The Botkeeper Blog

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7 min read

Use this past season to build a better client base

We get it: the first four months of the year are a slog for accountants. Clients seemed MIA for most of the year but came rushing back hoping to get a last-minute tax filing. Each year, you plan to do better than the last, but even the best-laid plans go...

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5 min read

Why We're Inviting Firms to Evaluate Automation—And Get Paid for It

It's not clickbait, and it's not a gimmick. We're really paying accountants/firms to explore the idea of adding automation to their firm operations. 

And here's why: our mission is to bring value to the accounting profession in all aspects of what we...

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3 min read

Botkeeper Creates A Superior Credential Management Process —Introducing Password Manager

Accounting professionals have a lot on their plates—even during slower times of the year. But having to store, manage, and stay up-to-date on all your clients’ credentials for accessing important financial data shouldn’t be a burden to bear. Accountants...

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3 min read

Botkeeper Releases Smart Connect, The Future Of Financial Data Access

Prepare yourself for an understatement: Accounting isn’t what it used to be. 

Yes, the dramatic life shifts we’ve all experienced have thrown accounting firms into unknown territory this year, but the industry was already on its way toward a new order....

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5 min read

Making Radical Bookkeeping Easy

A few months before COVID-19 hit and turned our professional and personal lives upside down, I joined Botkeeper as VP of Strategy. For ages, I’ve been preaching the need to go digital, to get on the cloud, and to find ways to automate workload so we can...

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6 min read

An Introduction to Botkeeper Growth Partners

These days, to say that change can be hard would most certainly be an understatement. After what accounting firms have learned so far this year, we know that change is hard, especially when it’s forced upon you overnight.

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3 min read

Scaling Like a Pro: A Guide for CPA Firms

Accounting firms typically grow in one of two ways. Either they grow organically and hire more staff as the need for client work grows, or they grow through mergers and acquisitions and physically become larger firms. There is a third option to growth...

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4 min read

Bots Need Data: Training Makes Them Smarter & More Accurate

Have you ever seen the movie How to Train Your Dragon? A young Viking boy, who has grown up fearing dragons, meets one in the wild. Over time, he develops an understanding of the creature and learns how to communicate with him, and eventually both...

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3 min read

Botkeeper Introduces the New Transaction Manager Tool

With all that’s gone on—with all that’s still going on—most accounting professionals are busier than ever. On one hand, your business clients need financial clarity and trusted advice more than ever, representing unprecedented growth opportunities with...

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7 min read

So You’ve Partnered With Botkeeper—Now What?

Earlier this summer, as an escape from the mask city life, my boyfriend and I decided to take a ride to Cape Cod and hike the Dune Shacks Trail. I still remember how impossibly far the inlet to the water was when we first started our journey. Up and down...

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