6 min read

You Already Use Automation, But Are You Getting the Most Value From It?

By Jessica King on Mar 11, 2021 2:15:00 PM

This may come as a hard truth for those who fear change, but there’s no escaping automation. We come in contact with some element of automation from the moment we wake up—it’s in our smartphones, computers, cars, TV, behind the scenes of your bank account, and in too many other places to list out!

Topics: automation artificial intelligence accounting technology
6 min read

Botkeeper’s Proactive Engineering Saved One Client 60 Hours per Month

By Aaron Sullivan on Dec 8, 2020 9:00:00 AM

We're firm believers in the idea that challenges are opportunities in disguise. Call it a positive outlook, if you will, but we just think of it as a helpful approach to problem solving. And that's why Botkeeper was created: to help solve the problems preventing the accounting industry from becoming truly transformative!

Topics: automation Innovation Botkeeper Engineers
7 min read

How Automated Billing Improves Your Accounting Firm Workflow

By Asaf Darash on Dec 3, 2020 11:00:00 AM

Any accounting professional knows that a big part of the job is dedicated to settling client accounts and managing invoices. Thanks to continually evolving technology available in the accounting sector, this hefty task is becoming smaller and more manageable every day.

Topics: automation Accounting firm Billing
7 min read

Tech vs. Humans: How to Divvy Up the Accounting Work

By Jessica King on Nov 3, 2020 11:00:00 AM

When we talk about automation technology, it’s easy to let our imaginations run wild and jump to the distant future when bots might be able to operate independently from humans. But despite huge advances in automation technology, we’re not there yet, and we still need humans!

Topics: automation automated accounting human-assisted AI automation for CPA firms
3 min read

Botkeeper Celebrates Five Years & Accounting

By Aaron Sullivan on Jul 27, 2020 11:18:29 AM


It all started with a near disaster—a cash catastrophe, if you will.

Botkeeper CEO and cofounder Enrico Palmerino was running a previous startup called ThinkLite, which was doing well and growing faster than most startups. But the company’s rapid growth meant that it was difficult to keep up with all their accounting needs. To sum it up, Enrico and team ran out of cash because they had no insight into what their cash flow or balance was due to delayed financials.

Topics: automation Anniversary five year anniversary Botkeeper history
6 min read

Accountant’s Guide to Zapier: Adding New Clients to a Marketing Welcome Campaign in Mailchimp

By Ben Wright on Jul 24, 2020 10:00:00 AM

A new client is added to QBO, and simultaneously that client is added to your marketing welcome campaign in Mailchimp.

It’s always a good idea to welcome new clients to your business in some personal manner. It makes them feel like they’re going to be treated well in their brand new relationship with you, and it helps answer any on-boarding questions before they arise.

Topics: automation zapier automation series accounting firm marketing mailchimp
7 min read

Accountant’s Guide to Zapier: How to Automate Repetitive Tasks

By Ben Wright on Jun 3, 2020 10:59:23 AM

Imagine…a new client is entered by one of your bookkeepers into QuickBooks Online (QBO), and you’re automatically emailed a notification acknowledging the action. But not only that—you also learn that they’ve been added to a running Google spreadsheet of all your current clients.

This scenario, and many more, are easy to achieve using a type of middleware integration software like Zapier. In this article, we’ll explain how easy it is to set that automation up, and we'll show you some other ideas, too.

Let's jump in!

Topics: automation zapier automation series
1 min read

What’s the Difference Between AI & ML? Free Ebook

By Aaron Sullivan on Oct 17, 2019 3:41:20 PM

We’re in the age of artificial intelligence (AI) and machine learning (ML), and most industry leaders believe the two concepts—working in tandem—will be what creates massive growth for companies in every vertical. It’s actually what’s known as the Fourth Industrial Revolution, and we probably haven’t even hit the thick of it yet.

Topics: Ebook automation artificial intelligence machine learning AI vs ML
6 min read

13 Possibilities With Automated Bookkeeping

By Aaron Sullivan on Jun 20, 2019 4:29:59 PM

It's 2019, and we have machines to do nearly every awful task that we never wanted to do again...a dishwasher for our dishes, washing machine for smelly clothes, GPS for getting us anywhere, cars that drive and park themselves (also for getting us anywhere). But what about other terrible tasks? We're talking about things that would not only make our personal lives better, but also improve our professional lives.

Topics: Bookkeeping accounting solution automation small business bookkeeping Automated Bookkeeping

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