Botkeeper pulls statements automatically from hundreds of banks—no client chasing or manual uploads. FloQast doesn’t offer built-in fetching.

~15–30 mins saved per client per mo

Botkeeper's Firm Insights gives firms a real-time view of workload, performance, and exception volume across all clients and bookkeepers. Tracks efficiency, tasks, and trends regarding automation health, time savings and underutilization. FloQast: reporting is focused on internal finance team performance, not across multiple clients. No firm-wide analytics layer.

Without centralized insight, firms see 10–25% variation in task execution and up to 30% of automation tools underutilized due to lack of visibility. ~3-5 mins saved per entity per mo

Botkeeper includes built-in foldering, version control, and comment threads. FloQast does not offer native document tools and relies on cloud storage integrations without in-app tracking.

21.3% of organizational productivity is lost due to document-related challenges, leading to significant time and financial costs. ~3-5 mins saved per entity per mo

Botkeeper stores credentials securely with retrieval workflows and audit logs. FloQast doesn’t offer in-platform credential storage.

54% of employees store passwords in spreadsheets or documents, spend 11+ hours per year on password issues. ~3-5 mins saved per entity per mo

Botkeeper automatically categorizes transactions using AI—at scale, across every client—eliminating the manual grind of clicking line by line. It also flags exceptions that need human review. FloQast doesn’t handle transactions at all—it assumes clean data is already in place.

~2–4 hours saved per client per mo

Creating, maintaining, and automatically posting debt schedules and associated principle and interest payments in your GL. FloQast requires manual prep or ERP upload—no native automation.

~5 mins saved per client per mo

Botkeeper runs daily GL scans across all clients and flags 13+ specific issues—like missing vendors, duplicates, uncategorized items, and reconciliation gaps—before they cause cleanup delays. Firms also use this feature for upskilling and training staff on what to look for and how to find exceptions. FloQast only flags high-level variances during close, with no continuous or transaction-level monitoring.

~30-60 mins saved per client per mo

Botkeeper's AI automatically matches transactions daily across all client accounts, flags unmatched items in real time, and gives firms a single view of reconciliation progress across their book, looking a month ahead as well as a month behind to detect and resolve timing discrepancies. When used in conjunction with Smart Connect, recs can be 100% touchless. Alt use: import, code, & reconcile transactions from statement(s). FloQast Match handles one entity at a time and lacks a firm-wide dashboard or scalable automation across clients.

~ 1+ hour saved per client per mo

Botkeeper provides task tracking across all clients in one place, with tasks tied to document requests, exceptions, and transaction categorization—built for accounting firms managing recurring client work. FloQast offers centralized task visibility focused on close checklists and internal initiatives, with workflows optimized around managing one entity at a time as opposed to cross-client bookkeeping.

75% of accountants report that their workflows still require significant manual effort, yet 77% of accounting activities can be automated, indicating substantial opportunities for efficiency gains.

Botkeeper provides a centralized view of close progress across all clients—tracking task completion, outstanding documents, unresolved exceptions, and timing in one place. FloQast offers strong close tracking tools within each entity, focused on checklist and sign-off workflows, but does not combine those views across a client base or integrate real-time exception handling and review in a single hub.

Only 53% of companies report that their month-end close is complete within six business days; smaller firms often take up to 14 days, highlighting the need for improved close tracking systems.

Botkeeper consolidates activity across all clients into a single, filterable feed—showing document updates, task comments, exception alerts, and transaction-level actions in real time. FloQast provides activity tracking within entities, focused on close-related checklists and approvals, but doesn’t offer a unified view across clients or modules.

Firms lacking centralized client data systems face increased risks of data breaches, compliance issues, and inefficiencies, underscoring the importance of unified activity tracking.