Bot Review

AUTOMATE THE PAINFUL SEARCH FOR EXCEPTIONS IN REAL TIME

Stop spending hours manually reviewing the books for exceptions. Bot Review finds them for you in the blink of an eye.

MANUAL EXCEPTION SEARCHES SUCK.

Now, you can automatically find 13 different exception types for 1 happy accountant.

Bot Review scans your client's General Ledger looking for exceptions. When it finds one, it adds it to one of 13 different exception reports the system can generate. All the reports are gathered for your review under the Bot Review module. Click into any one of them to see the transactions that need attention. Action them all, and you're left with squeaky-clean books that smell springtime fresh.

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Do less work so you can do more work.

Manually looking through the general ledger is tedious, and you can easily miss something. With Bot Review, you'll know what needs your attention and why — freeing you up to do one of the other 27 million things you have to focus on in your day. In a world that's rapidly and ceaselessly changing for accountants, we know you have other priorities. Let Botkeeper take this one off your plate.

Botkeeper Bot review

Understand in a glance how far you have to go.

With progress bars on each exception report as well as an overall progress bar on the Bot Review section, you can see how much review work remains. Easily plan your time out and know exactly where you stand. You can even be proactive and address exceptions as they emerge, leaving you with a greatly simplified month-end review.

What is Bot Review?

Bot Review is an innovative solution designed to automate the month-end review process, transforming it from a tedious task to a streamlined experience. It meticulously flags any exceptions or variances, allowing for swift review and resolution, and eliminating the need to sift through multitudes of transactions.
What are the 13 exception types Bot Review looks for?
- Uncategorized Transactions - When a transaction is posted to an "uncategorized" GL account
- Duplicate Transactions - When two or more transactions have similar amounts, dates, and descriptions
- Similar Transactions - When two or more transactions have similar descriptions but are categorized to different payees or GL accounts
- Purchases Missing Payee - When purchase transactions are missing a payee
- Deposits Missing Customer - When deposit transactions are missing a customer
- Duplicate Payees - When two or more payees have similar naming
- New Payees with Activity - When a new payee has a transaction for the first time
- New Accounts with Activity - When a new GL account has a transaction for the first time
- Parent Accounts with Activity - When a parent GL account has a transaction posted to it
- Unreconciled Transactions - When a transaction is not reconciled in the GL
- Capitalization Threshold - When a transaction is greater than $2,500
- Non-Natural Accounts - When a GL account has a balance that is opposite of what it should be
- Missing Transactions - When a recurring transaction is not available in the GL
Does my firm pay extra for Bot Review?

As IF! No. Bot Review is included in the Botkeeper platform at all service levels. Isn't that nice of us? We'd also send you a card, but we don't have your address.

LOOKING TO SAVE TONS OF TIME AND GROW YOUR FIRM? LEARN MORE ABOUT BOTKEEPER.

Bring your accounting or bookkeeping firm into the future with our all-in-one financial platform to manage all bookkeeping, communicate with clients, and innovate your practice. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for more important tasks.