The Botkeeper Blog

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automation

4 min read

You've heard about the future of accounting. What about the now?

Over the last decade, the rapid development and implementation of financial technologies (Fintech) have made the future of accounting a hot topic. The entire profession is undergoing a fundamental transformation leaving many accountants to wonder, “Will...

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3 min read

Botkeeper needs your help to choose a new tagline

From “Just do it,” to “The real thing,” taglines have long been used to summarize a brand’s philosophy, values or personality. The very earliest advertising used taglines to clarify and emphasize a product offering, enticing potential customers.

The...

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4 min read

Client advisory services have already moved to the next phase

The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout client advisory services in their speeches, you’ve heard peers discuss them at mixers or read articles...

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6 min read

Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax or audit practice. Unfortunately, they quickly find that offering CAS services is a different animal, and...

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6 min read

Crafting your accounting innovation strategy

Automation across a wide range of professions and industries has become so commonplace that it’s almost a cliché. And the benefits of technology are now so broadly understood that they risk becoming a shorthand suggesting any technology solution is a...

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2 min read

Botkeeper Partners with Vic.ai to Evolve Accounting Automation

Botkeeper clients will soon be able to access a new feature embedded in the Botkeeper Operating System, powered by Vic.ai. This new module will provide accountants and firms a unified, faster, more intelligent, and advanced autonomous Accounts Payable...

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4 min read

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

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...

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4 min read

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

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...

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5 min read

How Automated Billing Improves Your Accounting Firm Workflow

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...

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4 min read

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

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...

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2 min read

Botkeeper Celebrates Five Years & Accounting

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...

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3 min read

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

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...

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3 min read

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

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...

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