Picture this: It’s 6:47 p.m. You’re knee-deep in uncategorized transactions, urgent client emails won’t stop pinging your inbox, and your head’s pounding from juggling multiple transaction categorization spreadsheets. You sigh (maybe swear a little) and think: There has to be a better way.
Starting soon, there will be. Meet GL Automation, Botkeeper’s upcoming innovation that flips transaction categorization on its head. Instead of drowning in repetitive tasks, you’ll hand them off to AI—so you can pivot to higher-value work and close your books before your dinner goes cold.
Currently in its final stages of development, GL Automation harnesses AI to categorize client transactions pulled directly from accounts within their General Ledger (GL). Whether that data comes from a bank feed or manual import, everything gets processed daily—auto-categorizing high-confidence items and flagging anything below a certain threshold for review.
Translation? You’ll spend less time buried in line items and more time on strategic tasks. When GL Automation rolls out, you’ll quickly spot exceptions, confirm or adjust them, and move on with your day—no fuss, no tedious grunt work.
Imagine a world where you don’t spend hours each week categorizing transactions. Where “month-end close” doesn’t ignite a stress wildfire. Where your team focuses on strategy, analysis, and relationship-building instead of wrestling with data entry. Even better, one where you aren’t struggling with configuring bank and credit card accounts and tracking down secure logins. Well, it's coming soon.
Quit letting outdated processes eat up your day. With Botkeeper’s upcoming GL Automation, you can transform bookkeeping from an uphill climb into a streamlined, scalable process that actually frees you up for bigger goals.