4 min read

Botkeeper Releases Smart Connect, The Future Of Financial Data Access

By Kierstyn Kalman on Dec 17, 2020 3:00:00 PM

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. Technology was on the rise even before the overnight shift to remote work.

Topics: botkeeper tools product update Botkeeping℠ Smart Connect bank connections
7 min read

Making Radical Bookkeeping Easy

By Jody Padar on Nov 19, 2020 9:00:00 AM

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 apply our gorgeous CPA brains to help our clients become healthier and smarter financial entities. Botkeeper is all about automation and saving us precious time.

Topics: cpalove Botkeeping℠ accounting firm automation bookkeeping automation
11 min read

An Introduction to Botkeeper Growth Partners

By Aaron Sullivan on Nov 17, 2020 10:00:00 AM

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.

Topics: Accounting firm growth Botkeeping℠ Growth Partners
5 min read

Scaling Like a Pro: A Guide for CPA Firms

By Jody Padar on Nov 12, 2020 10:00:00 AM

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 that doesn’t involve either of these: AI-powered technology.

Topics: Botkeeper For Dummies Botkeeping℠ Accounting firm scale
6 min read

Bots Need Data: Training Makes Them Smarter & More Accurate

By Jody Padar on Oct 22, 2020 4:59:24 PM

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 overcome their fear of the other and work together to reset the course of their village’s future. Sounds a bit like scary technology reshaping our industry, doesn’t it?

Topics: accounting automation Botkeeper For Dummies Botkeeping℠
5 min read

Botkeeper Introduces the New Transaction Manager Tool

By Kierstyn Kalman on Oct 20, 2020 12:30:41 PM

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 new client acquisition and increased advisory revenue. 

Topics: transaction manager categorizing transactions botkeeper tools product update Botkeeping℠
10 min read

So You’ve Partnered With Botkeeper—Now What?

By Kierstyn Kalman on Oct 13, 2020 10:30:00 AM

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 over massive sand dunes, it felt like we would never reach our destination. However, knowing the relaxation that lay ahead (and of course, the wine!) kept me going until we finally reached that amazing beach on the other side of the dunes. It was a picture-perfect moment, as captured above. (Cheeze!)

Topics: Botkeeping℠ tutorial Botkeeper onboarding Accounting Partner
7 min read

Botkeeper for Dummies is a Roadmap for CPA Firm Transformation

By Jody Padar on Sep 24, 2020 9:43:00 AM

On September 16, we finally got to tell the world about Botkeeper For Dummies. From the beginning of this process, we knew that Botkeeper For Dummies was more than just a book. It’s an introduction into how CPA firms can transform themselves into the firm of the future. Knowing how tough this is to wrap our heads around, Botkeeper For Dummies really helps CPAs and accountants understand and visualize unknown, maybe scary technology.

Topics: accounting automation Botkeeper For Dummies Botkeeping℠ CPA firm transformation
2 min read

Botkeeper for Dummies: New Book Helps CPA Firms Transform and Scale

By Jody Padar on Sep 16, 2020 2:47:00 PM

Get Your Copy Today.

After two and a half years, four authors and countless revisions, Botkeeper for Dummies has finally been published! This book has been a true labor of love, and its premise is what attracted me to Botkeeper in the first place – providing every accountant with the tools and technology to transform their firms and take client service to a whole new level. This book takes the guesswork out of how to apply the concepts of ‘Botkeeping’ – bookkeeping with bots – and gives readers an easy-to-understand crash course in AI, machine learning and what they can do for accounting.

Topics: Botkeeper For Dummies Botkeeping℠ CPA firm transformation accounting firm automation
2 min read

Botkeeper For Dummies Launch Event September 16

By Aaron Sullivan on Sep 4, 2020 3:45:00 PM

We’re on a mission to help streamline and scale bookkeeping in the accounting industry, and we’re turning every page in our library of resources to do exactly that. Actually—we’re filling the pages with our insights on automated bookkeeping!

That’s right—we wrote a book about automated bookkeeping and its role in the accounting industry.

Topics: Botkeeper For Dummies Botkeeping℠ Botkeeper book

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