physical address is 33 Arch St, Boston, MA 02111.

You can explain to your clients that your Bot Team is made up of a combination of automation via Artificial Intelligence, Machine Learning, and software with some light human oversight.

When you give Botkeeper bank account access, it’s given as “view only” access. Botkeeper needs bank access to verify what comes through the bank feeds. There are numerous occasions where certain transactions will not sync over properly or not show up at all, so with bank access, Botkeeper will be able to fix the issue. Bank statements also provide Botkeeper with beginning and ending balances, so we can properly verify the balance of the account. Most statements will show check details that aren’t available through the sync. This means Botkeeper can trace cash without bothering you or the client. An example of this is that we can view what checks make up a deposit. If the bank feeds disconnect, Botkeeper can fix the feed themselves. Botkeeper can also pull historical bank statements. Also with expenses, we can see the image of the check—if we flag a weird description, we can look it up and see what it’s for. It’s best to set up a separate account and login for Botkeeper so you or your client can add our verification access.

If your client needs additional services outside of their original Botkeeper package, please contact your Botkeeper Growth Partner.

Botkeeper needs access to your client’s QuickBook Online accountant in order to provision their Client Portal, so the Partner would need to work with Botkeeper on credentialing.

Botkeeper supports QuickBooks Online (QBO).

Botkeeper needs access to your client’s bank accounts and/or statements in order to verify what comes through the bank feeds. There are numerous occasions where certain transactions will not sync over properly or not show up at all. Statements also provide Botkeeper with beginning and ending balances, so we can properly verify the balance of the account. Most statements also show check details that aren’t available through the sync.

The Botkeeper style guide can be found within the Botkeeper Press Kit, available on our website at https://www.botkeeper.com/botkeeper-press-kit.

Botkeeper loves referrals! You can reach out to your Growth Partner at anytime to introduce your referral.

You’re able to give Botkeeper access to communicate directly with your clients, but this is optional. All communication under the Partner Platform will be under a generic user name (Accounting).

A lot of Partner firms who use Botkeeper’s non-branded platform introduce it as a technology service that helps streamline their bookkeeping functions. I.e., you can tell your clients that you’re leveraging Artificial Intelligence and Machine Learning technology to perform some bookkeeping functions for them.

Botkeeper is on all major social media channels: Facebook, Twitter, Instagram, LinkedIn, and YouTube. We encourage you to follow us to stay up-to-date on all things Botkeeper (links can be found in the footer of Botkeeper.com).

The best way to stay up-to-date on all things Botkeeper is to sign up to receive Botkeeper emails and blog notifications, and to follow us on social media (links can be found in the footer of Botkeeper.com).

If you have billing questions, please reach out to your Growth Partner.

Botkeeper can only bill you, the Partner directly; we cannot bill your clients directly.

We’d love to! We’re always looking to do case studies on Partners. Please reach out to your Growth Partner to coordinate.

You bet. Most of the information you need can be found in the Botkeeper Press Kit (https://www.botkeeper.com/botkeeper-press-kit). You can also reach out to Botkeeper Marketing at anytime at marketing@botkeeper.com.

The playbook will be available to download from within the Client Portal for each client.

Botkeeper has an assortment of templates to send to your clients about your firm moving to the Botkeeper platform.

Please reach out to your Growth Partner for a full list of integrations for the Client Portal.

Your Growth Partner will be with you every step of the way, from deployment to ongoing services. You and your Growth Partner will find the right cadence for meeting to ensure your success.

Members of the Client Portal are able to update credentials within the bank authorization feature. For non-bank items such as Bill.com, Shopify, Venmo, etc., Botkeeper has view-only user access, so no credential changing would be needed.

Please speak with your Growth Partner about bulking pricing.

Botkeeper is SOC2 - Type 2! Check out the full press release here.

Ideally, your clients should provide you with credentials to manage the bank connections. However, you can have your clients access their portals and connect things with their own credentials.

Botkeeper’s non-branded platform is the Botkeeper platform with no Botkeeper branding anywhere. This allows the CPA firm to use the Botkeeper platform and service without the client’s awareness. The Botkeeper branded platform is the Botkeeper platform with Botkeeper branding. This allows Botkeeper to work directly with clients if needed.

When completing the questionnaire - you will see the new client added to the client list with the status “Onboarding”.

When you fill out a client questionnaire, all the responses are saved in your Partner Platform within the “Deployment” folder and also within the client’s subfolder.

At the moment, you can only @mention one person at a time. If you want to send a communication to a client group, the only option is to make an announcement in the client’s activity feed, which will notify all members.

The “Accountant” member on the Partner Platform is the Accounting team on the Botkeeper side who is supporting your account.

Unfortunately there is no way to color coordinate icons for certain people. However, you can help distinguish between different personnel by having individuals upload profile pictures.

Your clients can upload documents into their Client Portal directly by logging into their Portal, going to the left side menu and selecting the “File” icon. Additionally, each client has a unique email address that is generated within your Partner Platform. This email address can be found by navigating to the left side menu and selecting the “File” icon. Then select “Email Upload” to get the dedicated email address.

You will be able to upload your client’s files in their Client Portal. Additionally, each client has a unique email address that is generated within your Partner Platform. This email address can be found by navigating to the left side menu and selecting the “File” icon. Then select “Email Upload” to get the dedicated email address.

Botkeeper refers to the client portal as simply a “Client Portal.”

You can reset your Botkeeper password by clicking on the “Forgot Password” button on the portal login home screen. An email will be sent out to the registered email account on file with reset instructions.

Your clients can reset their Botkeeper passwords by clicking on the “Forgot Password” button on the portal login home screen. An email will be sent out to the registered email account on file with reset instructions.

To delete a client, click on the “Request Termination” button located on the client questionnaire on the main page of your Partner Platform. This will remove a client from your portal.

Botkeeper does not have a mobile app. However, both the Partner Platform and the Client Portal are mobile-friendly.

Enter your clients’ email addresses in your Partner Platform to send them invitations to join their Client Portals. They’ll receive an email invitation for next steps in setting up their account.

The Client Portal is a web platform for all bookkeeping needs. Clients can view financial metrics via the dashboard, upload files for teams to see and share, and use collaborative tools to keep everything documented and in one place.

The Partner Platform is where you’ll have access to all your clients’ Client Portals. Client Portals are created after you fill out a client questionnaire for each client. The questionnaire is then reviewed by Botkeeper before being deployed by Botkeeper’s Deployment team.

During the initial onboarding stage, your Customer Success team member will walk you through the steps of adding your first batch of clients, starting with filling out a client questionnaire. This process will be the same for any new clients moving forward, and to get started, you simply go to your Partner Platform and click the “Add new client” button.

The Transaction Manager is a tool that gives you the ability to see the transactions that need to be categorized in real-time. You will see the suggested categories for some of the transactions that are flagged for your approval. This function is still in beta.

Yes! While there is no native mobile app for the Partner Platform, it is mobile-friendly.

Yes! While there is no native mobile app for the Client Portal, it is mobile-friendly.

Yes, you are able to select multiple people to be administrators on a Partner Platform. Simply log into your Partner Platform and Select “Settings.”

If you’re an administrator on the Partner Platform, you can customize the settings within each Client Portal.

You can make announcements to all members of a specific Client Portal by posting a note in the “Recent Activity” section found on the right side of the Client Portal.

During onboarding, your Customer Success Lead will help you create a custom welcome message. You can change this message at anytime by clicking on the “Edit” button on the upper left corner of the welcome message in your Partner Platform.

Anyone who has administrator access in the Partner Platform can upload logos in the client’s Client Portal at any time by going to “Settings” on the upper right hand of the homepage of the Partner Portal.

Yes—You can download and print reports at anytime within the “Files” section of your Partner Platform. Alternatively, your clients can also print reports by going to their Client Portal and going to the “Files” section.

Items you’ve deleted will appear in the “Trash Bin” icon next to the settings sections.

2FA (two-factor authentication) is disabled by default, but you can enable it under your account settings menu in your Partner Platform.

You can change your time zone in the Partner Platform under your account settings menu.

You can change your language and date format in the Partner Portal under your account settings menu.

Yes, your time zone and language you’ve selected in your Partner Platform will default for your Client Portals.

Unfortunately, Botkeeper only supports clients in the US.

You can change your notification settings in your Partner Platform under your account settings menu.

Only administrators can add other administrators to the Partner Platform. You can do this in the account settings menu in your Partner Platform.

Within the Partner Platform, you can search through a client’s tasks, files, notes, discussions, etc.

Clients will get notified via email whenever there’s new activity within their Client Portal.

If the client has multiple locations with different bookkeeping workflows, it might make sense to have two multiple portals to prevent confusion. Talk with your Growth Partner if you think this might be necessary.

Botkeeper’s Dashboards allow users to blend both financial data and non-financial data, whereas QuickBooks Online dashboards only show financial metrics around income, expenses, etc.

To set up a new QuickBooks Online account, the Botkeeper team will need the following information about the company: name, address, city, state, ZIP code, and phone number.

Botkeeper protects your data with 256-bit encryption within the Botkeeper Platform; that’s the same level of encryption you’ll find with online banking and shopping. And for added security, all systems and databases are located in Amazon Web Services (AWS) data centers within the US. Botkeeper leverages AWS security products to ensure that our systems and infrastructure are configured in accordance with security and compliance best practices. In addition, all Botkeeper employees attend annual information security training, and we own our IP.