Should you keep working with a difficult client?
Find someone who says that they love every client equally and you’ve found yourself a liar—at...
Botkeeper's customizable business insights provide you and your clients with helpful insights into both financial and non-financial data on a centralized platform available 24/7.
Take a new approach to strategy with data insights that actually mean something to you and your clients.
Reporting doesn't have to mean tables full of numbers. Make your data more meaningful and digestible with beautiful graphs and charts.
Easily track progress on KPIs and identify opportunities for growth.
Let machine learning do the work (and the math) more accurately than humans do, speeding up data consolidation and compilation.
Overlay financial and non-financial datasets, trending analytics, data visualization, KPI tracking, and more to create a data visual tailored to your clients' needs... and yours.
Monitor analytics and take full advantage of emerging trends.
Combine data from multiple sources and advise your clients with one single source of truth.
Get your clients up and running instantly while providing them access to insights from all of their team’s data sources.
Save time and resources to better concentrate on analyzing the data.
Get your data-driven strategy started with a platform that's quick to deploy and easy for your clients to leverage.
Easily generate and customize key financial reports right in the BOS.
Personalize the dashboards by adding new widgets, editing the existing configuration, setting alerts, and goals.
After "Are we there yet?" these are pretty common.
Yes! Adding and removing widgets is seamless.
Yes! The business insights are shareable by creating a URL link. Simply click on the "Share" icon on the top of the Business Insights page.
Creating different dashboard templates is not available today, but we are exploring adding it to our product roadmap.
Yes! Have reports emailed one-time, or on a recurring basis daily, weekly, or monthly. Simply click the Download icon on the top of the Business Insights page.
Bring your accounting or bookkeeping firm into the future with the Botkeeper Operating System, an 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 higher-value tasks.