5 min read

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

Jun 4, 2021 3:46:50 PM

Thinking About Automation at Your Firm? Get Rewarded for Exploring Botkeeper

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 do. We know this is the time of year that accountants and firms are finally taking a deep breath after working themselves to the bone during the busy season. Our Accounting Partners take advantage of this time of year to rest and relax and enjoy their summer before focusing on the back half of the year.

But simultaneously, savvy firms take this time to review goals and make headway on achieving them. Whether it's growth, optimization, diversifying services, modernizing, improving margins, or anything else—you can start to chip away at it right now and set yourself up for the biggest possible return before the next busy season hits.

Plus, making changes now means you'll be able to make the most of your summer—consider how valuable peace of mind can be!
So with this in mind, when an accounting professional is willing to carve into their own downtime to pursue the best possible return for their firm, we feel that deserves genuine appreciation. That's why during the month of June, any accounting professional who meets with our team to evaluate Botkeeper will be sent a gift card as a wholehearted thank-you for their time, no strings attached.
Keep reading for more details and instructions on how to get started with this offer!

Special Offer: Explore Accounting Automation & Get Rewarded for Your Time

To help accountants and firms make the most of their summer—and take real action toward improving their operations, resources, and bottom line—we’re inviting firms to explore the power of automation technology with us. 

And to thank you for meeting with us, we’ll send you a $100 gift card following the meeting! Consider it the cherry on top after you take a tour of the benefits of technology.

Speaking of—the 2020 Practice of Now Report from Sage concluded that the majority of small- (64%) and medium-sized (59%) accounting firms believe technology has improved their firms—specifically related to efficiency and productivity. They’re surely onto something, and they’re not alone! 

We’ve seen first-hand how automation is a boost to firms:

  • RiverRidge CPAs saved 26 hours per week and an estimated $20k
  • Tm2 saved 30 hours per week and created a new revenue stream 
  • Steirman CPAs saved 60 hours per month and estimates savings of $312k

Plus, plenty of other firms have embraced technology to save time and money before, during, and after the busy season, which leads us to ask:

Have you taken steps toward implementing technology at your firm? What’s holding you back?

You might BE INTERESTED IN this ebook:
Who Benefits the Most From Automation at Your Firm?


Automation Technology Empowers Accountants to Be More Human

At a time when the biggest firms with deep pockets are investing a lot in technology, the rest of the industry faces tremendous risk if other firms don’t take action. Simply put: if your firm ignores the writing on the walls, there’s no guarantee you’ll be able to create a competitive, sustainable growth strategy—or survive the next global/economic crisis.

But that’s exactly why Botkeeper exists: it’s purpose-built for accounting firms, offering a path forward for firms of all sizes and specialties, no matter the timing.

Perhaps more importantly, these considerations are also why we’ve restructured Botkeeper pricing to make our revolutionary technology more accessible for firms. You can now take advantage of Botkeeper technology without making a huge financial investment.



Automation Technology Is a Game Changer for Firms

There’s no denying that firms that run with automation see big results in record time. That’s because they get near 100% accuracy, round-the-clock service (bots don’t sleep), and a price point that’s at a fraction of the cost of hiring a full-time employee.

Take a look at some of the features Botkeeper offers:

  • Transaction Manager: Machine learning and artificial intelligence work together to auto-categorize transactions so you don’t have to worry about it.

  • Smart Connect: Links directly to a client's financial accounts and fetches bank statements from over 4,600 financial institutions, pulling bank and credit card statements as soon as they’re available.

  • Task Manager: Simplifies communication, improves staff oversight, and manages all your firm’s outstanding tasks in one secure place.

  • Password Manager: A secure, centralized, and streamlined view of all your client's credentials.

And that’s just the beginning. You also get expert customer support from veteran accounting professionals, help with growing your book of business through new client opportunities, access to exclusive thought leadership events and resources, and peace of mind knowing that you’re not wasting money on a tool that won’t help you move the needle.

Check out this Platform Overview video that gives you more than a bird’s eye view of how Botkeeper works!


Botkeeper Product Tour


See For Yourself—And Your Firm 

We’d love to show you exactly how Botkeeping℠ will benefit everyone at your firm, from senior leadership to junior staff. The fact of the matter is that busy seasons are going to keep getting busier; now’s the time to lay the groundwork for future success and growth. 

And we know your time is valuable, which is why we’re happy to send you a $100 gift card following our meeting. Hopefully it will make your summer a little bit sweeter, and you’ll be able to really enjoy it knowing that your firm is creating a better future for itself!

Click below to book your meeting and discover the power of automation. 


Book your meeting here


Aaron Sullivan

Written by Aaron Sullivan

Aaron is a content marketer with a background in writing and editing for social, email, and blogs. His experience is heavily focused on bookkeeping/finance, entertainment, and beer.